You will need a few pieces of information to open an account:

  • Social Security number, date of birth and contact information for the beneficiary
  • Social Security number for the authorized legal representative (if different from the account owner/beneficiary)
  • Bank account information (account number and bank routing number)

Please note: As an added security measure, if you choose to make electronic contributions and/or withdrawals, CalABLE will perform a method of verification for any bank account you intend to use to transact in this program.

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Additional Account Opening Resources

Information Guide 

Tri-fold Brochure

Disclosure Statement

Rollover forms