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ABLE Resources

Opening a CalABLE account allows those living with disabilities to invest in the future and help preserve federal benefits like SSI.

Downloads

Below are a range of customized resources to help people living with disabilities, their families, and those who serve and support them to better understand the benefits and value of opening a CalABLE account.

CalABLE Partner Toolkit

Download CalABLE Partner Toolkit

All the resources partners need to get started with CalABLE. Download this if you are a family member, legal representative, educator, social worker, advocate, accountant, financial advisor, or work in any organization or industry that supports and advocates for those living with disabilities. It includes, in one handy and easy-to-follow guide, everything you’ll need to understand and get started with CalABLE.

Entity ALR Guide

Download the Entity ALR Guide

This Entity ALR Guide outlines the simple step-by-step process required to designate an Entity as an Authorized Legal Representative for an ABLE account owner. The Guide will help clarify and standardize the process and procedures necessary to designate an Entity ALR, open new ABLE accounts, and administer the ABLE accounts going forward. ABLE plans expect the Entity ALR process to evolve as new Entities open ABLE accounts and new services are provided to ABLE account owners.

Program Disclosure Statement

Download CalABLE Program Disclosure Statement

To be used alongside all promotion of the CalABLE program.

CalABLE Parent Fact Sheet

Download CalABLE Parent Fact Sheet

How CalABLE helps parents to save toward their children’s future. Download this if you or a loved one are a parent of a child with a disability.

Brochures

CalABLE Fact Sheet

Enrollment brochure

Tri-fold brochure

Brand assets

Brand guide

Logo library

CalABLE logo pattern

Sign up and start saving

Once you are ready to enroll, you can set up your account here online. When opening a CalABLE account, make sure you have ready identifying information about the beneficiary, the qualifying disability, and how the CalABLE account will be funded.

Create your account

Events

Find out about the upcoming events for CalABLE.

View events

Still have questions?

You can contact us online, give us a call Monday through Friday, at 1-833-225-2253 from 6am–5pm PT, or you can browse frequently asked questions.

Individuals with speech or hearing disabilities may dial 711 to access Telecommunications Relay Service (TRS) from a telephone or TTY.

Go to FAQs

Consider the investment objectives, risks, charges and expenses before investing in the California 529A Qualified ABLE Program (CalABLE Program). Please call toll-free 833-Cal-ABLE (833-225-2253) or read our Program Disclosure Statement (PDF) containing this and other information. Read it carefully.

Before investing in any ABLE program, you should consider whether your home state provides its taxpayers with favorable state tax or other benefits that are only available through investment in the home state's ABLE program. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to directly contact your home state's ABLE program, or any other ABLE program, to learn more about those plans' features, benefits and limitations. State-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The CalABLE Program is offered by the State of California. Vestwell State Savings LLC is the program manager. Vestwell Advisors LLC is the investment advisor registered with the Securities and Exchange Commission.

None of the State of California, its agencies, Vestwell State Savings LLC or Vestwell Advisors LLC nor any of their applicable affiliates insures accounts or guarantees the principal deposited therein or any investment returns on any account or investment option, and you may lose the principal amount invested. They also do not provide legal, financial, tax, or investment advice to any individual. The FDIC-Insured Portfolio is FDIC-insured up to $250,000, subject to certain restrictions. Interests in the CalABLE Program are not registered with or in any way approved by the Securities and Exchange Commission or by any state securities commission.

The Plan Web site is for informational purposes only, and does not constitute an offer to sell or solicitation of an offer to buy any security that may be referenced on the site. Such offer or solicitation can be made only through the Disclosure Statement.

The Plan Web site contains links to other Web sites. Neither the Plan nor Vestwell State Savings LLC and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.

The Prepaid Card is issued by Sunrise Banks N.A., St. Paul, MN 55103, Member FDIC, pursuant to license from Visa U.S.A., Inc. This card can be used everywhere Visa debit cards are accepted. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement.

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