Change Authorized Legal Representative

To change the Authorized Legal Representative on your ABLE account, you’ll need to complete a Change of Authorized Legal Representative Form. This form is only used if the current ALR is stepping down, and a new ALR is taking their place.

You will need to:

1. Download the form. 
2. Fill out all sections for the current ALR and the new ALR.
3. Have the form notarized by both the current ALR and the new ALR.
4. Upload the form online or submit as directed by instructions provided on the form, along with any requested ID and supporting documents.
   • For fastest processing, upload the form and required documents online. To do so:
     1. Login to your account online
     2. Scroll to the bottom of the page and under “Questions?” click Contact Us. 
     3. Click on Secure Document Upload and make your selections regarding the document. 
     4. Upload the document and click Send.  
     5. To upload multiple documents, you will have to repeat this process.

Once everything is received in good order, we’ll process the change and email the new ALR with instructions to access the account within 3 business days.

Please Note: 

The Change of Authorized Legal Representative Form should only be used when one ALR is replacing another. If you are adding an ALR for the first time, or you are removing yourself as ALR and transferring the account to the beneficiary to manage, please use the appropriate forms for those separate scenarios.