Common Contracts
1 similar Participation Agreement contracts
EFFECTIVE DATE: FEBRUARY 2017Participation Agreement • March 30th, 2016
Feature Description Advantages Save tax-free for future expenses.Save while maintaining federal benefits such as SSI and Medicaid.Save on fees – ABLE United offers the best value for Florida residents. Beneficiary Eligibility The Beneficiary must be a Florida resident at the time of application; and have a qualifying disability with onset prior to age 26.See page 5 for more information. How it Works Save for the future: Use an ABLE United account to save tax-free for Qualified Disability Expenses.Open an account: Open an Account in approximately 15 minutes. The individual with a disability owns the Account, but an authorized person may open and oversee the Account.Contribute: No minimum contribution. Save up to $14,000 per year – individually or with the help of family and friends.Choose investments: There are seven Investment Options designed to meet the needs of most investors.Withdrawal: Easily access funds online by requesting an electronic transfer to a bank account or a paper che
