Required Documents to Open an Account
To apply for an account as an Authorized Individual on behalf of the Account Owner, the applicant must provide official documents confirming the applicant's relationship to the Account Owner, and the applicant's authority to open and manage the account. Documents can be uploaded during the online application process. Appropriate documents must be uploaded (or otherwise provided) and approved by the Program Manager before the account will be activated.
Typical documentation is listed below for each Authorized Individual type. In some cases, other documents might be required to establish the applicant's authority and relationship to the account owner. Please contact our office at 785-296-6251 if documentation is not available or if you have questions about documentation requirements.
Applicants may provide scans or copies of any required documents with the application, but should maintain originals or certified copies and be able to produce them for the Program Manager or Internal Revenue Service upon request.
Letters of appointment issued by a court, granting appropriate financial authority.
Note that Kansas Letters of Guardianship do not grant the Guardian any authority to manage the ward’s ABLE account (or other financial affairs) unless the Letters of Guardianship include specific language granting financial authority. If you intend to apply for an ABLE account as a Guardian, you are encouraged to contact the Kansas State Treasurer’s Office at 785-296-6251 to confirm your financial authority or discuss other possible enrollment options.