ABLE Brochure 2024 - Colorado ABLE

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ABLE Brochure 2024

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Everything you need to open and manage your account.

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©2025 Colorado ABLE | All Rights Reserved.

We encourage you to access and manage your account on-line. To change and/or confirm your statement and delivery preferences please log in to your account, select “Profile & Documents” and then select “Delivery Preferences.” Accounts that receive electronic statement delivery pay a reduced quarterly account maintenance fee.

If you need assistance, please call Customer Service at 1-888-609-3468. Thank you very much for your patience.

For more information about Colorado ABLE (the “Plan”), call 888-609-3468, or visit www.coloradoable.org to obtain a Plan Disclosure Booklet, which includes information about eligibility, investment objectives, risks, charges, expenses, and other important information about the Plan. Please read and consider the Plan Disclosure Booklet carefully before investing.

Before investing in any ABLE program, you should consider whether your home state offers an ABLE program that 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. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Colorado ABLE Plan is sponsored by the state of Colorado and administered by CollegeInvest. The Plan is intended to be a qualified ABLE plan. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services.

The Plan’s Investment Options are comprised of mutual funds, ETFs, banking products and/or other investments. Accounts in the Plan are not guaranteed by the State of Colorado, CollegeInvest, the Trust, Colorado ABLE, the Program Manager or any other entity. Except for the Checking Option, investments in the Plan are not insured by the FDIC. Interests in the Plan are municipal securities and the value of your Account will vary with market conditions.

Investment returns will vary depending upon the performance of the Investment Options you choose. You could lose all or a portion of your money by investing in the Plan depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under federal or state tax laws. This material is not an offer to sell or a solicitation of an offer to buy any securities. Participation in the Plan does not guarantee that contributions and the investment return on contributions, if any, will be adequate to cover future Qualified Disability Expenses or that an Account Owner is eligible to participate in the Plan.