Opening an ABLE Account online ABLE: Achieving a

Opening an ABLE Account online ABLE: Achieving a

Opening an ABLE Account online ABLE: Achieving a Better Life Experience Act of 2014 The National ABLE Alliance is a partnership of States dedicated to providing those living with disabilities with an ABLE investment product that offers multiple financial options at low cost. Opening an Account Online Online Enrollment The Account Owners information would need to be entered in the grey area. Once the information has been added click the

Continue Button Confidential: For Ascensus Internal purposes or Client use only 3 Online Enrollment Step 1 Select the type of Account you would like to open. Confidential: For Ascensus Internal purposes or Client use only 4

Online Enrollment Step 1 (Contd) Enter the Account Owners information: First Name Middle Initial Last Name Permanent Address Mailing Address Telephone Number How did you hear about the Plan Email address Retype email Address Social Security Number

Date of Birth Citizenship Confidential: For Ascensus Internal purposes or Client use only 5 Online Enrollment Step 1 (Contd) Select the Account Owners Disability Code these codes are the same ones that the Social Security Uses. If you have more than one please select the most significant code . Select the Eligibility Basis

This would be either SSDI / SSI / Or a physician certification. IMPORTANT: Please do not submit any documents related to your diagnosis. Confidential: For Ascensus Internal purposes or Client use only 6 Online Enrollment Step 1 (Contd) Enter the Account Owners Identity Information This information is needed if you are selecting the Checking Option as

one of your investments. If the Account Owner does not have a State-issued ID click the box indicating this The last box on this page confirms that the Account Owner does not have an ABLE Account in anther plan, nationwide. If you are requesting that the funds be rolled over from another ABLE check this box off as the other ABLE plan will close when the funds are sent over to the plan Confidential: For Ascensus Internal purposes or Client use only

7 Online Enrollment Step 2 if applicable Enter the Authorized Individual or Parent/Guardian information First Name Middle Initial Last Name Permanent Address Mailing Address Telephone Number Social Security Number Date of Birth Citizenship

Note: This section will not appear if you are opening an account that will be managed by the Account Owner Confidential: For Ascensus Internal purposes or Client use only 8 Online Enrollment Step 2 if applicable (Contd) Enter the Authorized Individual or Parent/Guardians identity verification Note: The information in this section is required even if you are not going to select the Checking Option.

Confidential: For Ascensus Internal purposes or Client use only 9 Online Enrollment Step 3 Select the Investment Option If the AO or AI is unsure or would like addition information regarding the investment option, click on the name of the investment hyperlink, a new tab will open providing information on the investment selected.

Confidential: For Ascensus Internal purposes or Client use only 10 Online Enrollment Step 3 (Contd) If the checking option is selected, additional information will populate asking if you would like to order a checkbook with 50 checks. Confidential: For Ascensus Internal purposes or Client use only 11

Online Enrollment flow Funding Method Select how you would like to fund the Account If you are opening an account as an Authorized Individual; only the last two options will be available. Because legal documents must be submitted for review it will only allow funding by Paycheck and Check. Confidential: For Ascensus Internal purposes or Client use only 12

Online Enrollment flow Funding Method (Contd) For From my bank account automatic regular contributions is selected. Select the dollar amount you would like to contribute Select the frequency Select the date to start You may also indicate if you would like to increase the dollar amount systematically ever year at a certain time. Confidential: For Ascensus Internal purposes or Client use only

13 Online Enrollment flow Funding Method (Contd) For From my bank account automatic regular contributions is selected. Check the box to confirm that your bank is within the United States Enter the Bank Name Enter the Routing Number (9 digits) Enter the Account number (17 digits or less) Re-enter the Account Number Indicate what type of Account it is

Checking Account Savings Account Enter the name(s) that are listed on the Bank Account Confidential: For Ascensus Internal purposes or Client use only 14 Online Enrollment flow Funding Method (Contd) If From my bank account single contribution is selected Enter the Dollar amount you would like withdrawn from your account.

Confidential: For Ascensus Internal purposes or Client use only 15 Online Enrollment flow Funding Method (Contd) For From my bank account single contribution is selected. Check the box to confirm that your bank is within the United States Enter the Bank Name Enter the Routing Number (9 digits) Enter the Account number (17 digits or

less) Re-enter the Account Number Indicate what type of Account it is Checking Account Savings Account Enter the name(s) that are listed on the Bank Account Confidential: For Ascensus Internal purposes or Client use only 16 Online Enrollment flow Funding Method (Contd)

If From my paycheck is selected Select/Enter the Dollar amount you would like to have withdrawn from you checking option. Confidential: For Ascensus Internal purposes or Client use only 17 Online Enrollment flow Funding Method (Contd) If With a Check is selected Confidential: For Ascensus Internal purposes or Client use only

18 Online Enrollment flow Delivery method Select how you would like to have Statement, Confirmations, and Tax Forms. Either through the Mail or receive notification via email. If you select email you will be eligible to receive a discount of $3.75 from the Quarterly Account Maintenance Fee Also, if you have selected the Checking Option as one of your investments you will be charged a

monthly Maintenance Fee of $2.00. You will be able to waive this fee if you maintain an account balance of $250 or more or if you select to receive statement electronically as well. Confidential: For Ascensus Internal purposes or Client use only 19 Online Enrollment flow Delivery method (Contd) Once the delivery option(s) are selected read through Important

Information regarding Electronic Delivery and click the I agree box confirming they have read this information. Confidential: For Ascensus Internal purposes or Client use only 20 Online Enrollment flow Create User Name & Password Create a Username (This needs to be 6 25 characters in length) Create a Password (This needs to be at least 8 characters in length; and adhere to at least 3 of

the 4 different criteria Upper Case Lower Case Numeric Special Characters (i.e. !, @, #, $, %, etc) Select and answer three separate Security Questions Important: The answers to the Security Questions are case sensitive. Confidential: For Ascensus Internal purposes or Client use only 21 Online Enrollment flow

Create User Name & Password Security Question 1 Security Question 2 Security Question 3 Confidential: For Ascensus Internal purposes or Client use only 22 Online Enrollment flow Choose Security Image

Select an image and enter an Image name Confidential: For Ascensus Internal purposes or Client use only 23 Online Enrollment flow Verify & Submit Reviews the information that has been entered to ensure its correct. If information is incorrect or needs click the edit button in the applicable section. This will bring them directly to the page for the applicable information that needs to be updated/corrected.

Confidential: For Ascensus Internal purposes or Client use only 24 Online Enrollment flow Verify & Submit (Contd) Reviews the remaining information that has been input. If information is incorrect or needs click the edit button in the applicable section. This will bring them directly to the page for the applicable information that needs to be updated/ corrected..

Review the Consent to Electronic. section. If you have questions please reach out to MS ABLE at 800-609-3469 between 8am 5pm CT. If there are no questions click on the Sign button. Confidential: For Ascensus Internal purposes or Client use only 25 Online Enrollment flow Funding your account If you selected to fund your account via Check; print this coupon and send it along with your

check. Confidential: For Ascensus Internal purposes or Client use only 26 Online Enrollment flow Confirmation If legal documents need to be submitted click on the Upload documents link. Confidential: For Ascensus Internal purposes or Client use only 27

Online Enrollment flow Upload Documents Within the account you have the ability to Upload Documents. This allows for the applicable individual to submit their legal documents electronically. Confidential: For Ascensus Internal purposes or Client use only 28 It only takes a few minutes. Visit ms.savewithable.com to learn more about the Program, request an

information kit or enroll online. Call (888)-609-3469 to speak with a Program representative Monday through Friday, 8:00am 5:00 pm ET. Were here to help. Email us: [email protected] Contact us by mail: Mississippi ABLE P.O. Box 219564 Kansas City, MO 64121 Overnight Delivery: Mississippi ABLE 920 Main Street Suite 900 Kansas City, MO 64105 29

Important legal information. For more information about Mississippi ABLE (the Member Plan), call (888)-6093469 or visit ms.savewithable.com to obtain Plan Disclosure Documents, which include investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Investors should consider before investing whether their home state offers any state tax or other benefits that are only available for investments in such states qualified ABLE program. Investors should consult their legal, tax advisor and/or other advisor regarding their specific legal, investment or tax situation. The Member Plan is sponsored by the state of North Carolina and administered by the North Carolina Department of State Treasurer. The Member Plan is one of the qualified ABLE plans issued by the Ascensus ABLE Consortium Trust. 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 Member Plan offers a series of investment options within the Ascensus ABLE Consortium Trust. The Member Plan is intended to operate as a qualified ABLE plan to be

used only to save for Qualified Disability Expenses, pursuant to the Section 529A of the U.S. Internal Revenue Code, as amended. 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 Member Plan does not guarantee that contributions and the investment return on contributions, if any, will be adequate to cover future expenses or that an account owner is eligible to participate in the Member Plan. 30

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