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ABLE Accounts

Total questions: 9

Worksheet time: 5mins

Name
Class
Date
1.

What does ABLE stand for?

a)

Acting Better for Life Expenses

b)

Achieve a Better Life Experience

c)

A Bank for Life Expenses

d)

Awesome Banking for Life Experiences

2.

Finish the Sentence: The ABLE act allows eligible people with disabilities to save and invest money to pay for...

a)

Qualified Disability Expenses

b)

Qualified Diagnostic Testing

c)

An Xbox

d)

Qualified Disability Experiences

3.

True or False: An individual's government benefits are NOT affected unless the account exceeds $100,000.

a)

True

b)

False

4.

Which individual is NOT eligible for an ABLE account?

a)

A person with ID who receives SSI benefits.

b)

A person with autism who is eligible for SSI.

c)

A person with a mobility impairment who receives SSDI.

d)

A person who was diagnosed with autism at age 28.

5.

Which expense(s) can be considered a Qualifying Disability Expense?

a)

PlayStation

b)

Rent

c)

Peloton Bike

d)

Job Coach

6.

Which is NOT an investment option with IL ABLE?

a)

Aggressive

b)

Growth

c)

Moderately Conservative

d)

Mildly Aggressive

7.

True or False: A benefit to opening an ABLE Account is that you can rollover a 529 College Savings Account.

a)

True

b)

False

8.

How can you open an ABLE Account (check all that apply)?

a)

Online

b)

Over the phone

c)

Via Email

d)

Via Mail

9.

What information is needed to open your child's ABLE Account (check all that apply)?

a)

First/Last Name

b)

Birthdate

c)

Social Security Number or Taxpayer ID

d)

Their employment information