CFPD as Limited Power of Attorney

CFPD as Agent for Limited Power of Attorney

Included in the $250 annual fee are:

  • Enrollment assistance

    Use our PCs on our site, or bring your laptop, we'll provide expert guidance for completing the enrollment process.

  • Public Benefits Access Review

    Our team will make sure the beneficiary is connected to all public benefits for which they are qualified by making referrals to enrollment agencies.

  • Advice on Qualified Distributions

    Get up to an hour a month of time with a Case Manager to discuss appropriate expenditures from the ABLE Account, how to make withdrawals/deposits, plan for savings goals and budget ABLE Account funds.

  • Email Updates

    Get regular info by email as this evolving savings plan changes, new programs are offered and new savers join the program.

  • Training Classes

    Attend an every-other-month session to learn the best way to handle distributions from an ABLE Account, for yourself or others.

  • Membership in CFPD's ABLE Blog

    Read or write about experiences as an ABLE Account-holder.

  • Referrals to Professionals

    CFPD will provide referrals to experts providing resources and services for people with disabilities across Colorado.

  • Develop a Budget

    Work with a CFPD Case Manager to develop an ongoing budget for use of ABLE funds along with other income the beneficiary might have.

  • Select Appropriate Investment Option

    A CFPD Case Manager will help you choose the right CollegeInvest Investment Plan to meet your current and longer-term goals.

  • Administration and Distribution Review

    CFPD will administer the account, tracking and reviewing all distributions for compliance with ABLE rules.

  • Deposit Monitoring

    CFPD will monitor deposits from all sources to assure that total contributions stay within deposit limits each year.

  • Account Termination/Transfer

    Should a beneficiary die with funds remaining in his or her ABLE account, CFPD will perform required distributions for estate recovery, or will help rollover the ABLE account to a qualified sibling.