CFPD as Limited Power of Attorney
CFPD as Agent for Limited Power of Attorney
Included in the $250 annual fee are:
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.
Get regular info by email as this evolving savings plan changes, new programs are offered and new savers join the program.
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.
CFPD will monitor deposits from all sources to assure that total contributions stay within deposit limits each year.
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.