CFPD as Agent for Limited Power of Attorney
Included in the $250 annual fee are:
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Enrollment assistance
Use our PCs on our site, or bring your laptop, we'll provide expert guidance for completing the enrollment process.
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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.
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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.
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Email Updates
Get regular info by email as this evolving savings plan changes, new programs are offered and new savers join the program.
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Training Classes
Attend an every-other-month session to learn the best way to handle distributions from an ABLE Account, for yourself or others.
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Membership in CFPD's ABLE Blog
Read or write about experiences as an ABLE Account-holder.
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Referrals to Professionals
CFPD will provide referrals to experts providing resources and services for people with disabilities across Colorado.
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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.
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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.
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Administration and Distribution Review
CFPD will administer the account, tracking and reviewing all distributions for compliance with ABLE rules.
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Deposit Monitoring
CFPD will monitor deposits from all sources to assure that total contributions stay within deposit limits each year.
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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.
