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Achieving a Better Life Experience for People With Disabilities (CalABLE)

Resources

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• CalABLE Resources   |  
• Other Resources   |  
• Agency Guidance   |  
• Statutes   |  
• Regulations

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CalABLE Resources

• CalABLE Materials in English
  • CalABLE Enrollment Brochure
  • CalABLE Tri-Fold Brochure
  • CalABLE Fact Sheet
  • CalABLE Partner Toolkit
  • CalABLE Program Disclosure Document
    • Compassionate Allowances Conditions (ssa.gov)
    • Disability Evaluation Under Social Security - Blue Book (ssa.gov)
  • Frequently Asked Questions
• Material de CalABLE en Español
  • Guía de inscripción de CalABLE
  • Folleto de CalABLE
  • Ficha Informativa de Datos de CalABLE
  • Kit de Herramientas para Socios
  • Documento de Divulgación del Programa CalABLE
  • Preguntas Frecuentes
• Statement of Investment Policy
• Monitoring Procedures and Criteria
• Strategic Plan

External Links (Not CalABLE)

Please note, several of these documents and websites may be out of date. For current contribution limits to CalABLE accounts, please refer to CalABLE’s Program Disclosure Document.

Other Resources

• AchievABLE™ Corner
• National Disability Institute
  • Financial Education Guides
• ABLE Today
• ABLE National Resource Center
• The Arc ABLE Program Implementation
• Disability Benefits 101

Agency Guidance

• State Agency Guidance
  • CDSS All-County Letter for CalWORKs
  • Medi-Cal Estate Recovery
  • Medi-Cal and Special Needs Trusts
  • Medi-Cal Program Facts Sheet
• Federal Agency Guidance
  • Medicare and Medicaid Recovery
  • SSA Program Operations Manual System (POMS) for ABLE Accounts
  • SSA Spotlight on Achieving a Better Life Experience (ABLE) Accounts
  • USDA Final Rules for SNAP Benefits
  • U.S. Department of Housing and Urban Development (HUD) Guidance on Treatment of ABLE Accounts in HUD-Assisted Programs
• Internal Revenue Service (IRS)
  • ABLE Accounts
    • English
    • Spanish
    • ASL
  • YouTube Channels
    • English
    • Spanish
    • ASL
• Office of Payee Review & Beneficiary Assistance (OPRABA)

Statutes

Federal

• ABLE Act of 2014
• Section 529A of the Internal Revenue Code

State

• AB 339 (Irwin)
• AB 91 (Burke)
• SB 218 (Dodd)
• AB 384 (Irwin)
• AB 688 (Calderon)
• AB 449 (Irwin)
• SB 324 (Pavley)
• AB 2216 (Irwin)

Regulations

• Final Federal Regulations under Section 529A: Qualified ABLE Programs
• Approved CalABLE Regulations
• Notice of Proposed Rulemaking Action – July 19, 2024
  • Proposed Regulations
  • Initial Statement of Reasons
  • Final Statement of Reasons

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