Mistake after mistake after mistake. Nightmare rollover experience
Mistakes on their part made what should have been an easy direct rollover an absolute nightmare. They failed to send the correct forms to the other ABLE account resulting in delays and eventually having to do an indirect rollover. The removed money from the account without telling me. When I sent the indirect rollover funds with the correct forms, they told me I couldn't do that -- which was because of how they had handled it from the beginning. YOU HAVE A CHOICE with ABLE plans. DO NOT choose INvestABLE!
By Tina C.