The Authorized Legal Representative (ALR) is the person listed on an ABLE account who manages it on the beneficiary's behalf. For PA ABLE accounts, this person is called the Authorized Individual. Because the ALR or Authorized Individual is part of the savings account's records, which are held by Vestwell, the plan manager for your account, any change starts with Vestwell. Once Vestwell has made the change, our team updates the Visa® Prepaid Card account to match.
In this article, you'll learn how to change the ALR or Authorized Individual for your account.
Before you begin
- Changing the ALR is different from adding a user. If you'd like someone to help you manage the Card while you stay on as ALR or Authorized Individual, you don't need to change the ALR. Instead, see Add an Additional User.
- The change happens in two steps, in this order. Vestwell updates the savings account first, and then our team updates the Card account.
How to change the ALR or Authorized Individual
Step 1 – Contact Vestwell to update the savings account
- Open the Vestwell contact page.
- Click ABLE at the top of the page to find your plan.
- Find your ABLE plan and click contact us. You'll see the different ways you can get in touch with Vestwell Support.
- Let Vestwell know you'd like to change the ALR or Authorized Individual on the account, and follow their instructions.
Step 2 – Contact our team to update the Card account
Once Vestwell confirms the change is complete, please contact our Customer Support team, and we'll make sure the Card is managed by the new ALR or Authorized Individual.
- STABLE Account: call 1-844-599-4690 or email card@stableaccount.com
- All other ABLE accounts: call 1-844-276-4547 or email ablecard@truelinkfinancial.com
We'll walk you through any next steps for the Card.
If you have any questions about changing the ALR or Authorized Individual for your account, please don't hesitate to contact our Customer Support team.