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  • STABLE Master Presentation

  • Terms & Conditions

    Terms & Conditions Any personal information about citizens will be collected only to the extent necessary to provide the service or benefit desired; only appropriate information will be collected; the Ohio Treasurer’s Office will assist citizens in understanding the reasons information is...

  • What are qualified expenses?

    There’s a wide range of qualified expenses that cover most expenses related to your disability. Some of these include: living expenses, education, housing, transportation, employment, vacation, job training, career support, assistive technology, personal support services, health, prevention,...

  • What are the fees?

    There are minimal costs associated with maintaining your account. Ohio residents will pay $1.25 per month (charged to the account quarterly equaling $15.00 annually) to maintain their accounts. Residents of other states will pay $2.25 per month (charged to the account quarterly equaling $27.00...

  • What can I use the card for? Can it be used for automatic, reoccurring charges?

    You can use your STABLE Visa® Card anywhere Visa is accepted, including online bill-pay. Your card can be used for anything; however, if you use the card to pay for something that is not a qualified disability expense, you’ll have to pay income tax on the earnings portion of the applicable amount...

  • What do I need to do with my IRS Form 5498-QA form?

    Keep this form in your records for future reference. You're not required to file it with your tax return.

  • What do I need to open an account?

    Make sure you have this information handy:  Your email address; Your birthday; Social Security Number or Tax Identification Number; Residency address.  If you’re an Authorized Legal Representative, you’ll need the same information as the beneficiary’s, plus your work status.  If the beneficiary...

  • What happens after the death of a beneficiary? Is there a Medicaid payback?

    In the event of the death of a beneficiary, the funds from a STABLE account can be used by his or her estate to repay any outstanding eligible expenses, funeral, and burial costs. If the beneficiary was receiving Medicaid benefits, Medicaid can file a claim for a payback upon the beneficiary’s...

  • What happens if I no longer want to have an online gifting page for my account?

    No problem. You can delete it anytime you want, and the contributions that have previously been gifted (including pending contributions) will stay in the account.  Just sign into your account, go to the Overview tab, and click on the gifting module. Select “Edit this page” and then click “Delete...

  • What happens if I try to spend more than what is on my card?

    If there are not enough funds on the STABLE Visa® Card to cover a purchase, the transaction will simply be declined. There are no overdraft fees.