Notifying the Office of Financial Recovery (OFR)

Should staff receive a copy of a client’s ABLE account, notify Ken Washington of OFR via a Barcode tickler when any ABLE Account is imaged in the electronic case record. Set up the following DMS tickler:

Document type for tickler: TD

Subject: ABLE account

Site: 101

User: WAKE

Ready date: Default date is fine

Make sure the ABLE account is indicated on the appropriate person’s resource screen in ACES. Add in the remarks that OFR has been notified of the account in the ECR. An ABLE account is an excluded resource, but if the state files a claim, any amount remaining in the account is subject to estate recovery.

More information can be found on the Washington State ABLE Savings Plan website .