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Ohio Treasurer of State
STABLE Account Plan
Request for Proposals for
Preparation of Financial Statements
I. Introduction Ohio Treasurers office is soliciting proposals from qualified firms wishing
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Who needs stable account plan?
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What is stable account plan?
A stable account plan is a financial plan created for individuals with disabilities to help them save and invest money without losing eligibility for government benefits.
Who is required to file stable account plan?
Individuals with disabilities who are eligible for government benefits and want to save and invest money without losing those benefits.
How to fill out stable account plan?
To fill out a stable account plan, individuals need to provide information about their disability, financial status, and goals for saving and investing.
What is the purpose of stable account plan?
The purpose of a stable account plan is to help individuals with disabilities save and invest money without losing eligibility for government benefits.
What information must be reported on stable account plan?
Information such as disability status, financial status, savings goals, and investment preferences must be reported on a stable account plan.
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