NC ABLE Account Holder Survey

Thank you for being a participant in the NC ABLE Program! We are proud to provide the opportunity to save while preserving public benefits like SSI and Medicaid, for you and your family. The NC ABLE Act was signed into law in 2015, we launched the NC ABLE Program in early 2017 and currently have nearly 1,500 account holders.

As we continue to grow the NC ABLE Program, we are looking to you to provide valuable feedback so that we can improve our reach and services. We appreciate your time and participation. This survey is intended for account owners and parents, guardians, and other authorized individuals for the account owner; however, we ask that only one survey be completed for each account.

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* 1. I am:

An account owner

A parent of an account owner

A guardian of an account owner

Another authorized individual for an account owner

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* 2. How did you learn about the NC ABLE Program (check all that apply)?

Friend, family or another ABLE account owner

Event

Service provider (e.g., social worker, state or federal agency)

Website (indicate which one in comment box below)

Other (please specify)

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* 3. How important to you are the following features of an ABLE account?

	Not important	Somewhat important	Important	Very important
Preservation of SSI and/or Medicaid	Preservation of SSI and/or Medicaid Not important	Preservation of SSI and/or Medicaid Somewhat important	Preservation of SSI and/or Medicaid Important	Preservation of SSI and/or Medicaid Very important
Preservation of other benefit program	Preservation of other benefit program Not important	Preservation of other benefit program Somewhat important	Preservation of other benefit program Important	Preservation of other benefit program Very important
Tax savings	Tax savings Not important	Tax savings Somewhat important	Tax savings Important	Tax savings Very important
Improved financial independence	Improved financial independence Not important	Improved financial independence Somewhat important	Improved financial independence Important	Improved financial independence Very important
Other (please specify in comment box below)	Other (please specify in comment box below) Not important	Other (please specify in comment box below) Somewhat important	Other (please specify in comment box below) Important	Other (please specify in comment box below) Very important

Other (please specify)

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* 4. I use, or plan to use, my NCABLE account for purchases (check all that apply):

Less than $100

$100-$499

$500 or greater

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* 5. How often do you use, or plan to use, the money in your NCABLE account to make purchases?

At least once per month

At least every six months

At least once per year

Less frequently than once per year

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* 6. How easy was the enrollment process?

Easy

Somewhat easy

Neutral

Difficult

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* 7. Did you enroll online or use the paper enrollment form?

Online

Paper form

By phone

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* 8. How well do the investment options in the NCABLE Program fit your goals and comfort with risk?

Very well

Well

Somewhat well

Not at all

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* 9. If a financial advisor was available to assist with your investment selection, would you be willing to pay for that service?

Yes

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* 10. Would you recommend the NCABLE Program to others?

Yes

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* 11. What, if anything, would you change about the NCABLE Program?

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* 12. FOR ABLE ACCOUNT HOLDERS ONLY - Are you:

A veteran

A small business owner

Both a veteran and a small business owner

Neither

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* 13. Tell us about yourself (NCABLE account owner, 100 words or less) - work, hobbies, interests, family, etc.

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* 14. Why is having the opportunity to save in the NCABLE Program important to you (100 words or less)?

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* 15. What topics related to the NC ABLE Program would you like to learn more about?

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* 16. May we contact you about sharing your story and experience on our website and other forms of outreach?

Yes

NC ABLE Account Holder Survey

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* 1. I am:

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* 2. How did you learn about the NC ABLE Program (check all that apply)?

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* 3. How important to you are the following features of an ABLE account?

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* 4. I use, or plan to use, my NCABLE account for purchases (check all that apply):

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* 5. How often do you use, or plan to use, the money in your NCABLE account to make purchases?

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* 6. How easy was the enrollment process?

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* 7. Did you enroll online or use the paper enrollment form?

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* 8. How well do the investment options in the NCABLE Program fit your goals and comfort with risk?

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* 9. If a financial advisor was available to assist with your investment selection, would you be willing to pay for that service?

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* 10. Would you recommend the NCABLE Program to others?

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* 11. What, if anything, would you change about the NCABLE Program?

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* 12. FOR ABLE ACCOUNT HOLDERS ONLY - Are you:

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* 13. Tell us about yourself (NCABLE account owner, 100 words or less) - work, hobbies, interests, family, etc.

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* 14. Why is having the opportunity to save in the NCABLE Program important to you (100 words or less)?

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* 15. What topics related to the NC ABLE Program would you like to learn more about?

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* 16. May we contact you about sharing your story and experience on our website and other forms of outreach?

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* 17. If yes, please give us your email address and phone number: