AB-1076
Social Services

Qualified ABLE Program: CalABLE accounts: funding.

Engrossed
CA
2025-2026 Regular Session
0
0
Track

Key Takeaways

  • Expands the California ABLE Program to accept funding from philanthropic entities and legislative appropriations.
  • Authorizes tax refunds to be directly deposited into ABLE accounts for disability-related expenses.
  • Enables the ABLE Program Board to target specific eligible groups through public awareness campaigns.
  • Requires tax forms to include information about the ABLE Program savings option.

Summary

Assembly Member Addis proposes expanding funding sources and outreach capabilities for California's Qualified ABLE Program, which helps individuals with disabilities save for disability-related expenses while maintaining public benefits eligibility. The legislation authorizes the California ABLE Act Board to accept contributions from philanthropic entities and receive legislative appropriations, while permitting targeted outreach to specific eligible populations.

The bill requires the Franchise Tax Board to add information about the California ABLE Program Trust to tax return instructions, allowing taxpayers to direct portions of their refunds into ABLE accounts alongside existing options for college savings plans. The board may use new funding sources to increase public awareness and encourage eligible individuals to open and maximize participation in ABLE accounts, provided such efforts align with the program's legislative intent and applicable laws.

To enhance operational oversight, the legislation maintains the Treasurer's authority to appoint an executive director serving at the board's pleasure, with responsibility for managing staff and contracts. The bill preserves existing requirements for public disclosure of certain program consultant contracts and the board's ability to establish administrative fees and investment parameters.

Key Dates

Next Step
Referred to the Senate Standing Committee on Appropriations
Next Step
Senate Committee
Referred to the Senate Standing Committee on Appropriations
Hearing scheduled for , 1021 O Street, Room 2200
Senate Revenue and Taxation Hearing
Senate Committee
Senate Revenue and Taxation Hearing
Do pass, but first be re-referred to the Committee on [Appropriations] with the recommendation: To Consent Calendar
Senate Human Services Hearing
Senate Committee
Senate Human Services Hearing
Do pass, but first be re-referred to the Committee on [Revenue and Taxation]
Vote on Assembly Floor
Assembly Floor
Vote on Assembly Floor
AB 1076 Addis Assembly Third Reading
Assembly Appropriations Hearing
Assembly Committee
Assembly Appropriations Hearing
Do pass as amended
Assembly Revenue And Taxation Hearing
Assembly Committee
Assembly Revenue And Taxation Hearing
Do pass and be re-referred to the Committee on [Appropriations]
Introduced
Assembly Floor
Introduced
Read first time. To print.

Contacts

Profile
Anna CaballeroD
Senator
Committee Member
Not Contacted
Not Contacted
Profile
Tim GraysonD
Senator
Committee Member
Not Contacted
Not Contacted
Profile
Megan DahleR
Senator
Committee Member
Not Contacted
Not Contacted
Profile
Kelly SeyartoR
Senator
Committee Member
Not Contacted
Not Contacted
Profile
Dawn AddisD
Assemblymember
Bill Author
Not Contacted
Not Contacted
0 of 8 row(s) selected.
Page 1 of 2
Select All Legislators
Profile
Anna CaballeroD
Senator
Committee Member
Profile
Tim GraysonD
Senator
Committee Member
Profile
Megan DahleR
Senator
Committee Member
Profile
Kelly SeyartoR
Senator
Committee Member
Profile
Dawn AddisD
Assemblymember
Bill Author
Profile
Aisha WahabD
Senator
Committee Member
Profile
Christopher CabaldonD
Senator
Committee Member
Profile
Laura RichardsonD
Senator
Committee Member

Get Involved

Act Now!

Email the authors or create an email template to send to all relevant legislators.

Introduced By

Dawn Addis
Dawn AddisD
California State Assembly Member
40% progression
Bill has passed all readings in its first house and is ready to move to the other house (6/3/2025)

Latest Voting History

July 9, 2025
PASS
Senate Committee
Senate Revenue and Taxation Hearing
AyesNoesNVRTotalResult
5005PASS

Key Takeaways

  • Expands the California ABLE Program to accept funding from philanthropic entities and legislative appropriations.
  • Authorizes tax refunds to be directly deposited into ABLE accounts for disability-related expenses.
  • Enables the ABLE Program Board to target specific eligible groups through public awareness campaigns.
  • Requires tax forms to include information about the ABLE Program savings option.

Get Involved

Act Now!

Email the authors or create an email template to send to all relevant legislators.

Introduced By

Dawn Addis
Dawn AddisD
California State Assembly Member

Summary

Assembly Member Addis proposes expanding funding sources and outreach capabilities for California's Qualified ABLE Program, which helps individuals with disabilities save for disability-related expenses while maintaining public benefits eligibility. The legislation authorizes the California ABLE Act Board to accept contributions from philanthropic entities and receive legislative appropriations, while permitting targeted outreach to specific eligible populations.

The bill requires the Franchise Tax Board to add information about the California ABLE Program Trust to tax return instructions, allowing taxpayers to direct portions of their refunds into ABLE accounts alongside existing options for college savings plans. The board may use new funding sources to increase public awareness and encourage eligible individuals to open and maximize participation in ABLE accounts, provided such efforts align with the program's legislative intent and applicable laws.

To enhance operational oversight, the legislation maintains the Treasurer's authority to appoint an executive director serving at the board's pleasure, with responsibility for managing staff and contracts. The bill preserves existing requirements for public disclosure of certain program consultant contracts and the board's ability to establish administrative fees and investment parameters.

40% progression
Bill has passed all readings in its first house and is ready to move to the other house (6/3/2025)

Key Dates

Next Step
Referred to the Senate Standing Committee on Appropriations
Next Step
Senate Committee
Referred to the Senate Standing Committee on Appropriations
Hearing scheduled for , 1021 O Street, Room 2200
Senate Revenue and Taxation Hearing
Senate Committee
Senate Revenue and Taxation Hearing
Do pass, but first be re-referred to the Committee on [Appropriations] with the recommendation: To Consent Calendar
Senate Human Services Hearing
Senate Committee
Senate Human Services Hearing
Do pass, but first be re-referred to the Committee on [Revenue and Taxation]
Vote on Assembly Floor
Assembly Floor
Vote on Assembly Floor
AB 1076 Addis Assembly Third Reading
Assembly Appropriations Hearing
Assembly Committee
Assembly Appropriations Hearing
Do pass as amended
Assembly Revenue And Taxation Hearing
Assembly Committee
Assembly Revenue And Taxation Hearing
Do pass and be re-referred to the Committee on [Appropriations]
Introduced
Assembly Floor
Introduced
Read first time. To print.

Latest Voting History

July 9, 2025
PASS
Senate Committee
Senate Revenue and Taxation Hearing
AyesNoesNVRTotalResult
5005PASS

Contacts

Profile
Anna CaballeroD
Senator
Committee Member
Not Contacted
Not Contacted
Profile
Tim GraysonD
Senator
Committee Member
Not Contacted
Not Contacted
Profile
Megan DahleR
Senator
Committee Member
Not Contacted
Not Contacted
Profile
Kelly SeyartoR
Senator
Committee Member
Not Contacted
Not Contacted
Profile
Dawn AddisD
Assemblymember
Bill Author
Not Contacted
Not Contacted
0 of 8 row(s) selected.
Page 1 of 2
Select All Legislators
Profile
Anna CaballeroD
Senator
Committee Member
Profile
Tim GraysonD
Senator
Committee Member
Profile
Megan DahleR
Senator
Committee Member
Profile
Kelly SeyartoR
Senator
Committee Member
Profile
Dawn AddisD
Assemblymember
Bill Author
Profile
Aisha WahabD
Senator
Committee Member
Profile
Christopher CabaldonD
Senator
Committee Member
Profile
Laura RichardsonD
Senator
Committee Member