CCC Contact Information

E-MAIL / WEB

The most efficient means of communication with Carruth Compliance Consulting, Inc. (CCC) is via electronic mail (email). To send a message, ask a question, or make a request, use the following address:

E-Mail:

cccinfo@ncompliance.com **

CCC email supports attachments such as .PDF, .XLS, .DOC, .RTF, .TXT, etc.

Web / Internet:

ncompliance.com

OFFICE ADDRESS

For ALL US Mail, Packages, Appointments:

Carruth Compliance Consulting, Inc.
11515 SW Durham Rd STE E-10
Tigard, OR 97224-3476

Headquarters Address:

Carruth Compliance Consulting, Inc.
10555 SW Lady Marion Dr
Tigard, OR 97224

(Do not use for US Mail, Deliveries, or Appointments)

** Use Caution when sending documents or messages that contain Social Security Numbers (SSN):

1. Never Email an SSN;
2. It's NOT safe to Email scanned documents or forms as Email Attachments;
3. Use only a Secure Fax machine that limits access to authorized personnel governed by good administrative confidentiality policies;
4. Most modern Fax machines store faxed documents in memory for hours, days, weeks, or indefinitely, so ensure these are deleted from memory;
5. Ensure you trust the Privacy Policy and Practices of private Fax service bureaus, such as Office, Mail, and Packaging businesses, as well as their employees who send the Fax on your behalf;
6. Public Fax services at Libraries, Community Centers, Property Management Offices, and the like are considered very high-risk for identity theft;
7. When sending via USPS Mail, consider using Certified Mail (additional $2.70 in postage) for better security;

Remember, the risk of identity theft striking with each mishandling of an SSN is relatively low but recently increasing, and the consequences are immense: identity theft victims spend an average 300 hours restoring their identities. Stay Safe!

PHONE AND FAX

MAIN OFFICES

Phone: 503-968-8961
Toll Free: 877-222-3090
Fax: 503-968-7802

IT / Internet Offices

Fax: 503-980-7909
Phone: 503-412-8992 (SPARK Inquiries Only)

WASHINGTON and OREGON Participant/Vendor Transactions

For Exchanges, Rollovers, Transfers, Distributions, Hardships/Loans, Forms, and more:

Phone: 503-968-8961
Fax: 503-968-7802

LIST OF DOCUMENTS to Include when securely FAXING (or USPS Mailing) your Transaction to CCC for TPA/Employer Signature:

1. Fax Coversheet that lists:
   1. Participant's Name;
   2. Employer associated w/this Transaction;
   3. Participant's SSN** (Required, see left);
   4. Fax # to return our CCC-Signed copies to;
   5. Releasing Vendor;
   6. Receiving Vendor (if applicable);
   7. Type of Transaction (e.g., Exchange within the Plan, Rollover out of the Plan, Plan-to-Plan Transfer, Distribution, Hardship, etc.); and
   8. Your Phone and Fax; and
   9. Include any instructions such as "fax to my vendor" or "please mail to my vendor" along with the pertinent information to facilitate your instruction.
2. Completed and Signed Forms (contact Releasing Vendor, and if applicable the Receiving Vendor, for proper forms; when both Releasing and Receiving Vendors are involved you may need forms from either one or both Vendors depending on each Vendor's requirements, but one will often suffice for both).
3. CCC Forms: CCC does not require its own forms for Transactions except for 403(b) Loans and Hardship Distributions. These forms are available by clicking the links in the left-hand navigation column. Please read these forms carefully, complete the form and supply any additional documentation required to CCC.