USAA Investment Management Company (aka: USAA Investment) - General Status

USAA Investment has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.

USAA Investment Management Company (aka: USAA Investment) Web Homepage

USAA Investment has NOT provided any link to its home office webpage. As soon as USAA Investment provides a weblink, we'll post it here immediately.

Investment Fund Information

The following web links have been provided by USAA Investment to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:

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403(b) Investment Options

USAA Investment offers the following type of 403(b) investment option:

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Roth 403(b) Contribution Policy

USAA Investment does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of USAA Investment are marketed using the following approaches:

• End of List Declared by USAA Investment

Helpful Employee Resources

USAA Investment has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment USAA Investment provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with USAA Investment, please visit our General USAA Investment Management Company Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

USAA Investment Management Company (aka: USAA Investment) - Clackamas CC Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

USAA Investment Management Company Plan Number

When contacting USAA Investment or its local contacts, have ready your Clackamas CC - USAA Investment Management Company GROUP NUMBER: To Be Determined

Clackamas CC EIN

When contacting USAA Investment or its local contacts, you may require the Clackamas CC EIN: 930555710

Clackamas CC Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for USAA Investment on Clackamas CC list of authorized vendors.

Request Additional Information from USAA Investment Management Company

USAA Investment has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

USAA Investment Management Company has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Clackamas CC 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Clackamas CC does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

USAA Investment Management Company does not require any monthly contribution amount .

Vendor Forms

USAA Investment has not provided copies of or links to any Vendor Forms. Please contact USAA Investment to request any forms you might need.

Clackamas CC Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Clackamas CC 403(b) Plan and much more on the Clackamas CC Information Page, available by clicking here.