American Fidelity Assurance Company (aka: American Fidelity) - General Status
American Fidelity has not yet posted a company statement or 403(b) market status update at this time.
American Fidelity Assurance Company (aka: American Fidelity) Web Homepage
American Fidelity Homepage may be accessed here .
Click the link(s) below for information on American Fidelity investment products:
Click the link(s) below for information on the fees associated with American Fidelity accounts:
403(b) Investment Options
American Fidelity offers the following type(s) of 403(b) investment option:
- Fixed Annuities
- Variable Annuities with a Fixed Account
- Variable Annuities without a Fixed Account
- End of List
Roth 403(b) Contribution Policy
American Fidelity does NOT accept Roth 403(b) contributions.
Investment products of American Fidelity are marketed using the following approaches:
- End of List Declared by American Fidelity
Helpful Employee Resources
American Fidelity provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with American Fidelity, please visit our General American Fidelity Assurance 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.
American Fidelity Assurance Company (aka: American Fidelity) - Oregon Department of Education Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
American Fidelity Assurance Company Plan Number
When contacting American Fidelity or its local contacts, have ready your Oregon Department of Education - American Fidelity Assurance Company GROUP NUMBER: To Be Determined
Oregon Department of Education EIN
When contacting American Fidelity or its local contacts, you may require the Oregon Department of Education EIN: 936001954
Oregon Department of Education 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 American Fidelity on Oregon Department of Education list of authorized vendors.
Request Additional Information from American Fidelity Assurance Company
Contact American Fidelity directly if you have additional questions about American Fidelity products or services.
Information Sharing Agreement, If Applicable
American Fidelity Assurance 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 Oregon Department of Education 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Oregon Department of Education
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
American Fidelity Assurance Company
requires a minimum monthly contribution of $25.00
, and a total minimum annual contribution of $300.00
Vendor Forms and Online Submissions Links
American Fidelity Assurance Company has supplied the following forms which may be PDFs or online submittals:
Please contact American Fidelity to request any other type of forms you might need.
Oregon Department of Education Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Oregon Department of Education 403(b) Plan and much more on the Oregon Department of Education Information Page, available by clicking here.