Ameriprise Financial (aka: Ameriprise) - General Status
Ameriprise Financial has entered into a CCC Umbrella Information Sharing Agreement.
Ameriprise Financial (aka: Ameriprise) Web Homepage
Ameriprise has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Ameriprise, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Ameriprise 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:
403(b) Investment Options
Ameriprise offers the following type of 403(b) investment option:
- Variable Annuities with a Fixed Account
- 403(b)(7) Custodial Mutual Funds (Load)
- 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
- End of List
Roth 403(b) Contribution Policy
Ameriprise does NOT accept Roth 403(b) contributions.
Investment products of Ameriprise are marketed using the following approaches:
- End of List Declared by Ameriprise
Helpful Employee Resources
Ameriprise 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 Ameriprise 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 Ameriprise, please visit our General Ameriprise Financial 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.
Ameriprise Financial (aka: Ameriprise) - Vernonia Status
Ameriprise Financial is not an active vendor but has been listed here to capture the Vendor Code for the School District. Ameriprise Financial letter dated 2 December 2008
Ameriprise Financial Plan Number
When contacting Ameriprise or its local contacts, have ready your Vernonia - Ameriprise Financial GROUP NUMBER: To Be Determined
When contacting Ameriprise or its local contacts, you may require the Vernonia EIN: 936000336
Vernonia 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 Ameriprise on Vernonia list of authorized vendors.
Request Additional Information from Ameriprise Financial
Contact Ameriprise directly if you have additional questions about Ameriprise products or services.
Ameriprise has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Ameriprise Financial 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 Vernonia 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Ameriprise Financial has supplied the following forms which may be PDFs or online submittals:
Please contact Ameriprise to request any other type of forms you might need.
Vernonia Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Vernonia 403(b) Plan and much more on the Vernonia Information Page, available by clicking here.