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 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 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) - Bend-La Pine Schools Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
Ameriprise Financial Plan Number
When contacting Ameriprise or its local contacts, have ready your Bend-La Pine Schools - Ameriprise Financial GROUP NUMBER: 152593083001
Bend-La Pine Schools EIN
When contacting Ameriprise or its local contacts, you may require the Bend-La Pine Schools EIN: 936000393
Bend-La Pine Schools 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 Bend-La Pine Schools 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 Bend-La Pine Schools 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Bend-La Pine Schools
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.
Bend-La Pine Schools Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Bend-La Pine Schools 403(b) Plan and much more on the Bend-La Pine Schools Information Page, available by clicking here.