The Vanguard Group (aka: Vanguard) - General Status
TRANSACTION PROCESSING ALERT:
The Vanguard Group requires original transaction documents be delivered to them via mail. Vanguard does not accept fax copies, secure file exchange over the web, or documents attached to email messages. Completed and signed documents should be sent to the following addresses:
By registered, certified, or overnight mail:
The Vanguard Group
400 Devon Park Drive
Wayne, PA 19087-1815
By U.S. mail:
The Vanguard Group
P.O. Box 1101
Valley Forge, PA 19482-1101
If Vanguard holds a Payroll Slot in your Employer's 403(b) Plan and you would like to apply for a Vanguard account, either download, complete, and submit the "Account Application Form/Packet" linked to under the "Vendor Forms" heading in the right-hand column of this page or contact CCC and provide your Social Security Number and email address. If you take the latter approach, CCC will submit your information to Vanguard and Vanguard will send a partially completed Account Application Form to your email address.
The Vanguard Group (aka: Vanguard) Web Homepage
Vanguard has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Vanguard, 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 Vanguard 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
Vanguard offers the following type of 403(b) investment option:
- 403(b)(7) Custodial Mutual Funds (No-Load)
- End of List
Roth 403(b) Contribution Policy
Vanguard does NOT accept Roth 403(b) contributions.
Investment products of Vanguard are marketed using the following approaches:
- End of List Declared by Vanguard
Helpful Employee Resources
Vanguard 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 Vanguard 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 Vanguard, please visit our General The Vanguard Group 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.
The Vanguard Group (aka: Vanguard) - Oregon City Status
Oregon City School District has entered into Direct ISA with The Vanguard Group.
The Vanguard Group Plan Number
When contacting Vanguard or its local contacts, have ready your Oregon City - The Vanguard Group GROUP NUMBER: 10108391
Oregon City EIN
When contacting Vanguard or its local contacts, you may require the Oregon City EIN: 936000264
Oregon City 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 Vanguard on Oregon City list of authorized vendors.
- 403(b) Customer Service (Participants and Plan Sponsors) - 1-800-962-5068
Request Additional Information from The Vanguard Group
Contact Vanguard directly if you have additional questions about Vanguard products or services.
Vanguard has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
The Vanguard Group has signed a Direct Information Sharing Agreement with Oregon City and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Oregon City 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).
Employer Minimum Contribution
requires a minimum monthly contribution of $25.00. Some Vendors may require minimum amounts higher than this while others may not (see below).
Vendor Minimum Contribution
The Vanguard Group
does not require any monthly contribution amount
The Vanguard Group has supplied the following forms which may be PDFs or online submittals:
Please contact Vanguard to request any other type of forms you might need.
Oregon City Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Oregon City 403(b) Plan and much more on the Oregon City Information Page, available by clicking here.