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American Fidelity Assurance Company

This Vendor Page has not been approved by American Fidelity Assurance Company,
but the information provided should be useful to you.

American Fidelity Assurance Company - General Status

American Fidelity has not yet posted a company statement or 403(b) market status update at this time.

American Fidelity Assurance Company Web Homepage

American Fidelity Homepage may be accessed here .

Product Information

Click the link(s) below for information on American Fidelity investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with American Fidelity accounts:

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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
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Roth 403(b) Contribution Policy

American Fidelity does NOT accept Roth 403(b) contributions.

Marketing Information

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 - ESD123 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 ESD123 - American Fidelity Assurance Company PLAN OR GROUP NUMBER: 54302


When contacting American Fidelity or its local contacts, you may require the ESD123 EIN: 910947747

ESD123 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 ESD123 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 ESD123 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

ESD123 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.

ESD123 Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the ESD123 403(b) Plan and much more on the ESD123 Information Page, available by clicking here.