National Life Insurance Company (aka: National Life) - General Status
National Life Insurance Company maintains limited involvement in the 403(b) market, will accept contributions into and maintain existing accounts, but will not open new accounts. National Life has signed CCC's Umbrella ISA and CCC's Good Faith Compliance Resolution.
National Life Insurance Company (aka: National Life) Web Homepage
National Life Homepage may be accessed here .
Click the link(s) below for information on National Life investment products:
Click the link(s) below for information on the fees associated with National Life accounts:
403(b) Investment Options
National Life offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
National Life does NOT accept Roth 403(b) contributions.
Investment products of National Life are marketed using the following approaches:
- End of List Declared by National Life
Helpful Employee Resources
National Life 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 National Life 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 National Life, please visit our General National Life Insurance 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.
National Life Insurance Company (aka: National Life) - Klamath County Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
National Life Insurance Company Plan Number
When contacting National Life or its local contacts, have ready your Klamath County - National Life Insurance Company PLAN OR GROUP NUMBER: To Be Determined
Klamath County EIN
When contacting National Life or its local contacts, you may require the Klamath County EIN: 936000543
Klamath County 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 National Life on Klamath County list of authorized vendors.
Request Additional Information from National Life Insurance Company
Contact National Life directly if you have additional questions about National Life products or services.
Information Sharing Agreement, If Applicable
National Life Insurance 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 Klamath County 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
requires a minimum monthly contribution of $50.00. Some Vendors may require minimum amounts higher than this while others may not (see below).
Vendor Minimum Contribution
National Life Insurance Company
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
National Life Insurance Company has supplied the following forms which may be PDFs or online submittals:
Please contact National Life to request any other type of forms you might need.
Klamath County Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Klamath County 403(b) Plan and much more on the Klamath County Information Page, available by clicking here.