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CCC will be closed on Monday, May 30th in observance of Memorial Day.

Klamath County School District

New York Life

This Vendor Page has not been approved by New York Life,
but the information provided should be useful to you.

New York Life - General Status

New York Life will definitely remain in the 403(b) market in the new regulatory environment. New York Life has entered into an Umbrella ISA with CCC (version 11/13/07). They are reviewing an updated version of the Umbrella ISA at this time that will replace the older version once it is returned.

CCC has been informed that New York Life requires original signatures on all of its forms.

New York Life Web Homepage

New York Life Homepage may be accessed here .

Product Information

Click the link(s) below for information on New York Life investment products:

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Fee Information

Click the link(s) below for information on the fees associated with New York Life accounts:

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403(b) Investment Options

New York Life offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

New York Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of New York Life are marketed using the following approaches:

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Helpful Employee Resources

New York 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 New York 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 New York Life, please visit our General New York Life 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.


New York Life - Klamath County Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

New York Life Plan Number

When contacting New York Life or its local contacts, have ready your Klamath County - New York Life PLAN OR GROUP NUMBER: T10569000, T10569001

Klamath County EIN

When contacting New York 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 New York Life on Klamath County list of authorized vendors.

Request Additional Information from New York Life

Contact New York Life directly if you have additional questions about New York Life products or services.

Information Sharing Agreement, If Applicable

New York Life 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

Klamath County 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

New York Life does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

New York Life has not provided copies of or links to any Vendor Forms. Please contact New York Life to request any 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.