VALIC (aka: VALIC) - General Status
VALIC will continue in the 403(b) market. VALIC has signed CCC's Umbrella ISA.
VALIC (aka: VALIC) Web Homepage
VALIC Homepage may be accessed here .
Product Information
Click the link(s) below for information on VALIC investment products:
Fee Information
Click the link(s) below for information on the fees associated with VALIC accounts:
403(b) Investment Options
VALIC offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
VALIC accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.
Marketing Information
Investment products of VALIC are marketed using the following approaches:
- End of List Declared by VALIC
Helpful Employee Resources
VALIC 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 VALIC, please visit our General VALIC 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.
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VALIC (aka: VALIC) - Bend-La Pine Schools Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
VALIC Plan Number
When contacting VALIC or its local contacts, have ready your Bend-La Pine Schools - VALIC GROUP NUMBER: 09347
Bend-La Pine Schools EIN
When contacting VALIC 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 VALIC on Bend-La Pine Schools list of authorized vendors.
Request Additional Information from VALIC
Contact VALIC directly if you have additional questions about VALIC products or services.
Information Sharing Agreement, If Applicable
VALIC 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
VALIC
does not require any monthly contribution amount
.
Vendor Forms and Online Submissions LinksVALIC has supplied the following forms which may be PDFs or online submittals:
Please contact VALIC to request any other type of forms you might need.
Bend-La Pine Schools Vendor Information PageInformation 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.
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