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Philomath School District 17J

Western United Life

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

General Status

Western United Life no longer offers new 403b individual annuities, but will continue to administer existing accounts. They have signed CCC's Information Sharing Agreement.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Western United products:

Marketing Information

Investment products of Western United are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:


Philomath Status

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

Philomath Plan Number

When contacting Western United to open an account, please reference Plan Number: To Be Determined

Philomath Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

Western United offers the following type(s) of investment option:

  • Fixed Annuities

Roth 403(b) Contribution Policy

Western United does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Western United to request your form.