OregonSaves Retirement Savings Enrollment and Opt-Out Form
This file provides information on the OregonSaves Retirement Savings program, including benefits, enrollment instructions, and the opt-out process. Users can learn about setting up their accounts, managing contributions, and the associated fees.
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How do I fill this out?
To fill out this form, provide your personal information including your name, address, and contact details. Next, verify your identification by entering the last four digits of your Social Security number or your access code and date of birth. Finally, submit the form either online, by mail, or fax.
How to fill out the OregonSaves Retirement Savings Enrollment and Opt-Out Form?
1
Provide your personal information including name and address.
2
Verify your identification with SSN or access code.
3
Decide on your contribution rate and investment choices.
4
Submit the form online, by mail, or by fax.
5
Keep a copy for your records.
Who needs the OregonSaves Retirement Savings Enrollment and Opt-Out Form?
1
Employees wishing to save for retirement through payroll deductions.
2
Individuals looking for a voluntary retirement savings program.
3
Workers who want to manage their retirement savings on their own.
4
Those looking to benefit from Roth IRA tax advantages.
5
Employees needing to opt out of automatic enrollment in OregonSaves.
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1
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2
Upload your OregonSaves form.
3
Make necessary edits to personal information and identification details.
4
Adjust contribution rates or investment choices as needed.
5
Save and download your updated form.
What are the instructions for submitting this form?
Submit your completed form online at www.oregonsaves.com, by mail to OregonSaves, P.O. Box 534423, Pittsburgh, PA 15253-4423, or overnight to OregonSaves, Attention: 534423, 500 Ross Street, 154-0520, Pittsburgh, PA 15262. You can also fax the form to 1-844-745-9611. It is advisable to keep a copy of your completed form for your records.
What are the important dates for this form in 2024 and 2025?
Ensure submission within the 30-day window after receiving the invitation to avoid automatic enrollment in 2024 and 2025.
What is the purpose of this form?
The OregonSaves Enrollment and Opt-Out Form is designed to help employees conveniently save for retirement through payroll deductions. It provides an option for workers to either enroll in the OregonSaves program or opt out if they choose not to participate. The form is aimed at making retirement savings accessible, manageable, and flexible for all eligible employees.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Includes fields for your legal name, address, city, state, ZIP code, and telephone number.
- 2. Verification Details: Fields for the last four digits of your Social Security number, access code, and birth date for identification verification.
- 3. Contribution Preferences: Options to set your contribution rate and select your investment choices.
- 4. Signature: Field for your electronic or physical signature to authenticate the form.
- 5. Submission Details: Instructions for submitting the form by mail, fax, or online.
What happens if I fail to submit this form?
If you fail to submit the form, you may be automatically enrolled in the OregonSaves program with the standard savings choices. Lack of submission can lead to unintended payroll deductions and missed opportunities to manage your retirement savings.
- Automatic Enrollment: You will be automatically enrolled after 30 days with standard savings choices.
- Unintended Deductions: Payroll deductions will begin without your consent, affecting your paycheck.
- Missed Management Opportunities: You may miss the chance to personalize contribution rates and investment choices.
How do I know when to use this form?
- 1. Upon Receiving Invitation: Submit the form within 30 days to enroll or opt out.
- 2. Opting Out: Complete the form to opt out of the OregonSaves program.
- 3. Updating Preferences: Use the form to update contribution rates and investment choices.
- 4. Personal Information Changes: Update your personal information as needed using this form.
- 5. Beneficiary Designation: Add or change beneficiaries for your Roth IRA using this form.
Frequently Asked Question
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How do I verify my identification?
Provide the last four digits of your Social Security number or your access code and date of birth to verify your identification.
Can I change my investment choices?
Yes, the form allows you to change your investment choices and contribution rates as needed.
Are there any fees associated with OregonSaves?
The only fees are an annual asset-based fee of approximately 0.50% and an annual asset management fee of $16.
What is a Roth IRA?
A Roth IRA is an individual retirement account where contributions are made after-tax and can be tax-free when withdrawn, subject to IRS criteria.
Can I opt out of the OregonSaves program?
Yes, you can opt out of the program by completing the opt-out section of the form and submitting it as instructed.
