Investment Change Form
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- Cornelius Lee Gardner
- 5 years ago
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1 Important information about this form: Fill out this form to make changes to your investment strategy in your Oregon College Savings Plan account. You can make changes to your investment strategy up to twice per calendar year, or when you change the Beneficiary of the account to a qualified Member of the Family. An investment change to or from an account in another Plan in the network for the same Beneficiary will be considered a change among investment portfolios for the purposes of this restriction. All investment strategy changes submitted at the same time would be counted as one strategy change. When you transfer money FROM an investment option, there s a $5 withdrawal minimum. Unless you decide to withdraw all the funds from a portfolio, you can withdraw up to 90 of the portfolio s balance or leave a balance of at least $25. Need help? Give us a call Monday Friday from 6am 5pm PT at or (TTY) Mail the form to: Oregon College Savings Plan P.O. Box 9651 Providence, RI Overnight Mail: Oregon College Savings Plan 4400 Computer Drive Westborough, MA When you transfer money TO an investment option, there s a $5 contribution minimum to existing portfolios and a $25 minimum to open a new portfolio. It can take up to 10 business days for the investment change to process. A Medallion Signature Guarantee is required for an Entity account or an account for which the individual completing the form is acting in a legal capacity as a representative of the Account Owner (Step 4). Make sure you use black ink to type or print clearly in capital letters. 1 Oregon College Savings Plan account information Name of Account Owner (First and last) Account Owner s Social Security or Taxpayer Identification Number OS Oregon College Savings Plan account number (for account numbers less than 11-digits, please use leading zeros) 1
2 2 Investment change instructions These changes apply to the assets currently in your account; it will not change your allocation instructions for future contributions. In the Reallocate funds FROM section, please indicate the investment option with the corresponding dollar amount from which you are reallocating assets. In the Reallocate funds TO section, please indicate the investment option with the corresponding amount to which you are reallocating assets. If you d like to complete reallocations from more than 3 portfolios, please submit multiple copies of this page of this form. All reallocations will be processed together and will only count as one investment change. Please refer to the Plan Disclosure Booklet for a list of available investment options. Please clearly print the portfolio name, code and amount you d like to contribute below. Reference the Portfolio Options Appendix at the end of this form for a list of all portfolio names and codes. Reallocation #1 A Move funds FROM the following option: Select one: Partial amount Liquidate this portfolio in full $,. B Move funds TO the following option: Total = 100 2
3 Reallocation #2 A Move funds FROM the following option: Select one: Partial amount Liquidate this portfolio in full $,. B Move funds TO the following option: Total = 100 3
4 Reallocation #3 A Move funds FROM the following option: Select one: Partial amount Liquidate this portfolio in full $,. B Move funds TO the following option: Total = 100 4
5 3 Sign the form By signing this form, I authorize the investment change of funds from my current investment portfolio(s) in Step 2 to the investment portfolio(s) as indicated. I certify and understand the following: An investment change of funds among investment portfolios for my account can only be requested twice per calendar year. I authorize the investment change of assets in my account per my instructions in Step 2. If I am making contributions by payroll deduction or monthly transfer, I understand that those recurring contributions will continue into my previously designated investment portfolio(s) unless updated by me. I understand that if I set up an online gifting page, gift contributions made to this account will continue being made to the investment portfolio I designated when setting up the page, unless updated by me. I understand that this investment change of funds will become effective upon the Plan s receipt of this form in good order. I certify that I am the Account Owner, or can provide a Medallion Signature Guarantee to have the authority to act as the Account Owner. Signature of Account Owner/Custodian/Authorized Representative of Entity Date (mm/dd/yyyy) 5
6 64 A Medallion Signature Guarantee Only complete this step if you are acting on behalf of the Account Owner or you re an Entity Account Owner. Keep in mind that: You re providing the following information as underwritten certification that your signature is genuine. You can get a Medallion Signature Guarantee from an authorized officer of a bank, broker, or other qualified financial institution. A notary public doesn t qualify, and you cannot guarantee your own signature. You may be required to provide proof of your authority to act on behalf of the DreamAhead account. Only sign if you are in the presence of an authorized officer providing the Medallion Signature Guarantee. I certify that the information provided herein is true and complete in all respects, and that I have read and understand, consent, and agree to all the terms and conditions of the Plan Disclosure Booklet. Signature of Account Owner/Custodian/Authorized Representative of Entity Have the Authorized Officer stamp here Signature Guarantor Title Name of Institution Date (mm/dd/yyyy) 6
7 Appendix Oregon College Savings Plan Portfolio Options For descriptions and details about all of these portfolio options, please go online to or see the Plan Disclosure Booklet for important information including descriptions, details, and risks about the investment options before making a decision. College Enrollment Year Static Portfolios Portfolio Name Portfolio Name ORC36 Enrollment Year 2036 ORCCO Target Risk Conservative ORC35 Enrollment Year 2035 ORCMO Target Risk Moderate ORC34 Enrollment Year 2034 ORCAG Target Risk Aggressive ORC33 Enrollment Year 2033 ORCDU Diversified U.S. Equity ORC32 Enrollment Year 2032 ORCDI Diversified International Equity ORC31 Enrollment Year 2031 ORCDF Diversified Fixed Income ORC30 Enrollment Year 2030 ORCIN Diversified Inflation Protection ORC29 Enrollment Year 2029 ORCBI Balanced Index ORC28 Enrollment Year 2028 ORCSC Social Choice Balanced ORC27 Enrollment Year 2027 ORCSF Short-Term Fixed Income Index ORC26 Enrollment Year 2026 ORCUE U.S. Equity Index ORC25 Enrollment Year 2025 ORCIE International Equity Index ORC24 Enrollment Year 2024 ORCFI Fixed Income Index ORC23 ORC22 ORC21 ORC20 ORC19 Enrollment Year 2023 Enrollment Year 2022 Enrollment Year 2021 Enrollment Year 2020 Enrollment Year 2019 ORCXX ORCPI FDIC-Insured Option (replacement for Principle Plus Interest) Principal Plus Interest (You may only withdraw money from this portfolio, no money may be added to this portfolio.) ORC18 Enrollment Year 2018 ORC17 Enrollment Year 2017 ORC16 Enrollment Year 2016 ORC15 ORC14 ORC13 Enrollment Year 2015 Enrollment Year 2014 Enrollment Year 2013 The investment information on this page has been provided by Sellwood Consulting, the investment advisor for the Oregon College Savings Plan. Before you make a decision, review the Plan Disclosure Booklet to learn about the important details and risks of each investment option. 7
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