Get Oregon Savings Growth Plan (osgp) Application Form - Clackamas ... - Depts Clackamas

Filling out the Oregon Savings Growth Plan (OSGP) Application Form is a crucial step for individuals looking to manage their savings through this investment plan. This guide provides detailed instructions to ensure that users can complete the form smoothly and accurately.

Follow the steps to successfully complete your OSGP Application Form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by entering your personal information in the 'Your Information' section. Fill in fields such as your name, Social Security number, address, phone numbers, employer or state agency, hire date, date of birth, and email address.
3. Indicate your contribution options. Specify whether you will be contributing on a pre-tax or Roth (after-tax) basis. Enter the monthly deferral amount for each option, ensuring the minimum contribution of $25 is met.
4. Select your investment options in the 'Investment Options' section. You can choose from Target Date Funds or Individual Asset Class Funds. Specify the percentage allocation for each fund you select, ensuring that the total equals 100%.
5. Review the risk and return descriptions in the Investment Options Booklet before finalizing your investment choices. Be sure to acknowledge the potential risks associated with your investments.
6. Sign the form in the designated area, confirming that you understand the terms of the OSGP. Date your signature.
7. If applicable, complete the Designation of Beneficiary section by providing the required information for your primary and contingent beneficiaries.
8. Ensure all fields are filled out accurately and that there are no alterations on the form, as changes could void the application.
9. After filling out the form, save changes, download, print, or share it according to your submission preferences.

Complete your application online today to take advantage of the Oregon Savings Growth Plan.