Vanguard ISAs

Individual CCC Client Districts
Vanguard requires the use of its own Information Sharing Agreement and the Vanguard ISA must be directly between Vanguard and the District. However, the District may designate CCC as the District's agent for information sharing. The Vanguard policy statement is available by clicking here.

Individual CCC Client Districts have expressed strong interest in making Vanguard available to Employees for contributions, exchanges, transfers, and rollovers. Therefore, CCC has elected to accommodate the Vanguard requirements on a District-by-District basis, by allowing interested CCC Client Districts to enter into Vanguard ISAs that designate CCC as the party with which Vanguard is to share data on behalf of the District.

The following CCC Client Districts have entered into Vanguard ISAs, which are available by clicking on the District's name:

• Canby School District 86
• Centennial School District 28J
• Columbia Gorge ESD
• Eugene School District 4J
• Gladstone School District 115
• Gresham-Barlow School District 10JT
• Northwest Regional ESD
• North Bend School District 13
• Portland Public Schools
• Redmond School District 2J
• Tillamook School District 9

CCC Client Districts interested in entering into Information Sharing Agreements with Vanguard may complete the two forms below and submit them to Vanguard, with copies to CCC. Both forms are in fillable PDF format, so they may be completed online, printed, signed, and dated.

PLEASE NOTE: Vanguard WILL NOT process the forms unless ALL of the following criteria are met:

On the Vanguard 403(b) Plan Authorization Form:

• The first five digits of Harvey Carruth's Social Security Number must replace the five Xs appearing on the Plan Authorization Form. Call us at 503-968-8961 or toll-free at 1-877-222-3090 to obtain those five numbers.
• Be sure to include the Social Security Number of the Authorized Individual in Section 3 of the Plan Authorization Form.
• Be sure to include the E-Mail Address of the Authorized Individual in Section 3 of the Plan Authorization Form.
• The signature of the Authorized Individual/Plan Administrator in Section 7 of the Plan Authorization Form must be by the individual named as Authorized Individual in Section 3.

On the Vanguard Information Sharing Agreement Form:

• Be sure that the name of the Authorized Individual or Plan Administrator appearing on Page 2 of the Information Sharing Agreement is the same as the individual listed as Authorized Individual in Section 3 of the Plan Administration Form.
• The signature of the Authorized Individual/Plan Administrator on Page 2 of the Information Sharing Agreement must be by the same individual who signs in Section 7 of the Plan Authorization Form.

• Vanguard 403(b)(7) Plan Authorization Form
• Vanguard Information Sharing Agreement Form