If you are investing in mutual funds, read the Intermediary Frequent Trading Policy.

We are pleased to offer you the following options to enroll in your Lewis & Clark College retirement plan.

You must complete the following forms in order to enroll:

• A Salary Reduction Agreement allows automated, pre-tax contributions from your paycheck directly to your specified plans. Click the link(s) below to download and complete the SRA for your chosen plan:
• Lewis & Clark Salary Reduction Agreement

Online enrollment is the fastest and easiest way to enroll. Before you enroll, have the following information available:

• Your investment allocations, which you select from your investment choices
• Your Social Security number
• Your beneficiary's Social Security number, birth date and address

To enroll in a plan online, click the plan name below:

• Lewis & Clark College Defined Contribution Retirement Plan
• Lewis & Clark College Tax Deferred Annuity Plan

To enroll using the paper form, follow these instructions:

• Click the link(s) below to download the enrollment materials:
• Lewis & Clark College Defined Contribution Retirement Plan
• Lewis & Clark College Tax Deferred Annuity Plan
• Complete the fields as indicated
• Sign the forms as needed
• Submit the forms to:
  

  Benefits Office Lewis and Clark College 0615 SW Palatine Hill Road Portland, OR 97219-7879