All the forms you need in one place

You can manage almost anything related to your account by simply logging in.

If you prefer using a digital or paper form, you can find it here. Downloadable (PDF) forms are easy to print or save for convenient access when you need them.

Auto-enrollment / Opt-out form

This combines notice of OregonSaves auto-enrollment and program highlights with an Opt-Out Form to use if you decide you do not want to participate in the program.

Add a beneficiary

Use this form to change or add primary beneficiaries and secondary beneficiaries.

Add additional beneficiaries

Use this form to change or add primary beneficiaries and/or secondary beneficiaries that will not fit on your Add a Beneficiary Form.

Account maintenance

Use this form to change your name, permanent and/or mailing address, phone number, email address, contribution rate, annual increase, or bank information.

Withdrawal request

Use this form to request a withdrawal from your account.

Excess removal worksheet

Use this form if your contributions exceed the annual Roth IRA contribution limit or your income exceeds the maximum allowed for Roth IRA contributions and you need to make a withdrawal to correct the excess.

Recharacterization form

Use this form to move a contribution originally made to a Roth IRA into a Traditional IRA.