Saver portal

All the forms you need in one convenient place

You can do almost anything related to your OregonSaves Roth IRA by logging onto your account, but if you prefer a form, you can find it here. These forms are in an easy-to-download format, so you can print or save them for easy access anytime, anywhere.

Auto-enrollment Notification
Spanish Auto-enrollment Notification
This fact sheet provides notice of OregonSaves auto-enrollment and an at a glance look at the program.

Opt-out Form
Spanish Opt-out Form
Use this form to indicate that you do not want to participate and make contributions to OregonSaves.

Beneficiary Designation
Use this form to change or add primary beneficiaries and contingent beneficiaries.

Beneficiary Designation Addendum
Use this form to change or add primary beneficiaries and contingent beneficiaries not listed on your Beneficiary Designation Form.

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

Distribution Request Form
Use this form to request a distribution from your account.

Excess Removal Worksheet
Use this if your contributions exceed the annual Roth IRA limits for Roth IRAs and you need to make a withdrawal to correct the excess.

Recharacterization Election
Use this form to move a contribution you originally made to a Roth IRA into a Traditional IRA with another financial organization.

Inherited IRA Beneficiary Distribution Election
If you are a beneficiary who has inherited an IRA, use this form to make a payment election for the inherited IRA assets.