Changing Your Investment Options

There are two types of changes that you can make with respect to the manner in which your account is invested: 1) a change in the way future contributions are invested, and 2) a change in the way your current account balance is invested. An allocation change is the way you direct the investment allocation of your future contributions. An inter-fund exchange (transfer) is the way you change the manner in which the current assets in your account are invested.

There are several ways that you will be able to make an allocation change or transfer assets among fund options. You can:

• Online through this website: log into your online account on the Home page > Investments & Research > Manage Investments.
• Call Customer Service at (800) 584-6001. Customer Service is available Monday - Friday 5:00 a.m. – 6:00 p.m. (Pacific Time).
• Utilize the voice response unit (VRU) by dialing the above toll-free number available 24 hours a day.
• Call our Portland office at (503) 937-0378 or toll-free at (800) 238-6281 if you would like to meet with one of the local representatives for assistance in making investment changes.