Filing

Filing requirements​

  1. Transmittal and Requirements: Word,  PDF
  2. Cover Letter
  3. Required renewal and termination notices for 2016 plan year: Word ​
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Current filing forms

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Helpful hints
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Associations, Trusts and Discretionary Groups

Effective July 1, 2007, Oregon law changed the division's regulation of Associations, Trusts, and MEWAs. Refer to detailed filing requirements on the links below.

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