If you defer your Savings Program account, after the end of each calendar quarter, you will receive a Savings Program statement that reports your account activity, total fund balances and investment elections. You can use these statements to track the value of your savings under the Savings Program.

You also have access to your account statement any time by visiting http://oakridge.csplans.com. You can create an online statement for any period of time within the last 15 months. After you log in, choose your account under “Select an Option” and click on “My Statement.”

Claiming Benefits
To apply for a Savings Program payout, you should call the information line at 1-888-I-SAVE-IT. Your beneficiaries should contact the Benefit Plans Office.

If you elect a lump-sum payout, you will be mailed the payout generally within two business days. If you elect to receive installment payments, you will receive a form to complete. Installment payments generally will be mailed on the second business day of each month.

If you elect to receive an in-kind distribution rather than cash from your Vanguard Windsor account, your shares will be reregistered in an account in your name individually, generally within two weeks after your request.