Sample Beneficiary Designation

Naming UT Dallas as the beneficiary of a qualified retirement plan, life insurance policy or in some other way can help you realize significant tax savings. Making a charitable gift from your retirement plan is easy and should be cost-free. Simply request a “change-of-beneficiary form” from your plan administrator. Please use the following information:

The University of Texas at Dallas, a Texas nonprofit corporation, is presently located in Richardson, Texas.
 
Tax ID # 75-1305566

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Primary Beneficiary Designation

Full name (Last, First, Middle Initial) Relationship SSN/TIN Address (Street, City, State, ZIP) Share %
Doe, Ellyn Spouse 333-33-3333 123 Main St., Anytown, USA 12345 60%
Doe, Kate Sister 222-22-2222 456 Main St., Anytown, USA 12345 20%
The University of Texas at Dallas Charity 75-1305566 800 W. Campbell Road, Richardson, TX 75080-3021 20%
      TOTAL: 100%

 

For More Information

If you have any questions, please contact Anna LeBlanc, director of gift planning, at anna.leblanc@utdallas.edu or 972-883-6023.