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:
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%|
For More Information
If you have any questions, please contact Anna LeBlanc, director of gift planning, at firstname.lastname@example.org or 972-883-6023.