To designate U of I as a beneficiary of a qualified retirement plan, life insurance policy, or in some other way, please use the following information:
Useful Legal Information
Legal name: University of Idaho Foundation, Inc.
Address: 875 Perimeter Drive MS 3150, Moscow, ID 83844-3150
Federal Tax ID number: 23-7098404
Primary Beneficiary Designation
| Full name (Last, First, Middle Initial) | Relationship | SSN/TIN | Address (Street, City, State, ZIP) | Share % |
|---|---|---|---|---|
| Emma, Smith, L | Spouse | 333-33-3333 | 123 Main St., Anytown, US 12345 | 60% |
| Melanie, Doe, J. | Sister | 222-22-2222 | 456 Main St., Anytown, US 12345 | 20% |
| The University of Idaho Foundation, Inc. | Charity | 23-7098404 | 875 Perimeter Drive MS 3150 Moscow, ID 83844-3150 | 20% |
| TOTAL: | 100% |
In the event said primary beneficiaries predecease me, I designate as a contingent beneficiary:
Contingent Beneficiary Designation
| Full name (Last, First, Middle Initial) | Relationship | SSN/TIN | Address (Street, City, State, ZIP) | Share % |
|---|---|---|---|---|
| The University of Idaho Foundation, Inc. | Charity | 23-7098404 | 875 Perimeter Drive MS 3150 Moscow, ID 83844-3150 | 100% |
| TOTAL: | 100% |
For More Information
Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Sharon L. Morgan, JD, AEP ®, Senior Director, Gift Planning, at (208) 919-1660 or giftplanning@uidaho.edu.
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Sample Language for Your Will or Trust
Sample Beneficiary Designation
Sample Codicil
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I'm here to help
Sharon L. Morgan, JD, AEP®
Senior Director, Gift Planning
University of Idaho Foundation
(208) 919-1660
giftplanning@uidaho.edu