Sample Beneficiary Designation


Sample Beneficiary Designation

To designate UI as a beneficiary of a qualified retirement plan, life insurance policy, or in some other way, please use the following information:

Legal Name…………………………University of Idaho Foundation, Inc.
Address…………875 Perimeter Drive MS 3143, Moscow, ID 83844-3143
Federal Tax ID Number…………23-7098404

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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 3143 Moscow, ID 83844-3143 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 3143 Moscow, ID 83844-3143 100%
TOTAL: 100%

 

For More Information

If you have any questions, please contact Sharon L. Morgan, Senior Director of Estate, Trust and Gift Planning at 866-671-7041 or giftplanning@uidaho.edu.