Sample Beneficiary Designation
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:
Legal Name…………………………University of Idaho Foundation, Inc.
Address…………875 Perimeter Drive MS 3143, Moscow, ID 83844-3143
Federal Tax ID Number…………23-7098404
Download sample beneficiary designation
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, JD, AEP ®, senior director of Estate, Trust and Gift Planning at 866-671-7041 or giftplanning@uidaho.edu.