What would you do if you had the power to do something remarkable today while making an impact that would last forever, the kind of impact that takes little time and costs you nothing? All of this is possible when you take a moment to review and update the beneficiary designations for your retirement and bank accounts.
If you have any of the following, then you have a great opportunity to leave your own lasting impact:
• IRA, 401(k) or 403(b) retirement accounts
• Investment accounts
• Checking, savings or CD account
• Life insurance you no longer need
The process of naming beneficiaries is easy. It gives you the power and control to tell your administrator who will inherit your accounts when you pass away. With a beneficiary designation, you still own the account and can continue to use it to meet your needs. To name your beneficiaries, ask your account custodian, insurance agent or bank to send you a beneficiary designation form, fill it out and return it. You can name family, friends or an organization like ours to inherit your account. When you leave a gift to us, we will be able to continue our work.
