Further considerations once you are ready to complete your forms
The beneficiary forms associated with life insurance, retirement accounts, certificates of deposit and other financial arrangements are often plain-vanilla, one-size-fits-all documents — especially forms made available online.
- You should contact your account manager or customer service representative if you wish to make a designation that goes beyond just the name of a person or organization. For example, it's possible to name KQED to receive part or all of your IRA, in exchange for a charitable gift annuity payable to a surviving spouse or others.
- Make sure special instructions are included on a separate page attached to the beneficiary form.
- It's important to ensure that the company understands and consents to any special beneficiary language, and to have your attorney look over these documents as well.
Our Gift Planning staff will be glad to provide you with appropriate language for naming KQED as one of your beneficiaries, or to assist you in any other way you would find helpful.
Also on KQED.org this week ...
Drought Watch 2015: Record-Low Sierra Snowpack
The Sierra Nevada snowpack, which typically supplies nearly a third of California's water, is showing the lowest water content on record: 6 percent of the long-term average for April 1. That shatters last year's low-water mark of 25 percent (tied with 1977).
"Boomtown" History of the San Francisco Bay Area
KQED's "Boomtown" series will seek to identify what is happening in real time in the current boom, and also draw out the causes and possible solutions to the conflicts and pressures between the old and the new.