Further considerations once you are ready to complete your formsFurther 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 financial institution 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.