3 Steps to Making A Beneficiary Gift
Did you know that the beneficiaries named on a retirement plan or life insurance policy determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?
If you are considering including a gift for UT Health San Antonio in your will, we have a simple solution. Name UT Health San Antonio as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.
It’s Easy As 1, 2, 3!
- 1. Request a “change of beneficiary” form from your plan administrator.
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2. List the designation using the following Sample Beneficiary Language:
- Beneficiary: UT Health San Antonio /The University of Texas Health Science Center
- Legal Name: Estate gifts and beneficiary designations are directed to the Board of Regents of The University of Texas System for the benefit of UT Health San Antonio
- Federal Tax ID: 74-1586031
- Address:
The Office of External Relations
The University of Texas System
210 West 7th Street
Austin, TX 78701
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3. Inform us of your intentions so we can thank you!
Office of Advancement and Alumni Engagement-Health Affairs
Attention: Gift Planning
7703 Floyd Curl Drive, MC 7835
San Antonio, TX 78229
Phone: 210-567-9219
Email: plannedgiving@uthscsa.edu