3 Gifts That Don't Require Your Will
To name or change a beneficiary, simply contact the administrator of the IRA or retirement plan, or your insurance company, for a change-of-beneficiary form. If you would like to name Tallahassee Memorial HealthCare Foundation, Inc. as beneficiary, simply decide what percentage of the plan's value you would like us to receive and name us, along with the stated percentage, on the beneficiary form. Then return the form to your plan administrator or insurance company.
If you have any questions about how to name Tallahassee Memorial HealthCare Foundation, Inc. as a beneficiary, please feel free to contact Paula S. Fortunas at 850-431-5752 or firstname.lastname@example.org. We are happy to help!
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.