Beneficiary Designations
 

Beneficiary Designation Forms

Simply obtain a beneficiary designation form from your IRA plan administrator, financial institution or insurer. Often these are available on the applicable company's website or through your company's human resources department.

Like a bequest, your gift remains revocable and is made only when you no longer need the assets. The following information is generally required:

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 Name:  Ohio Society for the Prevention of Cruelty to                            Animals.

Address:  PO BOX 546, Grove City, OH 43123  

EIN:  31-1077151   

Contact:  Teresa Landon   

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• You can make this type of gift even if you don't currently have a will.
   

• If you need to provide for a surviving partner or other family member, consider naming your partner as primary beneficiary, and Animals’ Angels as secondary beneficiary.
   

• Charities like Animals’ Angels do not pay taxes on these distributions, benefitting from 100% of your gift — whereas 60%-70% of your retirement assets may be taxed if you leave them to individual heirs.