Naming UW as a beneficiary of a retirement plan, life insurance, or bank account is
one of the easiest ways to leave a legacy at UW.
Steps to Designate UW as a Beneficiary
Request a beneficiary designation form from your plan administrator, bank, or account
custodian.
Name the "University of Wyoming Foundation" as the primary or contingent beneficiary
on the form.
Options include 1) naming UW as the sole beneficiary, 2) designating a set dollar
amount to UW, or 3) designating a percentage of your assets to UW. Also, please note
if you would like your gift to benefit a specific college, program, scholarship, or
existing fund.
The UW Foundation is the University of Wyoming’s nonprofit fundraising organization,
and a gift designated to the UW Foundation is a gift to UW.
If needed, the University of Wyoming Foundation tax ID number (EIN) is 83-0201971.
Sign, date, and return form to your plan administrator, bank, or account custodian.
Note that your beneficiary designation takes precedence over your will or trust document.
Benefits to You
You may be entitled to tax benefits, including income tax or estate deductions.
No legal costs.
You don’t need to update your will.
You may be able to give a larger gift through your legacy than if you gave a gift
right now.
Assets You Can Designate
Retirement plans such as IRAs, 401(k)s, and 403(b)s
Term life insurance
Bank accounts
Investment accounts
Commercial annuity contracts
We recommend that you let us know that UW has been named as a beneficiary. That way,
we can thank you and answer any questions you may have about the impact of your gift.
And please contact us with questions or comments. Our assistance is at no cost to
you.
Contact Information
Brett Befus
Associate Vice President for Development Marian H. Rochelle Gateway Center 307-766-4259 |bbefus@uwyo.edu
