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Beneficiary Designations: Getting Started

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Naming the individuals and charities that will receive your assets once you are gone can be a simple process. Most assets can pass to your intended beneficiaries by the terms of your will. Other assets, such as retirement plans, life insurance and insurance annuities, however, are not controlled by the terms of your will. These assets instead require separate beneficiary forms.

The beneficiaries of these assets can be easily modified at any time to meet your changing needs:
  • IRAs and retirement plans
  • Life insurance policies
  • Insurance annuities
If you have questions about naming East Carolina University Foundation, East Carolina Medical & Health Sciences Foundation, or the East Carolina Educational Foundation (Pirate Club) as beneficiary of any of these assets, please contact Greg Abeyounis at 252-328-9573 or abeyounisg@ecu.edu. We are happy to help, without obligation and in confidence.


Copyright © The Stelter Company, All rights reserved.

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.

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