Wartburg College - Planned Giving Guide

Beneficiary Designations: Getting Started

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 Wartburg College as beneficiary of any of these assets, please contact Mark Piel at 866-219-9115 (toll free) or 319-352-8666 or mark.piel@wartburg.edu. We are happy to help, without obligation and in confidence.

Your Next Steps
Getting Started | IRA and Retirement Plan Beneficiaries | Life Insurance Policy Beneficiaries | Insurance Annuity Beneficiaries | Action Items

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.