Sample Beneficiary Language
One of the simplest ways to make a gift is through a beneficiary designation. It is as easy as completing a form, which is often even available online. Unlike wills or trusts, beneficiary designations usually don't require a trip to your lawyer!
The following information is usually all that is needed:
Legal Name: Services & Advocacy for GLBT Elders (SAGE)
Address: 305 Seventh Ave 15th Floor New York, NY 10001
Federal Tax ID Number: 13-2947657 (Enter this if asked for the beneficiary's Social Security Number or an Employer Identification Number.)
Beneficiary designations are used with a variety of different assets:
The material on these pages is for general information. SAGE does not render tax, accounting, financial, or legal advice. Please consult with your tax, financial, and legal advisors regarding your personal circumstances.