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Note
titleChoosing a Charity or Church Organization as a Beneficiary

In the event that you cannot or choose not to designate a personal beneficiary, you can choose a charity or church organization as a beneficiary. 

To select a charity or church organization as your beneficiary, you will need the following information:

  • Full Name and Address: Organization's Name and Street Address
  • Percentage: The percentage amount designated to go to organization (if there are multiple beneficiaries, all boxes in this column must be a sum total of 100%)
  • Date of Birth: (any date will do)
  • Relationship: Church/Charity Charity
  • Social Security Number: Organization's Tax ID Number

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