How to Name Us as Beneficiary of Your Retirement Plan

Changing your beneficiary designations is surprisingly straightforward and relatively hassle-free.

1. Simply contact your retirement plan administrator for a change of beneficiary form.
2. Decide what percentage you would like Lewis & Clark to receive.
3. Name us, along with the percentage you chose, on the beneficiary form.
4. Return the form to your plan administrator and keep a copy with your will or other estate planning records.

 You can feel good knowing that you are helping to make a difference in a manner that puts your hard-earned dollars to work, and you’re not placing a large tax burden on your loved ones.

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Find Good Advice
Consulting an estate planning attorney is a smart investment that can save you and your family money and heartache in the long run. Please seek legal advice before deciding who will get what in your estate plan.

Contact Sharon Bosserman-Benson for the Undergraduate or the Graduate School at 503-768-7911, 800-753-9292, or plangivg@lclark.edu, or the Law School development office at 503-768-6901 or lawgive@lclark.edu with any questions you have about this or other giving options.