Beneficiary Designation

3 Steps to Making a Beneficiary Gift from your Retirement Plan

Did you know that the beneficiaries named on a retirement plan determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?

If you are considering including a gift for Agnes Scott College in your will, we have a simple solution. Name Agnes Scott College as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.

It's Easy as 1, 2, 3!

• 1. Request a "change of beneficiary" form from your plan administrator or find it on your administrator's website.
• 2. List Agnes Scott College as beneficiary at the following address:
  • Agnes Scott College
  • 141 East College Avenue
  • Decatur, GA, 30030-3770
  • EIN #: 58-0566116
• 3. Let us know so we can thank you!