A beneficiary designation for Equity Foundation is a simple and meaningful way to express your values and create positive change for future generations of Oregonians. After your lifetime, these assets will transfer directly to Equity Foundation without going through probate. Beneficiary designations can be made for:
- Life insurance policies
- Retirement plans, such as an IRA, 401(k), 403(b), etc.
- Bank and brokerage accounts, and other types of deposit and investment accounts (if allowed by state law and offered by your financial institution)
Designating Equity Foundation as a beneficiary is easy and does not require an attorney. All you need to do is contact your insurance company, employer, or the company that manages your retirement plan, request a beneficiary designation form, complete it, and return it. When designating Equity Foundation as a beneficiary you should use the following address and tax identification number:
P.O. Box 5696
Portland, OR 97228
Tax ID number: 93-1012688
Note: You may designate Equity Foundation as a beneficiary of all or just a percentage of your policy, plan, or account. Also, you can make Equity Foundation the primary or secondary beneficiary of a policy, plan, or account.
Questions? Contact us.
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