How to designate a beneficiary

It only takes three simple steps to make this type of gift. Here’s how to name ServeMinnesota as your beneficiary:

1.  Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.

2.  Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.

3.  Return the completed form to your plan administrator, insurance company, bank or financial institution.

Disclaimer: Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own professional advisor.