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Make a gift in three easy steps
Beneficiary designations can provide increased estate planning flexibility. You can use beneficiary designations with:
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
It only takes three simple steps to make this type of gift. Here's how to name Miami University as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
- Decide what percentage you would like Miami to receive and name the Miami University Foundation, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank or financial institution.