ATTACHMENT XI

 

 

 

Sample Qualified Retirement Plan Beneficiary Designation Language

 

 

            I designate that upon my death (or the death of my spouse), $_________ (or ______ percent of my IRA account) be distributed to Texas State University-San Marcos. This gift shall be for the further benefit of the (College, School or Unit).  (If this gift is for the creation of an endowment, then the terms of the endowment should be set forth in a separate letter of instructions, to be referenced by the beneficiary designation form.)

 

 

 

 

Additional information for designation form:

 

 

Tax Identification Number for Texas State University-San Marcos:  74-6002248

 

Mailing Address:

 

Texas State University-San Marcos

601 University Drive

JCK 960

San Marcos, Texas 78666

 

Phone number: 512.245.2396

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As with any decision involving your assets, we urge you to seek the advice of your professional counsel when considering a gift to Texas State University-San Marcos