Sample Insurance Owner/Beneficiary
I hereby name the President of Texas State University-San Marcos as the owner and beneficiary of my (Name of Insurance Company Policy #_________________ with a face value of $_______________________.) I designate that upon my death, the proceeds will be distributed to Texas State University-San Marcos. This gift shall be for the further benefit of the (College or School). (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 ownership/beneficiary designation form).
Additional information for ownership/beneficiary designation form:
Tax Identification Number for Texas State University-San Marcos: 74-6002248
Texas State University-San Marcos
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.