ATTACHMENT XII
Sample
Insurance Owner/Beneficiary
Designation
Language
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
Mailing Address:
Texas State University-San Marcos
JCK 960
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.