If you would like to include a gift in your estate plans without changing your will, consider making OETA the beneficiary of one of these:
- A life insurance policy
- Your IRA or other retirement plan
- A savings account
- A stock brokerage account or mutual fund
Easy to Do
Simply contact your insurance agent or IRA administrator and ask for a change of beneficiary form. You might be able to get the form online. Add OETA Foundation, 7403 North Kelley Avenue, Oklahoma City, OK 73111; federal tax ID number 73-1175503 as a new beneficiary to receive a portion of the death benefit/remainder.
For the bank and brokerage accounts, ask your representatives how you can make them Transfer on Death (TOD) accounts. Then name OETA Foundation as the entity that will receive whatever remains in those accounts at your death.
Tell Us You Did It!
Commitments like these make you a member of our Legacy Society. Call Louise Lee at 405.848.8501 to let us know that you are a new member!
Estate plans should be made with your financial advisor. OETA Foundation will be happy to work with you and your professional advisor to discuss the benefits of the plans listed here and how they can work for you. Please contact us anytime.