Beneficiary Designations

Make a gift in 3 easy steps

Not everyone wants to commit to making a gift in their will or estate. Some prefer the increased flexibility that a beneficiary designation provides by using: 

• 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 WFT as a beneficiary:

1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.

2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.

3. Return the completed form to your plan administrator, insurance company, bank or financial institution.