Get the free Bequest Intention Form - University of Michigans Ross School of

PLANNED GIVING DECLARATION OF INTENT LEADERSANDBEST.UMICH.EDU/GIFTPLANNING Thank you for your intention to include University of Michigan in your estate plan. In order to accurately document your

How to fill out bequest intention form

How to fill out a bequest intention form:

1. Start by downloading a bequest intention form from the organization or charity you wish to leave a bequest to. This form can usually be found on their website or obtained directly from their offices.
2. Begin by providing your personal information. This includes your full name, address, contact details, and any other requested information on the form.
3. Indicate the type of bequest you wish to make. This can be a specific dollar amount, a percentage of your estate, or specific assets such as property, stocks, or other valuables.
4. Clearly state the name of the organization or charity you want to leave the bequest to. Include their full legal name, address, and any specific instructions regarding how the bequest should be used or allocated.
5. Consider including a contingent beneficiary. In case the primary organization or charity is no longer in existence or unable to accept the bequest, you can specify an alternative beneficiary who will receive the bequest.
6. Sign and date the form. Make sure to follow any additional instructions provided by the organization or charity, such as requiring witnesses or notarization.

Who needs a bequest intention form?

1. Individuals who wish to leave a charitable contribution or gift to an organization or charity after their passing.
2. People who want to ensure that their assets are distributed according to their wishes and have a lasting impact on a cause or organization they care about.
3. Those who want to leave a legacy by supporting a cause or charity that aligns with their values and beliefs.

Note: It is always advisable to consult an attorney or estate planning professional when filling out legal forms such as a bequest intention form to ensure that your wishes are properly documented and legally binding.

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What is bequest intention form?

The bequest intention form is a document that allows an individual to specify their intentions for leaving assets or property to a specific person or organization after their death.

Who is required to file bequest intention form?

Any individual who wishes to formally document their intentions for leaving assets or property as part of their estate planning process is required to file a bequest intention form.

How to fill out bequest intention form?

To fill out a bequest intention form, an individual must provide their personal information, details of the assets or property they wish to bequeath, and specify the beneficiary or beneficiaries.

What is the purpose of bequest intention form?

The purpose of the bequest intention form is to ensure that an individual's wishes for the distribution of their assets are legally documented and carried out after their death.

What information must be reported on bequest intention form?

The bequest intention form typically requires information such as the individual's name, contact details, details of the assets or property being bequeathed, and the name of the beneficiary or beneficiaries.