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SAMPLE BEQUEST LANGUAGE FOR BEQUESTS TO: The University of West Florida Foundation, Inc. A bequest to The University of West Florida Foundation, Inc. is a way of providing a future gift to The University

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How to fill out for bequests to form

01

Read the instructions carefully before filling out the bequest form.

02

Gather all the necessary information, such as your personal details and the details of the beneficiary.

03

Start by entering your full name, address, and contact information in the designated fields.

04

Specify the type of bequest you wish to make, whether it is a specific bequest, a percentage bequest, or a residual bequest.

05

Provide the necessary details about the beneficiary, including their full name, address, and relationship to you.

06

If you have multiple beneficiaries, make sure to list them all and specify the percentage or share they will receive.

07

Include any additional instructions or conditions for the bequest, if applicable.

08

Review the completed form for accuracy and completeness.

09

Sign and date the form, and consider having witnesses or a notary public present to ensure its validity.

10

Submit the filled-out form to the appropriate organization or entity handling bequests.

11

Keep a copy of the completed form for your records.

Who needs for bequests to form?

01

Anyone who wishes to leave specific assets or a portion of their estate to a person or organization of their choice can use a bequest form.

02

Individuals who want to ensure their wishes regarding distribution of assets after their passing are fulfilled.

03

Estate planners and lawyers who assist clients in creating wills and estate plans often utilize bequest forms.

04

Beneficiaries of a bequest may also need the form to provide necessary information and confirm their acceptance of the bequest.

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