Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
It is very simple to name Roots and Wings as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider’s website. Make your desired changes and return the form to establish your gift.
Legal name:
Roots and Wings, Inc.
Address:
7700 Congress Avenue, Suite 3212 Boca Raton, FL 33487
Federal tax ID number: 38-400863
Roots and Wings, Inc.
7700 Congress Avenue, Suite 3212 Boca Raton, FL 33487
Federal tax ID number: 38-4008636
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.