Beneficiary Designations are often the easiest type of planned gift to do. All you have to do is name HomeStart, Inc. as a full or partial beneficiary of the remainder of your IRA, 401(k), 403(b), tax-deferred annuity, financial accounts or other qualified retirement plans.

 

Simply request a change of beneficiary form for your plan administrator and name the HomeStart as a partial (percentage or dollar value) or full beneficiary upon your passing.

 

Types of Assets to Consider:

• Retirement Plan, 401K, 403(b) or IRA

• Life Insurance

• Bank Accounts

• Donor Advised Funds

• Investment Accounts

• Commercial Annuities

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Ways to Include HomeStart

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• A gift of a particular amount of money. For example, you designate $25,000

• A gift of a percentage. For example, you designate 25% of the account's value

• Name HomeStart as a contingent beneficiary if other beneficiaries have already passed.

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HomeStart’s Legal Name: HomeStart, Inc.

 

HomeStart’s Tax ID: 04-3311270

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