Beneficiary Designation

Benefits

• Tax efficient: Making a gift to Dartmouth through your retirement plan account results in significant tax savings.
• Flexible: You may change the percentage or amount you distribute should your circumstances change. The process is simple and can be handled through your plan’s administrator.

You can name Dartmouth as a sole beneficiary, co-beneficiary, or a contingent beneficiary of your retirement plan.

You can also name Dartmouth a beneficiary of any of the following:

• Individual or group life insurance policies
• Bank accounts
• Commercial annuities
• Donor-advised funds

When you make Dartmouth a noncontingent beneficiary of your plan, you become a member of the Bartlett Tower Society.

How It Works

Funds in retirement savings accounts grow substantially over time. Yet a large portion of accounts can be lost to taxes (both income and estate) if they are left to a family member other than a spouse. By making Dartmouth a beneficiary of your deferred retirement plan (e.g., 401(k), IRA, etc.), the College can use the full value of your gift without paying taxes. You have the satisfaction of knowing that the full amount of your gift will benefit Dartmouth.

The legal beneficiary should be referred to as Trustees of Dartmouth College.

Distributions should be sent to:

Gift Planning Office
Dartmouth College
6066 Development Office
Hanover, NH 03755

Dartmouth’s tax Identification number is 02-0222111.

Next Steps

Contact the office that administers your 401(k) plan or IRA and request a beneficiary designation form. You may also contact Dartmouth Gift Planning to share your intent or to request more information about beneficiary designations.