OHSU

Beneficiary Designations: Getting Started

Take the time to ensure that your retirement plan, life insurance and insurance annuity assets are distributed as you wish.

Learn More
Naming the individuals and charities that will receive your assets once you are gone can be a simple process. Most assets can pass to your intended beneficiaries by the terms of your will. Other assets, such as retirement plans, life insurance and insurance annuities, however, are not controlled by the terms of your will. These assets instead require separate beneficiary forms.

The beneficiaries of these assets can be easily modified at any time to meet your changing needs:
  • IRAs and retirement plans
  • Life insurance policies
  • Insurance annuities
If you have questions about naming OHSU Foundation as beneficiary of any of these assets, please contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or pginfo@ohsu.edu. We are happy to help, without obligation and in confidence.