Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

  1. You name The University of Alabama as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to The University of Alabama
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at The University of Alabama

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Dr. Vance Bristow
Assistant Vice President for Planned Giving
205-348-4770
Vance.bristow@ua.edu

 

The University of Alabama
355 Rose Administration Building, Box 870123
Tuscaloosa, AL 35487
Federal Tax ID Number: 63-6001138

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