Beneficiary Designations determines how to name Kimochi as a beneficiary of retirement accounts, life insurance policies, brokerage accounts, and savings and checking accounts.
Did you know that the disposition of certain assets (retirement accounts, life insurance policies, brokerage accounts, savings and checking accounts) is determined by beneficiary designations, not by a Will or a Living Trust, after someone passes away?
Naming Kimochi as a beneficiary of one of these assets is an easy way to leave a meaningful gift to Kimochi. Here’s how:
Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
Decide what percentage (1 to 100) you would like Kimochi to receive.
Name Kimochi as a primary or secondary beneficiary and indicate the percentage you would like Kimochi to receive.
Return the completed form to your plan administrator, insurance company, bank or financial institution.
You’ll need this information to complete a beneficiary designation form:
Kimochi’s legal name and address: Kimochi, Inc. 1715 Buchanan Street, San Francisco, CA 94115
Kimochi’s tax identification number: Tax I.D. #23-7117402
This information is not intended as tax or legal advice. We recommend that you consult with your legal and financial advisors to learn how a gift would work in your circumstances.
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