Legacy Society at the University of Saint Mary

Giving Your Financial Accounts

If you established your IRAs, 401(k), 403(b), saving, checking, CD, or brokerage account years ago, the manager of your account may not have asked you to list a beneficiary on your account.

What is a Beneficiary?

A beneficiary is the organization or person you name on your account as recipient of the account upon your death.

A beneficiary does not have access or control of your account while you are alive.

Oftentimes, people will list a beneficiary without telling the recipient of their decision.

Hod Do I List Saint Mary as a Beneficiary?

You can list Saint Mary as beneficiary of these accounts by contacting your financial representative where your accounts are held.

More than likely, you need the following information:

University of Saint Mary
4100 South 4th Street
Leavenworth, KS 66048
Fed Tax ID#: 48-0547846

You can list Saint Mary sole beneficiary (the one and only beneficiary), or you can include Saint Mary among a list of beneficiaries.

Your financial representative might use terms like paid-on-death (POD) or transfer-on-death (TOD).

You can also achieve the same results by listing your securities in your will and naming Saint Mary accordingly.

Questions? Please contact:

Name: Jane Ellen Liebert, C’97, Alumni & Planned Giving Officer
Email: jane.liebert@stmary.edu
Phone: 913-758-6126