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Estate Intention Form

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  • Estate Intention Form


 

(*) denotes required information.

* Name:

* Address:

* City:

* State:

* Zip Code:


I have made the following provision for Keystone College in my estate plans:

Bequest
 Residuary Bequest

Keystone College's percentage of residue estate %
Estimated value of bequest $

Outright bequest in my will $

   

Bequest subject to conditions (please describe)

 

 

Trust arrangement with Keystone College as a beneficiary

Present size of trust corpus $
Keystone College's percentage of remainder interest   %
Trustee (if other than Keystone College) 
   

Life Insurance Policy

Policy Face Amount $
Policy Number #
Name of Insurance Company
Type of Policy
   
Keystone College's interest subject to conditions (please describe):
 
Other Planned Gift (please describe):
   
If restricted, (please describe):
:
 

Would you like to be listed in the Evergreen Society directories?

 
Yes, please list my name (and/or my spouse’s name) in all Evergreen Society directories
 
List name in the following manner 
 
No, I prefer that you do not include my name in the published list of Evergreen Society.