Sample Beneficiary Designation

To designate Utica University as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

Useful Legal Information

Legal name: Utica University
Address: 1600 Burrstone Road, Utica, NY 13502
Federal Tax ID number: 16-1476258

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For More Information

Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Tim Nelson, Associate Vice President for Advancement, at (315) 792-3053 or tnelson@utica.edu.

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

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Tim Nelson

Tim Nelson

Associate Vice President for Advancement