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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 NYU 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 NYU
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at NYU

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

 

Contact Us

Meryl R. Cosentino
Assistant Vice President
Gift Planning, Trusts & Estates
Phone: 212-998-6960
Email: meryl.cosentino@nyu.edu

New York University
70 Washington Square South
New York, NY, 10012
Federal Tax ID#13-5562308

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