Zelie’s Home as a Beneficiary
Symphony of Kindness
Experience the simplicity of supporting Zelie's Home by donating through your 401(k), 403(b), IRAs, retirement plans, commercial annuities, and life insurance.
Designate Zelie’s Home as a Beneficiary following these steps:
1. Identify Your Assets: Take stock of your assets, including bank accounts, investments, real estate, and any other significant holdings.
2. Contact Financial Institutions: Reach out to the institutions holding your assets and inquire about the process for designating beneficiaries.
3. Specify Zelie’s Home: Clearly indicate Zelie’s Home as your chosen beneficiary for the assets and percentage you wish to allocate to support our mission.
4. Provide Necessary Information:
Legal Name: Zelie’s Home
Tax ID: 85-1358110
Address: P.O. Box 25612 Garfield Hts., OH 44125
5. Confirm and Document: Verify the beneficiary designation with the respective institutions and keep a record of the documentation for your records.
Do you have an IRA, 401(k), life insurance policy, or any other assets not included in your will?
If so, these are called non-probate assets, and you must plan your beneficiaries for them separately to make your plans and designate us as a beneficiary on one or more of these assets. Contact your financial institutions to make desired changes.