Legal Designation Information
Legal Designation Information to Name Us as a Beneficiary of Retirement Plans, Insurance Policies, and Bank, Brokerage and Other Accounts
Please use the following information to fill out your beneficiary form:
Name: The Retirement Resource Organization
Address:
1011 Lincoln Drive, Brighton, Michigan 48116-3794
Tax identification number:
56-2441554 (in place of Social Security number)
Relationship: Non-profit organization
Legal language: The
Retirement Resource Organization, a nonprofit corporation, organized and existing under the laws of the
State of Michigan, and with principal business address of 1011 Lincoln Drive,
Brighton, Michigan 48116-3794.
At The Retirement Resource Organization, all unrestricted charitable gifts are used strategically to support top
retirement information and support priorities. If you have a more specific purpose in mind, please contact us toll-free at (877)
855-3718 to ensure that we can meet your wishes. Whether you choose to restrict your gift or not, your support will help
provide the assistance necessary for retirees and caregivers for current and future generations.
Name a Beneficiary Home | Retirement Plans | Insurance Policies | Bank, Brokerage and Other Accounts
Information provided on our Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.
| The Retirement Resource Organization, Inc. is a tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code.
Donations are tax-deductible. | |
|
