Planning for Your Beneficiaries

Life is an unpredictable journey, but one thing is certain — at the end of our time here on Earth, we will go home to the Lord. We can prepare for our loved ones by organizing and sharing important wishes and information, including, but not limited to finances.

We encourage you to download and review “Planning for My Beneficiaries,” a joint effort between The Endowment Board, The Retired Clergy Association, and Board of Pensions. This is an overview document with everything in one place (though it is not legally binding). Remember to review it annually and notify someone you trust of its safe location.

Download the document from the link below. The pdf format can be filled out on your computer. Saving both a digital copy and a printed version is recommended. You can also print the document and fill it out by hand.

Beneficiaries Form (pdf)