Beneficiary Designation

There are ways for you to make a contribution to TURN AND receive income for the rest of your life.

Here is a common arrangement:

The disposition of life insurance policies, qualified retirement plans, and other financial accounts are generally not controlled by your will or living trust.  Instead the remaining balance of your accounts or insurance proceeds are distributed to the parties you name as beneficiaries.

Designating TURN as a beneficiary of a life insurance policy, a retirement account, or other financial account is a simple and meaningful way to help ensure a strong future for consumer protection. After your lifetime, these assets will transfer directly TURN without going through probate.

Beneficiary designations can be made for:

  • Retirement plans, such as IRAs, 401(k)s, 403(b)s, etc.
  • Life insurance policies.
  • Bank and brokerage accounts, and other types of deposit and investment accounts, where allowed by state law and offered by your financial institution.

Once you decide to designate TURN as a beneficiary, simply provide our address and tax identification number, as follows, on your beneficiary designation form.

TURN, The Utility Reform Network
115 Sansome Street, Suite 900
San Francisco, CA 94104
Tax ID# 23-7351081

If you would like additional information about naming TURN as a beneficiary of a life insurance policy or one of your accounts, please contact our executive director, Mark Toney.

Please let us know if you include TURN in your estate plan so that we may thank you and welcome you as a member of the Sylvia Siegel Legacy Society.