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California State University, Long Beach
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Planned Giving Forms

Requesting a Charitable Distribution from your IRA

If you desire to make an IRA charitable rollover, it will be necessary to obtain the appropriate form from your IRA custodian.  If your IRA custodian does not have a specific form, you may download and send sample this letter (19Kb .PDF file) to your IRA custodian.

To ensure the CSULB Foundation acts appropriately on your wishes, please download and send sample this letter (20Kb .PDF file) to the Foundation.

 

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