Thank you for joining Texas CEF as an investor-we share in the joy of knowing our resources are expanding God’s kingdom while reaching people with the love of Jesus. As an added bonus, the interest rate of return is attractive too. What a beautiful thing!
You have already displayed a stewardship heart by being in partnership with us, thank you! As a matter of ongoing responsibility in managing your resources, have you thought about how your investment will be handled in the event of your death?
Decisions today can ensure your wishes are clear and honored.
Ease for Loved Ones – By having beneficiaries in place, you can save your loved ones time, money, and unnecessary confusion during a difficult time.
Avoid Probate Delays and Costs – When a beneficiary is listed, Texas CEF does not require the Executor to provide probate documentation, which can often be complicated and costly.
Flexibility in Distribution – An investor can designate one or multiple beneficiaries and specify the percentage of funds each will receive.
Ease for Loved Ones – By having beneficiaries in place, we can save our loved ones time, money, and unnecessary confusion during a difficult time.
FREQUENTLY ASKED QUESTIONS
- What types of investments are eligible for beneficiaries? Individual investments and Joint Tenants with Right of Survivorship (JTWROS) accounts are eligible for beneficiary designations.
- What types of investments are not eligible for beneficiaries? Custodial investments, trusts, or business accounts are not eligible for beneficiary designations.
- Does the beneficiary have to be a person? No! You can name a church or any organization as your beneficiary, including the Texas CEF Capital Fund if you wish your money to continue supporting our ministry.
- Will the beneficiaries have access to my investments before my passing? No, beneficiaries are not owners of the investments. They will not receive any information regarding the investment(s) until Texas CEF is formally notified of your passing.
Ready to add Beneficiaries? You can download the Beneficiary Form here: texascef/Forms
Questions? Please call us toll free at 888-951-1233 and we would be happy to help!
