How to proceed

Making The First Church of Christ, Scientist the beneficiary of a retirement account is essentially a matter of completing a beneficiary form provided by your account manager. If you are interested in providing for the Church through your retirement plan, please e-mail, call or write our office.

We are pleased to advise you:

  1. Our correct legal name, for use in filling out the beneficiary designation, and other information that may be required by your plan administrator in order to complete the beneficiary designation
  2. Suggested language to fit any special needs or circumstance

 

You will need to share with us:

  1. The type of retirement plan in which you participate: 401(k) plan, 403(b) plan, Individual Retirement Account, etc.
  2. Whether you are currently married (except for IRAs, a spousal waiver will be required)
  3. The amount you intend to leave to the Church
  4. Your desire to learn more about the possibility of reserving lifetime income from this gift, to benefit a family member or loved one
  5. Any pertinent contact information, including address and telephone, of the manager of your retirement account

 

You can contact our office at philanthropy@csps.com, by phone at 1-800-288-7155, extension 3288, or write to us at the address below. We look forward to hearing from you.

The First Church of Christ, Scientist
 Philanthropy, P05-10
 210 Massachusetts Avenue
 Boston, MA 02115-3195 USA