Name Bishop Museum on an account.
You can designate Bishop Museum as beneficiary of a qualified retirement plan (e.g. 401(k), 403(b), 457(b), IRA), a life insurance policy, or a Donor Advised Fund (DAF). Please consult your financial advisor or tax attorney for professional advice.
Beneficiary designation instructions
IRA (Traditional or Roth) · your custodian
1. Enter the Museum exactly as follows
| Beneficiary type | Organization / Charity |
| Legal name | Bishop Museum |
| Tax ID (EIN) | 99-0161980 |
| Address | 1525 Bernice Street, Honolulu, HI 96817 |
| Phone | 808.847.3511 |
| Share | 100% |
| Relationship | Charity / Not related |
2. How to update your designation
Log in to your account or call your custodian and ask to add an organization as a beneficiary. You will need the legal name, EIN, and address on this sheet.
3. Tell the Museum
Custodians do not notify charities when they're named. Please let Liza Lee know so the Museum can honor your intentions and thank you: Liza.lee@bishopmuseum.org.
Custodian procedures change; if the steps above don't match what you see, your custodian's beneficiary form or customer service line will have the current process. This sheet is informational and not legal or tax advice.
Highlighted values are placeholders until the Museum completes its setup. Use your browser's print dialog and choose "Save as PDF" to download.