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Full Version: Automatic Cashout - Multiple Beneficiaries
BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
t936
The accrued benefit of a participant is $6,000. The participant names two beneficiaries and dies. Can the amount payable to each beneficiary, $3,000, be automatically cashed out?
JanetM
Accrued benefit is greater than $5,000. You must have consent.
Katherine
The consent requirements do not apply after death of the participant. It's another exception to 411(a)(11) in the regulations.
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