SSRRS Posted January 22, 2019 Share Posted January 22, 2019 If husband at age 70.5 elected a 100% J&S annuity and passed away can the surviving spouse now take a lump sum that is equivalent to her receiving a monthly annuity (ie lump sum of the 7,500 monthly that she is supposed to receive)Thank you very much. Link to comment Share on other sites More sharing options...
Mike Preston Posted January 22, 2019 Share Posted January 22, 2019 Not unless the plan is terminating. And then, only if allowed by the plan. That is, it isn't a decision that is solely up to the spouse. Link to comment Share on other sites More sharing options...
SSRRS Posted January 22, 2019 Author Share Posted January 22, 2019 Thank you Mike. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now