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Showing content with the highest reputation on 12/22/2014 in Posts

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  3. It is my understanding that if the plan is subject to the QJSA requirements, if the value of the total benefit is worth at least $5,000, then there are no circumstances under which lump sums can be paid without proper spousal consent. None. Further, as of any age at which a lump sum can be elected, an immediate QJSA must be offered or the spousal consent would not be valid.
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