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Guest SMazliah
Posted

Spouse waived benefit (form she filled out is notarized, has an explantion of benefits, etc.) Even so, she claims she didn't understand what she was agreeing to. While she seems basically "up a creek", I did notice one thing:

annuity start date is 2 weeks before date waiver signed.

While that is allowed now, in 94 the "not more then 90 not less then 30" day rule didn't have the "retoractive annuity start date" language.

Is this a "per se" violation? Meaning - is the waiver invalid because she didn't sign it "not less then 30 days" before the annuity start date?

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