David Posted October 23, 2002 Posted October 23, 2002 The sole participant in a MP plan made a rollover (with notarized spousal consent) of his entire acct bal to a rollover acct within his DB plan. Question 15b on the 5500-EZ says "did the plan make distributions to a married participant in a form other than a qualified joint and survivor annuity". It seems like the correct answer would be yes but that seems like a huge red flag. I'm wondering how other administrators answer this question or if anyone has any information on this. The instructions don't say much. Any input is appreciated.
Lynn Campbell Posted October 23, 2002 Posted October 23, 2002 I answer this question yes frequently, since none of my married participants take a joint and survivor annuity. As long as you have the proper consent forms, you should be fine...
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