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Guest Max151
Posted

A married person is a member of PERS dies and names his girlfriend as beneficiary. He is not divorced! is the wife treated as a surviving spouse, is entitled to widows benefits? Is girlfriend still treated as beneficiary? Any case history?

Posted

Probably depends on what the plan says, and state/local statute(s).

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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