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Guest calcu
Posted

We have a beneficiary who is due benefits under the plan. The beneficiary is incarcerated. I just wanted to double check that there isn't anything that would prohibit us from distribution the benefit to the incarcerated beneficiary. The beneficiary is incarcerated for something completely unrelated to why she is due benefits.

Posted

No restrictions that I know of. We just did one of these. The guy's Dad came by, picked up the forms, took them to the local jail, and got all the required signatures.

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