SSRRS Posted January 22, 2019 Posted January 22, 2019 If husband at age 70.5 elected a 100% J&S annuity and passed away can the surviving spouse now take a lump sum that is equivalent to her receiving a monthly annuity (ie lump sum of the 7,500 monthly that she is supposed to receive)Thank you very much.
Mike Preston Posted January 22, 2019 Posted January 22, 2019 Not unless the plan is terminating. And then, only if allowed by the plan. That is, it isn't a decision that is solely up to the spouse.
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