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Posted

Does anyone have a Disclaimer of Benefits form I can use?  I'm sure there's a standard or I could probably create my own, but I don't want to re-create the wheel.

We have a spouse who wants to disclaim the benefits of his deceased spouse and have the kids get the money. 

As I understand it, he cannot disclaim the benefit and choose who it goes to, but that's not an issue as terms of the plan say after the spouse, the benefit goes to children equally.

In this case, not in RMD pay status.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

Found one!

Thanks to anyone who was looking for me...

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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