BG5150 Posted November 29, 2021 Posted November 29, 2021 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, ERPATwo wrongs don't make a right, but three rights make a left.
BG5150 Posted November 29, 2021 Author Posted November 29, 2021 Found one! Thanks to anyone who was looking for me... QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
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