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Posted

Hi

Preparing distribution election forms and not possible to get notarization.

3 participants, father, spouse and daughter.

Daughter owns company 100% and can witness both parents signatures on the distribution election forms.

Father is the president of the company, can he witness his daughter's spouse's signature on the distribution election form?

Thank you

Posted

As long as the language in the plan provides that the plan administrator can witness instead of a notary and the individuals are properly determined to be representatives of the plan administrator for the purpose of witnessing signatures, I don't see why you can't do this.

Luke Bailey

Senior Counsel

Clark Hill PLC

214-651-4572 (O) | LBailey@clarkhill.com

2600 Dallas Parkway Suite 600

Frisco, TX 75034

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