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Text of Ninth Circuit Opinion: Beneficiary Designation Forms Are Not 'Plan Documents'
U.S. Court of Appeals for the Ninth Circuit Link to more items from this source
Jan. 29, 2015

From the summary provided by the court: "The plan participant formally designated his wife as his beneficiary. After their divorce, he designated his son as beneficiary over the telephone but did not sign and return beneficiary designation forms. The panel held that the beneficiary designation forms were not 'plan documents' governing the plan administrator's award of benefits ... The panel concluded that there was a triable issue as to whether, under state law, the plan participant strictly or substantially complied with the governing plan documents' requirements for changing his beneficiary designation. The panel remanded the case for further proceedings." [Becker (plaintiff in interpleader) and Mays-Williams v. Williams, No. 13-35069 (9th Cir. Jan. 28, 2015)]

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