The form was ruled invalid ... normally allow the benefits to pass directly to John Doe’s contingent beneficiary. Disclaimer can be extremely helpful when two spouses die within a short period ...

Despite efforts by plan sponsors and third-party administrators/plan recordkeepers to communicate to defined contribution retirement plan ...

The standard beneficiary form that the insurance company ... Some may request a disclaimer promising not to hold them responsible. Others may allow it, but only if the document does not conflict ...

The changes could come in the form of portfolio changes ... through the use of “disclaimers.” A disclaimer provision allows your named beneficiary to say, “I don’t want this money ...

A “qualified disclaimer” is a tax-effective way to ... From time to time, retirement plan administrators may be contacted by a beneficiary who wants a deceased participant’s benefit to ...

The contingent beneficiaries named on the IRA beneficiary designation form (to inherit the IRA if ... and Iris as if Lily had predeceased Rose. A disclaimer is a refusal to accept a gift or ...

Any beneficiary who is “eliminated” by distribution of that beneficiary’s benefit or by disclaimer is disregarded in determining ... failure to make RMDs was subject to an excise tax (reported on Form ...

Not even the state Supreme Court could right the oversight: The beneficiary form Anne filled out in 1974 and never updated was legally locked down. The biggest beneficiary-form blunders Before you ...

After she died in 2004, he didn't update his plan beneficiary form. Mr. Hunter died in 2005. Because he died without a living primary or contingent beneficiary, his plan defaulted to one of five ...

Form 1310 is usually filed by a beneficiary of the deceased or by the executor of the estate of the deceased. Form 1310 is an IRS form used to claim a federal tax refund for the beneficiary of a ...

Filling out the beneficiary form for annuities might seem simple. Just fill in the names and move on. But Jeffrey Levine, an individual retirement account (IRA) consultant with Ed Slott and Co ...

The form is a helpful tool for both firms and their staff members Also In This Package Labour Law: 7 things about your annual leave Have you signed an employee beneficiary form? Do you know what ...