[WSBAPT] Rescind Pension

Doug J. Lineberry djl at fidcouns.com
Fri Jan 16 11:51:16 PST 2015


If wife had to sign off you might also have her call immediately and revoke her consent.

Douglas Lineberry
Fiduciary Counselling, Inc.

Sent from my iPhone

> On Jan 16, 2015, at 1:36 PM, Tara <pugetsoundlaw at gmail.com> wrote:
> 
> Client’s retired father died unexpectedly this month, having completed his pension paperwork just a few days before his death.  He elected to receive a greater lifetime income benefit and smaller death benefit, wife had signed off.  The paperwork has been received by the employer, but the pension has not been processed by the administrator and no payouts have been made yet.
>  
> Is there any chance that the family can still rescind the setup in favor of the greater death benefit for the surviving family?  Can an appointed PR do it?
>  
> Tara M. Roberts
> Puget Sound Law
> roberts at pugetsoundlaw.com
>  
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