[WSBAPT] Small Estate Affidavit and Retirement

[John Creahan]

Was someone else listed as the deceased Boeing employee’s beneficiary?
I have represented Boeing employees, but never had to deal with Boeing Retirement issues.
It seems odd that the surviving spouse is not the default beneficiary under the plan.
Is Boeing Retirement a 401(k) plan?

John Creahan
www.cairn-law.com<http://www.cairn-law.com/>
206-578-5877
Fremont office:
3417 Evanston Ave. N, Suite 312
Seattle, WA 98103


From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jamia Burns
Sent: Wednesday, March 6, 2019 12:42 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Small Estate Affidavit and Retirement

Potential client's spouse died. She was not listed on his Boeing Retirement as a beneficiary. Boeing will accept a Small Estate Affidavit, but they are demanding an EIN for the Estate. The online form at IRS.gov requires that probate has been opened to get the EIN for the Estate. Even if we get an EIN, then they will write the check to the "Estate of decedent" and surviving spouse will not be able to cash it. Any advice greatly appreciated!

Jamia S. Burns
Attorney at Law
(360) 739-6379
Office: 1200 Dupont St., Suite 1-D
Bellingham, WA 98225 (By Appointment Only)
Mail: P.O. Box 29453
Bellingham, WA 98228
jamia at jamiaburnslaw.com<mailto:jamia at jamiaburnslaw.com>
www.jamiaburnslaw.com<http://www.jamiaburnslaw.com>

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