[WSBAPT] Small Estate Affidavit and Retirement

[Jamia Burns]

The decedent's first wife was listed. She passed away. When decedent
remarried he did not update his beneficiary.

Jamia S. Burns
Attorney at Law - Estate Planning
360-739-6379
www.jamiaburnslaw.com
jamia at jamiaburnslaw.com
Mail: P.O. Box 29453
Bellingham, WA 98228
Office: 1200 Dupont Street, Ste. 1-D
Bellingham, WA 98225 (by appointment only)

On Wed, Mar 6, 2019, 5:57 PM John Creahan <john at cairn-law.com> wrote:

> 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
> 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
>
> www.jamiaburnslaw.com
>
>
>
> NOTICE: This e-mail may contain confidential or privileged material and is
> intended for use solely by the above-referenced recipient. Any review,
> copying, printing, disclosure, distribution, or other use by any other
> person or entity is strictly prohibited. If you are not the named
> recipient, or believe you have received this e-mail in error, please reply
> to the sender and delete the copy you received. Thank you.
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190306/e15327c1/attachment.html>