[WSBAPT] Subpoena Duces Tecum to Boeing Retierment Systems

G. Geoffrey Gibbs ggibbs at andersonhunterlaw.com
Thu Jan 20 13:21:55 PST 2022


I suspect you are over-thinking the issue.  The Boeing Plan Administrator, in my experience, has been very cooperative once they receive a subpoena.  Try just sending one off in the normal manner and see how they respond.

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G. Geoffrey Gibbs
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dalynne Singleton
Sent: Thursday, January 20, 2022 12:51 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Subpoena Duces Tecum to Boeing Retierment Systems

I need to get retirement documents from Boeing.  I have been waiting months and now received a letter telling me to send a subpoena.
My client inherited (widow) the retirement in full as named beneficiary.  The address for Boeing retirement systems is out of state.  Has anyone successfully sent a SDT w/o court order to out of state corporation?
If not and I need court order, I would appreciate samples of how this is done - ex parte?  My reading of CR 45 points to getting a court ordered subpoena.

Dalynne Singleton
Gourley Law Group
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