<div dir="auto">The decedent's first wife was listed. She passed away. When decedent remarried he did not update his beneficiary. <br><br><div data-smartmail="gmail_signature">Jamia S. Burns<br>Attorney at Law - Estate Planning <br>360-739-6379<br><a href="http://www.jamiaburnslaw.com">www.jamiaburnslaw.com</a><br><a href="mailto:jamia@jamiaburnslaw.com">jamia@jamiaburnslaw.com</a><br>Mail: P.O. Box 29453<br>Bellingham, WA 98228<br>Office: 1200 Dupont Street, Ste. 1-D<br>Bellingham, WA 98225 (by appointment only)</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Mar 6, 2019, 5:57 PM John Creahan <<a href="mailto:john@cairn-law.com">john@cairn-law.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959">Was someone else listed as the deceased Boeing employee’s beneficiary?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959">I have represented Boeing employees, but never had to deal with Boeing Retirement issues.
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959">It seems odd that the surviving spouse is not the default beneficiary under the plan.<b><u></u><u></u></b></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959">Is Boeing Retirement a 401(k) plan?<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959">John Creahan</span><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959"><u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959"><a href="http://www.cairn-law.com/" target="_blank" rel="noreferrer"><span style="color:#595959">www.cairn-law.com</span></a><br>
206-578-5877<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Tw Cen MT",sans-serif;color:#595959">Fremont office:<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Tw Cen MT",sans-serif;color:#595959">3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103</span><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;color:#4f6228"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span>From:</span></b><span> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" rel="noreferrer">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" rel="noreferrer">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Jamia Burns<br>
<b>Sent:</b> Wednesday, March 6, 2019 12:42 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank" rel="noreferrer">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Small Estate Affidavit and Retirement<u></u><u></u></span></p>
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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! <u></u><u></u></p>
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Jamia S. Burns<br>
Attorney at Law<br>
(360) 739-6379<u></u><u></u></p>
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<span style="font-size:9.5pt">Office: 1200 Dupont St., Suite 1-D<u></u><u></u></span></p>
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<span style="font-size:9.5pt">Bellingham, WA 98225 (By Appointment Only)</span><u></u><u></u></p>
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Mail: P.O. Box 29453<u></u><u></u></p>
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Bellingham, <span style="color:black">WA 98228</span><u></u><u></u></p>
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<span style="color:black"><a href="mailto:jamia@jamiaburnslaw.com" target="_blank" rel="noreferrer">jamia@jamiaburnslaw.com</a></span><u></u><u></u></p>
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<span style="color:black"><a href="http://www.jamiaburnslaw.com" target="_blank" rel="noreferrer">www.jamiaburnslaw.com</a></span><u></u><u></u></p>
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