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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?<o:p></o:p></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.
<o:p></o:p></span></p>
<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 style="mso-bidi-font-weight:normal"><o:p></o:p></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?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes">John Creahan</span><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a><br>
206-578-5877<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes">Fremont office:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes">3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103</span><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#4F6228;mso-no-proof:yes"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="mso-fareast-font-family:"Times New Roman"">From:</span></b><span style="mso-fareast-font-family:"Times New Roman""> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<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 <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Small Estate Affidavit and Retirement<o:p></o:p></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! <o:p></o:p></p>
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<o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt;mso-line-height-rule:exactly">
Jamia S. Burns<br>
Attorney at Law<br>
(360) 739-6379<o:p></o:p></p>
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<span style="font-size:9.5pt">Office: 1200 Dupont St., Suite 1-D<o:p></o:p></span></p>
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<span style="font-size:9.5pt">Bellingham, WA 98225 (By Appointment Only)</span><o:p></o:p></p>
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Mail: P.O. Box 29453<o:p></o:p></p>
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Bellingham, <span style="color:black">WA 98228</span><o:p></o:p></p>
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<span style="color:black"><a href="mailto:jamia@jamiaburnslaw.com" target="_blank">jamia@jamiaburnslaw.com</a></span><o:p></o:p></p>
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<span style="color:black"><a href="http://www.jamiaburnslaw.com" target="_blank">www.jamiaburnslaw.com</a></span><o:p></o:p></p>
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<span style="font-size:8.0pt;font-family:"Arial",sans-serif;background:white">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.</span><o:p></o:p></p>
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