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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">This is absolutely lunacy in my opinion – the contract can (and often does) name a beneficiary where one is named but no, a financial institution doesn’t get to name someone
willy nilly. If you are still dealing with this and want to share a call, let me know.<o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal">Douglas Eden, P.S.<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave., Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Anna Van Pelt<br>
<b>Sent:</b> Friday, September 29, 2023 1:38 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] 401K without a beneficiary<o:p></o:p></p>
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<p class="MsoNormal">I'm in a debate with an HR administrator and hoping someone has encountered this before. It's a first for me. <o:p></o:p></p>
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<p class="MsoNormal">Intestate decedent failed to name any beneficiary on their 401K. They are survived by their spouse and minor child. HR administrator says the financial institution can name a beneficiary if there isn't one; I'm concerned that it needs to
go through probate. FWIW there is other separately owned real estate that is also requiring probate. <o:p></o:p></p>
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<p class="MsoNormal">Has anyone else encountered this? <o:p></o:p></p>
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<p class="MsoNormal">Thanks,<o:p></o:p></p>
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<p class="MsoNormal">Anna<br clear="all">
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<p class="MsoNormal">Van Pelt Law <o:p></o:p></p>
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<p class="MsoNormal">(206) 635-7250<o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.vanpeltlegal.com" target="_blank">www.vanpeltlegal.com</a><o:p></o:p></p>
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