[WSBARP] help - changing annuity beneficiary

[Jim Doran]

She needs to get in touch with the financial institution that holds the
investment.

Jim Doran


James R. Doran
Attorney at Law
100 E. Pine Street -  Suite 205
Bellingham, WA 98225
(360)393-9506
jim at doranlegal.com
www.doranlegal.com

On Mon, Jun 11, 2018 at 1:29 PM, Melinda Grout <mkgroutlaw at gmail.com> wrote:

> Client dying.  Wants to change beneficiary on single life annuity
> purchased in 2008, to name her husband as beneficiary.   Current
> beneficiary is old boyfriend - this was not a marriage, only a 4 year
> relationship.  Client was told by the past employer that she cannot change
> it at this stage.
>
> I remember something about this from years past, but hopefully someone can
> tell me if this is correct, or if client  has any options here.
>
> Regards,
>
> Melinda Grout
> Law Office of Melinda K Grout, PS
> 17325 W. Main Street / P.O. Box 1360
> Monroe, WA  98272
> 360-794-4322  / Fax: 425-744-6745
>
> Emphasizing Estate Planning, Probate, and Elder Law
> mkgroutlaw.com
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