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re: Legal advice - 403(b) plan

Posted on 3/28/24 at 9:42 pm to
Posted by CajunInFL
New Orleans, LA
Member since May 2007
1958 posts
Posted on 3/28/24 at 9:42 pm to
About 25K, in Louisiana.
Posted by TheOcean
#honeyfriedchicken
Member since Aug 2004
42537 posts
Posted on 3/29/24 at 3:39 am to
If you have a court order transferring the monies to the beneficiary then get a supervisor or legal involved at the institution. No reason they should be denying a valid court order. Now if your order doesn't specify the account, then you might have some issues
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