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Message
re: Legal advice - 403(b) plan
Posted on 3/31/24 at 7:52 pm to TheOcean
Posted on 3/31/24 at 7:52 pm to TheOcean
quote:
f 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
It sounds from the OP that they do not have an order distributing estate assets.
OP needs to go through succession to accomplish this.
This post was edited on 3/31/24 at 7:53 pm
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