alternate beneficiary

Receive alerts:
by e-mail
E-mail Your information will be added to a database with the sole purpose of serving your subscription. This database is the exclusive property of vLex Networks S.L. and will never be shared with any other company. By sending your request you accept the Data Protection Policy of vLex Networks S.L. I have read and accept the Terms of Use
via RSS

2.271 documents for alternate beneficiary

- 20 CFR 411.730 - What happens if an alternate participant signed an employment plan with a beneficiary before Ticket to Work program implementation in the State and the required period of substantial gainful activity is not completed by January 1, 2004?
- Code of Federal Regulations - Title 20: Employees' Benefits
- Understanding the Pitfalls of Beneficiary Designation Forms
Many individuals have a sizable portion of their wealth in various retirement savings accounts, such as IRAs, 401(k)s, and others. Decisions concerning beneficiaries of these accounts are major issues in estate planning due to the emotional ramifications of such decisions as well as the potential income tax and estate tax implications. The basic problem with beneficiary designations results when an account owner names multiple primary or alternate beneficiaries. An owner often wants an alternate to be designated for a specific beneficiary. The breach between what the account owner expects and what the institution will do can be significant. Investors should be aware of the potential tax consequences of retirement savings accounts. To protect their wishes, account holders should first re...
- CPA Journal, The
- Vol. 76 Nbr. 9, September 2006
- 20 CFR 10.911 - How is the death gratuity payment process initiated?
... or a living claimant (survivor or alternate beneficiary) may initiate the death gratuity payme...
- Code of Federal Regulations - Title 20: Employees' Benefits

- Kennedy v. Plan Administrator for DuPont Sav. and Investment Plan, 555 U. S. ____ (2009)
... (SIP), with power both to designate a beneficiary to receive the funds upon his death and to replace... or recogni[tion of] the existence of an alternate payee’s right to, or assign[ment] to an alternat...
- U.S. Supreme Court
- IRS Clarifies 403(B) Plan Termination Process
... payment is made, to the participant, beneficiary or alternate payee, as applicable, as soon as admi...
- Mondaq Business Briefing
- United States Law Articles in English
- 20 CFR 10.909 - How does an employee designate a variation in the order or percentage of gratuity payable to survivors and how does the employee designate alternate beneficiaries?
... § 10.907 and/or to make an alternate beneficiary designation under § 10.908. A designation may be ...
- Code of Federal Regulations - Title 20: Employees' Benefits
- Claims for Compensation; Death Gratuity Under the Federal Employee's Compensation Act
... so that claimants who are survivors and alternate beneficiaries of deceased employees will receive p... her death can designate an alternate beneficiary or beneficiaries to receive up to 50 percent of th...
- FR, August 18, 2009
- Rules
- Workers Compensation Programs Office
- 20 CFR 10.916 - How is the amount of the death gratuity calculated?
... to the employee's survivors or alternate beneficiaries, by taking into account any death gr... Jane Smith, pursuant to the alternate beneficiary designation provision at section 10.908 and that 1...
- Code of Federal Regulations - Title 20: Employees' Benefits
- 20 CFR 10.900 - What is the death gratuity under this subpart?
... §§ 10.906 and 10.907) or a designated alternate beneficiary (as defined in §§ 10.908 and 10.909)...
- Code of Federal Regulations - Title 20: Employees' Benefits
- 29 CFR 4022.104 - Examples.
... his death (but did not designate an alternate beneficiary to receive those payments in case Elle...
- Code of Federal Regulations - Title 29: Labor