Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Can I select a Trust as beneficiary with payment option A, B, or C?

April 26, 2017Beneficiary option payment select Trust

0

Posted

Can I select a Trust as beneficiary with payment option A, B, or C?

1 Answer

0

Posted

Trustee designations are allowed for all payment plans. You must first create the trust in a separate document and attach this trust document and a completed Form 1113, Certification of Trust, to your retirement application.