• Question
  • Retirement Pension and Estate Planning

    Asked on 5/14/2012

    I am in the process of filling out my retirement forms and my wife informed me that she did not want to be included on my retirement pension. Is there something that she needs to sign so that she will not be included?

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  • Categories: Retirement Planning, Estate Planning

Answers

  • Steve 

    Steve 
    NewRetirement

    San Francisco, CA

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  • Yes. Because you are required by law to provide her with a full survivor annuity, when you submit your retirement application, you’ll have to include a signed and notarized statement from your wife stating that she is declining the survivor annuity.

    Follow the links to use our free retirement and annuity calculators

    Retirement Calculator:
    https://www.newretirement.com/retirement-calculator/default.aspx

    Annuity Calculator:
    https://www.newretirement.com/Services/Annuity_Calculator.aspx

  • Login to rate this answer:   Answered on 5/14/2012
**All above answers are provided as general information only. No warranty is made regarding the fitness or accuracy of the information provided in this answer. You should seek advice from a licensed CPA, attorney or CERTIFIED FINANCIAL PLANNER™ as to your unique financial situation.