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• 1. I

     Beneficiary changed after death

     What would the possible penalty be if it is found the beneficiary forms were forged?

     • ikillratz
     • Post #27
     • Sep 8, 2019
     • Forum: Life Insurance & Annuities
  2. I

     Beneficiary changed after death

     Yeah, we got a probate lawyer to look into the case.

     • ikillratz
     • Post #26
     • Sep 8, 2019
     • Forum: Life Insurance & Annuities
  3. I

     Beneficiary changed after death

     In this situation, things just seem a little suspicious for a couple of reasons. 1. The deceased was looking to go through a divorce until finding out she would have to pay alimony. 2. Why did the deceased go get the beneficiary forms from the office and then take them home to fill out? I...

     • ikillratz
     • Post #23
     • Sep 3, 2019
     • Forum: Life Insurance & Annuities
  4. I

     Beneficiary changed after death

     Thanks for all the advise. It seems it all boils down to determining if a paper you sign and date st home charging beneficiaries is legally binding or if it needs to be turned into the retirement company to be legal. This is assuming my Aunt actually signed and dated the forms herself. It is...

     • ikillratz
     • Post #14
     • Aug 30, 2019
     • Forum: Life Insurance & Annuities
  5. I

     Beneficiary changed after death

     The retirement is $93K. The life insurance is $118K. The life insurance is frozen right now due to the beneficiary form the husband submitted

     • ikillratz
     • Post #12
     • Aug 30, 2019
     • Forum: Life Insurance & Annuities
  6. I

     Beneficiary changed after death

     trying to get her advise Yeah I know, I am just trying to get her advise

     • ikillratz
     • Post #10
     • Aug 30, 2019
     • Forum: Life Insurance & Annuities
  7. I

     Beneficiary changed after death

     I doubt it. An agent was on the phone with my mom when she was a beneficiary at first when the husband went to claim the money. The agent said the husband was 50% and my mom was 50%. There is only an issue now because the husband is fighting it. If my mom wasn't allowed to be a beneficiary I...

     • ikillratz
     • Post #8
     • Aug 30, 2019
     • Forum: Life Insurance & Annuities
  8. I

     Beneficiary changed after death

     Are beneficiary papers legal if they are signed and dated and left at home and not filed with the proper companies? I talked to one lawyer and he said if something is signed and dated it is legally binding even if it isn't turned in to the insurance and retirement companies. Is that right?

     • ikillratz
     • Post #5
     • Aug 30, 2019
     • Forum: Life Insurance & Annuities
  9. I

     Beneficiary changed after death

     Pennsylvania

     • ikillratz
     • Post #3
     • Aug 30, 2019
     • Forum: Life Insurance & Annuities
  10. I

      Beneficiary changed after death

      My mom was listed as a beneficiary on her sister's life insurance policies and her 403b retirement plan. On the retirement plan my mom was 50% beneficiary and her sister's husband was also 50% beneficiary. When the husband went to file claims on the policies he was surprised my mom was the...

      • ikillratz
      • Thread
      • Aug 30, 2019
      • Replies: 76
      • Forum: Life Insurance & Annuities
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