Welcome! | Ask A Question

 
 
 
 
Question

Asked 3/13/2009

What happens to 401k dollars if there is no beneficiary listed?

How does a spouse collect 401k dollars if no beneficary is listed on a 401k plan?

 
 
 
 
 
Answers

Answer 1/1 - Submitted 3/16/2009

On a 401 (k) unless the spouse signed off ... they are automatically the beneficiary... there is no option to have another beneficiary if married, unless the spouse signs and has notorized the authority to assign another.
If there is no spouse, and no beneficiary... it gets paid to the estate.

 
 
 
 
Answer This Question Now

Type your Answer in the box below and post your answer.

Learn more about how this works

 
 
 

Related Questions (Ask a New Question)

 
If the named beneficiary of a 401k is the son of the owner of the 401k, can the surving spouse of the owner claim any part of...

Dh owned a 401k listing her son as beneficiary. she was in the process of divorcing her husband and had a settlement agreement where the husband gave up all rights to the 401k drawn up and filed with the court when she found out she had cancer. she was receiving chemo for the cancer and had a will...

See Answers

 
"federal law dictates surviving spouse as beneficiary"

I have an article here from axa which says the spouse is always the beneficiary to a 401k unless they sign a waiver, no matter who is listed. true?

See Answers

 
401k beneficiaries

My wife is the beneficiary of my 401k. no tax event when i die? my son will become the beneficiary of the 401k then. when my wife dies, do the proceeds go thru probate? or does he get a check less income tax?

See Answers

 
Related Questions

If the named beneficiary of a 401k is the son of the owner of the 401k, can the surving spouse of the owner claim any part of...


Dh owned a 401k listing her son as beneficiary. she was in the process of divorcing her husband...

 

"federal law dictates surviving spouse as beneficiary"


I have an article here from axa which says the spouse is always the beneficiary to a 401k...

 

401k beneficiaries


My wife is the beneficiary of my 401k. no tax event when i die? my son will become the beneficiary...

 

Do you have to name a beneficiary to open a 401k?


My father passed away in september, naming my aunt as executrix, but she is, to put it nicely,...

 

What happens if you cant find the beneficiary on the 401k plan?


My father passed away recently and we cant locate spouse, they have been separated for at...

 

401(k) distribution with no listed beneficiaries


I have received a request by two sons for a 401k distribution, due to death of their father,...

 
 

See more 401k questions

 
 
 
 
 

Ask A Question

Ask a new question about
401k: