Quote Quoting pg1067
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Who are "they"?

Does they matter? It was a small firm that was acquired sometime back by a large nation, maybe worldwide, company.
If the name really matters, I can name them, but for now I don't want to do so.





Makes sense. I assume the pension company wants to pay the money to the estate instead. Correct? Are you a beneficiary of her estate? Are there other beneficiaries of the estate?

They never mentioned any payout to her estate. I am the only beneficiary of her estate and only one listed, and confirmed by Citi, on the pension.


I have a hard time believing there are no lawyers or firms in Spokane that handle pension benefit matters, but you may have to go outside the area. By the way, at the opening of your post, you said this relates to estate proceedings in California. Does that mean your mother lived in California at the time of her death?
Yes, she was a Ca resident. I am a Wa resident.

Quote Quoting budwad
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I'm not so sure I agree with the previous responses until I know how old was your mother when she died and how long before she died did she request and sign the payout forms.
She was 69 years, 11 months old.
She initiated the lump sum payout on 12/10/19.
She passed on 12/13/19.


They referenced this, on one of the forms submitted:

"- If I die before January 1,2019, this election will be revoked and my surviving spouse will receive a survivor benefit."

A request for details got the additional info:

"... As noted in the SPD, the Associate benefit is payable to a surviving spouse upon death before payment start. Specifically, the SPD indicates that No survivor benefits are payable if you are unmarried... at the time of your death."

The last piece of information was not available to us. We had just found out about this pension a year prior.