My Mom (deceased 2005) was the designated beneficiary of her ex boyfriend's pension plan. He passed away (2012).

Asked 5 months ago - Chicago, IL

As the admin. of her estate (thru courts) can I obtain information regarding the plan- to find out if there was a contingent beneficiary listed.

Attorney answers (3)

  1. Gregory John Barry

    Contributor Level 14

    4

    Lawyers agree

    Answered . Is your mom's estate still open after 9 years? The pension plan proceeds would probably not be an estate asset because her boyfriend survived her. However, if your mom was the only listed beneficiary, the estate may have a claim. You need to get an attorney quickly because there is a good chance that any funds from the pension plan have already been paid out, with the boyfriend dying back in 2012. Don't get your hopes up, but see an attorney all the same just to cover all the bases.

    I hope that this answer helps you in a general sense, but it does not constitute legal advice, nor tax advice of... more
  2. David L. Carrier

    Pro

    Contributor Level 18

    4

    Lawyers agree

    Answered . Q: can I obtain information regarding the plan- to find out if there was a contingent beneficiary listed?
    A: I don't think so... your mom has no interest in the plan because she did not survive the boyfriend and there's no family relationship. I'd be surprised if you'd be allowed to serve as the boyfriend's PR and equally surprised if the court would allow discovery if you're serving as your mom's...
    Sorry, but there it is...

    This is not legal advice. I am not your lawyer. You are not my client. You cannot rely on my response to your... more
  3. Steven M Zelinger

    Pro

    Contributor Level 20

    3

    Lawyers agree

    Answered . You certainly should be able to - Since she did not survive him, it is very likely the proceeds would have gone to the contingent beneficiary or HIS estate (she was not married to him so it would go to his family - heirs at law - most likely).

    This is not legal advice nor intended to create an attorney-client relationship. The information provided here is... more

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