spousal waiver
Is a spousal waiver signed using a power of attorney valid.
Fidelity is stating that you can not sign a spousal waiver using a POA
Is a spousal waiver signed using a power of attorney valid.
Fidelity is stating that you can not sign a spousal waiver using a POA
Permalink Submitted by Alan - IRA critic on Fri, 2023-01-27 16:00
What type of waiver, to allow a different beneficiary than the spouse? What type of plan is this? If FIdelity will not accept it, perhaps due to state or their own rules, they cannot be forced to. Or perhaps the POA itself has limited authority.