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PLEASE PRINT ARIZONA STATE RETIREMENT SYSTEM (ASRS) COMPLETE AND SEND TO: ASRS Attn: Benefits Accounting PO Box 33910 Phoenix, AZ 85067-3910 SPOUSAL CONSENT FORM Phoenix (602) 240-2000 Tucson (520).

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Answer: A Spouse has an interest in your 401k and before that interest is given up -- as with a beneficiary change or withdrawal -- they must agree. Spousal consent rules with respect to qualified plans stem from the Retirement Equity Act of 1984 (REA).

In most cases, the account holder can name a beneficiary, whether that's a child, another relative, or someone else other than their spouse.

If the participant elects any additional forms of benefit, including a lump sum, at service separation, the participant's spouse must consent in writing to this form of distribution. IRAs have no such spousal consent rules applicable to them. Therefore an individual can name anyone he or she wants as a beneficiary.

I hereby acknowledge that under (Enter Company Name) I hereby acknowledge that under (Enter Company Name) 401(k) Plan, I am entitled to benefits at the time of my spouse's death. I understand that I would be entitled to the full amount of my spouse's benefit under the Plan.

Your spouse can choose to give up their right to your pension benefit by signing a waiver. They can either give up their right to your pension benefit completely, or they can choose to reduce the amount of your pension benefit they will receive when you die.

The purpose of the “spousal consent” form is to provide some predictability to the franchise relationship. However, with all the factors complicating even the definition of a spouse, this form may provide less predictability than the parties intend.

A spousal consent is a document signed by the spouse of a member in a limited liability company that has an operating agreement amongst the members or a shareholder in a corporation that has a shareholders agreement amongst the shareholders.

ANSWER: Spousal consent is required if a married participant designates a nonspouse primary beneficiary and may be necessary if a 401(k) plan offers one or more annuity forms of distribution.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232