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Father Passed. I Was Listed As Primary Beneficiary On His Retirement Account When Account Was Created Almost 30 Years Ago. Now The Company Wants To Pay It Out To His Spouse At Time Of Death Whos Not Even Listed

Location: Phoenix Arizona

Hello, my father worked for a rather large corporation in Arizona back in late 90s and early 2000s. Around 2000 or 2001 he setup a retirement account through the corporation that had me listed as primary beneficiary and my younger brother as a secondary. He worked for that company until roughly 2010 or 2011 if memory serves me right and then left to work elsewhere. Him and last spouse met and married I believe 2012 or 2013 a little after he left and went elsewhere for work. He unfortunately passed a few months ago and his former corporation got ahold of me a few weeks back saying he had an retirement account created when he first started there and i was named sole primary beneficiary. I submitted all paperwork and got a phone call today from the company claiming I was no longer going to be the one to get the money because they see on the death certificate he was married at the time of his death. They claim Spouse automatically becomes beneficiary and over-rides listed beneficiary.

submitted by /u/Digger977
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Father Passed. I Was Listed As Primary Beneficiary On His Retirement Account When Account Was Created Almost 30 Years Ago. Now The Company Wants To Pay It Out To His Spouse At Time Of Death Whos Not Even Listed

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