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Beneficiary Change

L1: Beneficiary ChangeFor a non-qualified jointly owned variable annuity contract with a SEPP in place for many years using the “joint life and last survivor table” and the fixed amortization method, will changing the beneficiary before reaching age 59.5 bust or otherwise impact the SEPP? I know that the SEPP amount must be the same each year under this method, but SEPPs using the “joint life and last survivor table” are over the life expectancy of the owner and the owner’s oldest designated beneficiary when the SEPP was started, so I wondered if changing the beneficiary in a subsequent year would somehow bust the SEPP.2014-12-04 23:35, By: S, IP: [72.211.214.37]

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