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MANUAL TRANSMITTAL Department of the Treasury Internal Revenue Service 4.72.9 APRIL 1, 2006, PURPOSE (1) This transmits a complete reprint with changes for IRM 4.72.9, Employee Plans Technical Guidelines,

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What is qualified joint and survivor?

Qualified joint and survivor is a type of retirement plan payout option that allows the surviving spouse of a deceased participant to continue receiving benefits after the participant's death.

Who is required to file qualified joint and survivor?

The participant in a retirement plan is required to elect the qualified joint and survivor option if they wish to provide ongoing benefits for their spouse after their death.

How to fill out qualified joint and survivor?

To fill out the qualified joint and survivor option, the participant must indicate their decision on the retirement plan distribution form provided by the plan administrator.

What is the purpose of qualified joint and survivor?

The purpose of qualified joint and survivor is to ensure that the surviving spouse of a retirement plan participant continues to receive benefits after the participant passes away.

What information must be reported on qualified joint and survivor?

The qualified joint and survivor option must include details such as the percentage of the benefit to be paid to the surviving spouse and any conditions or restrictions on the payments.

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