Or. Admin. Code § 173-007-0005

Current through Register Vol. 64, No. 1, January 1, 2025

Section 173-007-0005 - Change of Designated Beneficiary

For all Network Plans, an account owner (other than an account owner who is a custodian under UGMA/UTMA) may change the designated beneficiary of the account as permitted under the Code and OAR chapter 173. A change of designated beneficiary shall not be effective until the appropriate plan receives a written request containing the information required by the appropriate plan and such change is registered in the records of the appropriate plan.

QTSB 1-2001, f. & cert. ef. 1-2-01; QTSB 1-2002(Temp), f. & cert. ef. 6-14-02 thru 12-6-02; QTSB 2-2002(Temp), f. & cert. ef. 8-15-02 thru 12-6-02; QTSB 3-2002, f. & cert. ef. 10-29-02; QTSB 1-2010(Temp), f. & cert. ef. 3-25-10 thru 9-15-10; QTSB 2-2010, f. 9-10-10, cert. ef. 9-14-10; OSB 1-2016, f. & cert. ef. 7/28/2016

Stat. Auth.: ORS 348.853(2)

Stats. Implemented: ORS 348.867(1) & 348.853(2)