beneficiary-designation

5 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
24-698 Rose Ann Kimble-Davis v. Office of Personnel Management Federal Circuit 2024-12-31 Denied Response WaivedRelisted (2) administrative-law administrative-review beneficiary-designation due-process evidence-standard opm-procedure Whether an agency or court can determine an individual is not a designated beneficiary without providing the claimed beneficiary with the appropriate …
21-699 Collette Campbell v. We Transport, Inc., et al. Second Circuit 2021-11-12 Denied beneficiary-designation cat-paw-doctrine death-benefits employer-duties erisa erisa-claims-procedures fiduciary-duty fraud insurance-carrier-duties insurance-claim Whether the 'Cat's Paw Doctrine' is applicable in this case
21-5832 In Re Leslie Willis 2021-09-30 Denied Relisted (2)IFP beneficiary beneficiary-designation civil-procedure disclosure disclosure-request financial-institution mandamus pnc-bank safe-deposit-records trust trust-instrument writ-of-mandamus Whether the Court should issue a WRIT OF MANDAMUS to PNC Bank and The PNC Financial Services Group, Inc. to disclose the Trust Instrument, Beneficiary…
20-188 Zhiheng Sheng v. Daniel Michael Snyder Georgia 2020-08-19 Denied antenuptial-agreement beneficiary-designation civil-procedure erisa erisa-waiver retirement-plan spousal-rights spousal-waiver state-law Can a waiver by a spouse of her interest in a retirement plan covered by ERISA be enforced through a state law cause of action?
19-354 Colleen A. Easterday v. Estate of Michael J. Easterday Pennsylvania 2019-09-17 Denied Response Waived beneficiary-designation breach-of-contract common-law-waiver contract-claim erisa erisa-preemption joint-survivor-annuity kennedy-v-plan-administrator plan-documents preemption Can an Estate bring an action against a Joint Survivor Annuity beneficiary to obtain benefits after distribution based on a putative common law waiver…