Section 20.21. Changing annuity effective dates.  


Latest version.
  • An annuity effective date shall not be changed after the effective date of the annuity unless the applicant's written request for the change is received by the department within 60 days after the date on which the first annuity check, share draft or other draft is issued or funds are otherwise transferred.

Note

This rule ( CR 09-057 ) codifies the department's use of a deadline pertaining to annuity effective date changes and makes that deadline consistent with the deadline for annuity option changes in s. 40.24 (4) , Stats. Microsoft Windows NT 6.1.7601 Service Pack 1