@DaveF1006 , Thank you for the info. That answered most of my questions. But one that I just cant get specifics on, (and I think I know the answer). To question 3 in part I "was this paid to you as a beneficiary of a plan participant who was born before January 2, 1936. My father was the plan participant (the employee), and he was born prior to 1936. He died and passed the plan to my mother (not an employee), who was NOT born before 1936. She passed the plan to us. Do I answer yes or no to this question.
