Spouse Treating Account as Own

Has anybody set up an account for a spouse of a deceased participant that wants to treat the account as her/his own for RMD purposes.  FIS added option 4 on the Associated Individual Record (DE180) but I am not sure how that gets set.  Do you have to create the AI Record prior to running a T366 so the RMD ELIG DATE gets set accurately.  Any help would be appreciated. 

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