EVENT: Account Administration (Session Code: 642)
This seminar will focus on certain aspects of share account administration that cause confusion – particularly, setting up accounts that involve fiduciaries and handling the accounts of deceased members. The discussion will cover credit union forms as well as Illinois-specific documents brought in by third parties.


Topics will include:

Documenting new accounts

· Knowing your account terms
· Joint account issues
· Dealing with representative payees, trustees, and other fiduciaries

Deceased members’ accounts

· Dealing with persons claiming funds
· Dealing with various documents that may be presented

BYO forms: have your credit union’s account agreement with you for reference.


Illinois Pricing:
Affiliate: $ 169.00
Non-Affiliate: $338.00

Contact: Drew Kayvani (Illinois Credit Union League)
Phone: 630-983-3418
Fax: 630-983-3212
Email: drew.kayvani@ilcusys.org

Speaker: Carol Bertoux
Speaker Bio:
 Carol Bertoux is Associate General Counsel for the Illinois Credit Union League. In this position she assists the general counsel and chief operating officer of the League in general matters on behalf of the League and it’s affiliates. She also analyzes state and federal laws, rules and regulations that affect credit unions, and provides assistance and advice to credit unions and their retained counsel.

Location(s):

Location 1:
Telephone - Telecourse - September 26, 2012: 1:00 pm CT
Duration: 3:00 pm CT

Online registration for this event has ended.