Account Administration (Session Code: 642)
This seminar will focus on certain aspects of share account administration that cause confusion Ė 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 membersí accounts
∑ Dealing with persons claiming funds
∑ Dealing with various documents that may be presented
BYO forms: have your credit unionís account agreement with you for reference.
Affiliate: $ 169.00
Contact: Drew Kayvani (Illinois Credit Union League)
Telephone - Telecourse - September 26, 2012: 1:00 pm CT
Duration: 3:00 pm CT