EVENT:
Account Administration (Session Code: 671)
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 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
Out of State Pricing:
Regular: $ 175.00
Contact: Mary Jaros (Illinois Credit Union League)
Phone: 630-983-3466
Fax: 630-983-3212
Email: mary.jaros@ilcusys.org