EVENT: CANCELED!!!! Account Administration - P.M. Session IL (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 documents brought in by third parties. BYO forms: Have your credit union’s account agreement with you for reference.

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

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

Out of State Pricing:
Regular: $ 175.00

Contact: Cheryl Washington (Illinois Credit Union League)
Phone: 630-983-3417
Fax: 630-983-3212
Email: cheryl.washington@ilcusys.org

Speaker: Carol Bertoux
Speaker Bio:
Carol Bertoux is Associate General Counsel for the Illinois Credit Union League. Her responsibilities include assisting the general counsel and chief operating officer of the League in general legal matters on behalf of League and its affiliates. She also analyzes state and federal laws, rules and regulations that affect credit unions, and provides assistance and advice to retained counsel representing credit unions. In addition, Bertoux provides legal, regulatory and technical input for the League’s legislative program.


Location 1:
Telephone - September 30, 2014: 10:00 am CT
Duration: 12:00 pm CT

Online registration is not available for this event