EVENT: ****General Session NOT State Specific**** Account Administration (Session Code: 641)
******General Information NOT Illinois State Specific*****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


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

Out of State Pricing:
Regular: $ 175.00

Contact: Greg Framarin (Illinois Credit Union League)
Phone: 630-983-3420
Fax: 630-983-3212
Email: gregory.framarin@ilcusys.org


Speaker: Mary Lou Heighs
Speaker Bio:
Mary Lou Heighs, CUCE, is President and founder of Compliance Plus, Inc. Mary Lou has been involved in the credit union movement since 1989. She spent 5 years working in credit unions, in almost every position. Like many credit union veterans, she has worn many hats – loan officer, marketer, collector.

Location(s):

Location 1:
Telephone - September 30, 2014: 10:00 am CT
NOT ILLINOIS STATE SPECIFIC
Duration: 12:00 pm CT

Online registration for this event has ended.