Posting tax refunds and handling exceptions can turn into a nightmare for credit unions if not handled properly. In this webinar, attendees will learn the difference between state and federal refunds, the credit union's liability, and how to avoid costly mistakes. Questions that will be addressed include:
- What happens when the name and account number do not match?
- What if the account is closed or the accountholder is deceased?
- Who is at fault if the payment posts to the wrong account? What happens next?
- What are the rights and obligations of the credit union, member and tax preparer?
Presenter: Luann Kohlmann, WACHA
Who should attend: Branch Managers, Compliance Officers, Frontline, Operations, Tellers, Trainers and CEOs
Time: 2 p.m.-3:30 p.m.
Cost: $209 (includes archive)
Registration deadline: Friday, Feb. 10
Coupling telephone conference interaction with web site technology, this session brings informative, interactive training directly to you. During the webinar, you'll view a real time PowerPoint presentation on your computer while listening to the audio connection via telephone.
While credit unions are encouraged to use the webinar to train multiple individuals at once, the credit union will be charged for each computer connection that uses its login code. Participants will receive login instructions and handout materials via e-mail prior to the webinar. In addition after the session, registrants will receive a CD-ROM.