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7/31/2014
2014 Webinar Series - Frontline

Webinar – When a Depositor Dies: Actions to Take & Mistakes to Avoid
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Webinar – When a Depositor Dies: Actions to Take & Mistakes to Avoid

6/4/2013

When: 06/04/2013
2 p.m.-3:30 p.m.

Registration Information
Online registration is closed.
Details

When a depositor dies the credit union needs to act appropriately and promptly to avoid liability. This webinar will thoroughly explain the proper procedures and processes your credit union should follow. Highlights include: ·        

  • Can the credit union pay checks after the death of the member?
  • Who can negotiate a check made payable to the deceased member?
  • How should survivor accounts, such as payable-on-death and joint accounts, be handled?
  • Can the decedent’s accounts be set-off for debts owed to the credit union?
  • How should the credit union deal with the decedent’s estate?
  • When can Social Security funds be reclaimed from the credit union?

Presenter: Elizabeth Fast, Spencer Fast Britt & Browne LLP
Who should attend: Branch Managers, Collections, Compliance Officers, Frontline, Operations, Tellers and CEOs

Time: 2 p.m.-3:30 p.m.
Cost: $209 for live webinar only; $229 for live webinar, plus a web link and free CD-ROM
Registration deadline: Thursday, May 30

 

About Webinars

Pairing conferencing capabilities with web 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 email prior to the webinar. In addition, registrants may also receive an archive CD-ROM after the live session.

 
 

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