updated 05/14/13 10:02 AM
NAVIGATING DECEASED MEMBER ACCOUNTS
Beneficiary Rules and Stipulations
Log on for the eTrain webinar Deceased Member Accounts with credit union compliance expert Mary-Lou Heighes on May 21 at 10 a.m.!
This webinar will give a deep analysis of the California guidelines for handling deceased member accounts, including:
  • Who automatically receives the shares.
  • Disbursement of shares of an account that has no named beneficiary.
  • Releasing funds to an individual who can prove he/she is the beneficiary named in a will.
  • Placing a hold on a deceased member’s joint account.
  • Much more!
The webinar is geared to credit union professionals responsible for member services, operations, compliance, training and professional development, branch management, and teller service.
Click here to register!
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