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Deceased Member Accounts

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May 6
End Date
May 6
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RELEASE DATE: MAY 6, 2024 ESTIMATED DURATION: 60 MINUTES
Are you prepared to handle an account upon the death of an accountholder? This webinar takes you through the handling of accounts held in different rights and capacities – from individual and joint with right of survivorship, accounts with or without beneficiaries, trust accounts and more. We also delve into the rights and responsibilities of other parties to an account such as representative payees, authorized signers, business accounts, executors of estates and what happens with ACH and check transactions. Whether you deal directly with people coming in to claim the account or handle deceased member accounts in the back office (or supervise those that do), this webinar is for you.  As usual, audit and compliance staff are encouraged to view as well.  
MEET THE PRESENTER
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance.  She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions.  After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions.  As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
Venue Details
Events Details
Date :
06 May 2024
Time :
All day
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