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Compliance

 

Webinar: Clarifying Signature Card Confusion - Personal & Business Accounts: Compliance, Account Titling & Ownership

 

 

Wednesday, April 9, 2014

2:00 - 3:30 pm CST

 

Speaker: Mary-Lou Heighes, CUCE, Compliance Plus, Inc.

 

About the Program

How important is that account signature card to the credit union? Believe it or not, that simple card operates as a contract! It spells out who the parties are on the account, plus the rights and liabilities of each. Coupled with the account agreement and disclosures, it makes a contract between the credit union and the accountholders. Use the wrong card for the type of account the owner needs and it can lead to improper account handling, even to the point of going to court. For example, custodial accounts should not be established using your traditional pay-on-death with right-of survivorship account cards, just as estate and business accounts should not have beneficiaries or pay-on-death provisions. This webinar is designed to answer important questions that arise on minor, business, fiduciary, and consumer accounts.



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