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Calendar

 

TeleConference: Account Administration

 

Tuesday, September 30, 2014   (90 minutes)

10:00 - 11:30 am (CST)

 

Speaker: Carol Bertoux, Associate General Counsel, Illinois Credit Union League.

 

About the Program

This seminar will focus on certain aspects of share account administration that cause confusion – particularly, setting up accounts that involve fiduciaries and handling the accounts of deceased members. The discussion will cover credit union forms, as well as documents brought in by third parties. BYO forms: Have your credit union’s account agreement with you for reference.

 

Topics will include:


Documenting new accounts

  • Knowing your account terms
  • Joint account issues
  • Dealing with representative payees, trustees, and other fiduciaries

Deceased members’ accounts

  • Dealing with persons claiming funds
  • Dealing with various documents that may be presented


Related Files
Printable Brochure (Adobe PDF File)

Related Links
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