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Wisconsin Credit Union Foundation

Safe Deposit Issues: Delinquency, Death & Abandonment

This webinar will cover everything you need to know to properly handle safe deposit boxes, including the rental agreement, collecting rent, drilling the box, and escheatment of box contents to the state.

Dec 04, 2019 02:00 PM   -­­  Dec 04, 2019 03:30 PM
CT
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Type of Event
On Demand Webinar

Who Should Attend
  • On-Demand Webinars
  • Member Service
  • Live Webinars
  • Compliance

Register

Description

Poorly handling safe deposit boxes can result in tremendous liability to your financial institution.

Learning Objectives

  • Appreciate your institution’s safe deposit box obligations and responsibilities
  • Implement proper procedures to grant access to a safe deposit box
  • Handle delinquent rent
  • Manage the death of a joint or sole owner
  • Properly escheat the contents of a safe deposit box to the state

Safe deposit boxes are an important service. They provide additional revenue and enhance accountholder relationships. But safe deposit box operations are unique and sometimes mysterious. Inappropriately handling a safe deposit box can result in unforeseen liability to your institution of tremendous proportions. This webinar will cover everything you need to know to properly handle safe deposit boxes, including the rental agreement, collecting rent, drilling the box, and escheatment of box contents to the state.

Speaker

Elizabeth Fast, JD, CPA, Spencer Fane LLP

Investment 

$259.00