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Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Representative Payees & Guardians

Learn how to handle accounts for representative payees appointed by Social Security and guardians of the estate as appointed by the courts



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Type of Event
On Demand Webinar

Who Should Attend
  • Small Credit Union Discount
  • Live Webinars
  • Representative Payees
  • On-Demand Webinars
  • Member Services
  • Guardianship
  • Compliance
  • Accounts



This session explains the basic rules on handling accounts for:
  • Representative payees, appointed by Social Security, and
  • Guardians of the Estate, appointed by the courts.

This 30-minute, focused webinar includes a link to the prerecorded webinar, handout materials and online access for six months from purchase date.

Download the brochure >>