$305.00 – $705.00
Date Recorded: February 16, 2022
Presenter: Natalie Straus, CRCM, Vice President and Senior Consultant, FORVIS
Having kids is a big responsibility. Opening deposit accounts for minors is a big responsibility too! This ninety-minute webinar will cover your institution’s various options, as well as restrictions, to consider when establishing a deposit account for a minor. We will cover various account types as well as rules and regulations that can impact how you’ll handle the accounts. Our discussion will include:
We will tackle issues like
State-specific laws will not be covered in this webinar. However, we will discuss concepts and requirements applicable to all institutions.
This webinar is designed for new account and other front line personnel, deposit operations, compliance, audit and anyone who is responsible for training.
Program Level: Basic
Prerequisite/Advanced Preparation: Basic Knowledge of Deposit Regulations
Field of Study: Specialized Knowledge
Any recording, transmission, retransmission, or republishing of any portion of this webinar is prohibited.