$305.00 – $705.00
Recorded: January 19, 2022
Presenter: Natalie Straus, CRCM, Vice President and Senior Consultant, FORVIS
This ninety-minute webinar will help your institution determine who should have access to funds in a deposit account when the account holder dies.
This discussion won’t be state-specific, but we’ll address the fundamental property law principals and other rules that help us determine who has a right to the funds of the deceased individual.
We’ll look at various personal account types (like single party accounts and multiple party accounts) and address the institution’s responsibilities and risks when it comes to paying out the funds after the owner has died.
Our discussion will include explanations of:
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.