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Alert! NCUA Insurance Changes on Trust Accounts

December 1 @ 3:00 pm - 4:30 pm

Event Cost: $199.00

NCUA-Insurance-Changes-on-Trust-Accounts

Webinar | 90-minutes | December 1st, 2026 | 2:00pm-3:30pm CENTRAL Time | $199

Effective December 1, 2026! The NCUA approved changes to its regulations governing share insurance coverage which will become effective on December 1, 2026. The amendments simplify the share insurance regulations by establishing a “trust accounts” category that governs coverage of shares of revocable trust accounts (including formal trusts, payable on death (POD), in trust for (ITF), testamentary, or Totten Trust accounts) and irrevocable trusts using a common simple calculation.

While the calculation are simpler for the public, the amount of insurance has decreased dramatically for some members. Learn how to calculate the insurance, explain it to your member and review which members could be affected and insurance reduced by this change.

Highlights

  • Learn the new NCUA insurance changes and how they may affect your members
  • Use case studies to see how some members may be affected
  • Review the types of trusts-revocable, irrevocable and informal trusts
  • Audit your members to see if any are affected by this change.

Who Should Attend

Share Compliance, Management, New Accounts, Training, Branch Staff, Deposit Operations & Compliance

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

Registration 

The cost to attend this 90-minute is $199 for one connection*. Please register the person you wish to receive the log-in and handouts links.
*You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $75 will be billed for each additional login.

Registration fees include instruction, live interaction with the instructor, any materials and manuals used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (800) 354-3051.

 

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