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Handling Deceased Accounts
Handling Deceased Accounts
Your account holder passed away and the family is grieving. Yet, in the midst of all the grieving and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of death. When your account holder dies, many issues and questions arise.…
$299.00
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Writing New Account Procedures
Writing New Account Procedures
During this class, we will take the core document from deposit/share accounts handbook and set up a working document so that you can tailor your procedures into the framework we will provide. The working handbook in a word document will enable you to take hours of work out of the process. You will learn how…
$299.00