Deceased Member Training [On-Demand]

Training Information:

When a credit union member dies, many issues and questions arise.

  • Who can have information on the account?
  • Who owns the account?
  • Who has access to the account?
  • What happens with powers of attorney and authorized signers on account?
  • Can a check be written to a funeral home?

CrossState Compliance Consultant, Joanne Broderick will address the different topics that apply when a member dies.

Who Should Attend?

This webinar will benefit MSRs, tellers, trainers, branch managers, compliance personnel, deposit operations and branch administration personnel.

This training is offered at a reduced cost of $59 for Association members. The training is available at $129 for non-members.

Register Now