Deceased Member Training [On-Demand]
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.