Your Depositor Has Died: Actions to Take, Mistakes to Avoid

Frontline & New Accounts IRA & HSA Operations

On-Demand Webinar:

StreamedDec 1, 2021Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

What duties must be performed after an accountholder dies?

Who can access the deposit accounts? What changes can be made? What about taxes, the will, and dealing with the family? If you don’t have all the answers, this is the webinar for you.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Review scenarios before you receive Letters Testamentary
Find and use small estate affidavits
Know how to pay out POD/ITF accounts
Follow flowcharts for basic accounts, business accounts, and fiduciary accounts
Have conversations with family members after death

WEBINAR DETAILS

This program will take you on a journey through all types of deposit accounts and explain how to handle them at death. What are the risks? Can you take names off accounts? What happens with tax reporting? Many legal questions will be asked and answered during this intensive webinar. Join us to learn the actions to take and mistakes to avoid.

WHO SHOULD ATTEND?

This informative session is designed for deposit operations staff, deposit compliance personnel, branch managers, new accounts representatives, and all deposit personnel.

TAKE-AWAY TOOLKIT

New accounts manual with flowcharts on death procedures and a summary of how to handle each type of deposit account ownership at death
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.