Wednesday
Dec 4
2019

Safe Deposit Issues: Delinquency, Death & Abandonment

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
150+
Webinars
Available
100%
Satisfaction
Guaranteed

10:00 am – 11:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Poorly handling safe deposit boxes can result in tremendous liability to your financial institution.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Appreciate your institution’s safe deposit box obligations and responsibilities
  • Implement proper procedures to grant access to a safe deposit box
  • Handle delinquent rent
  • Manage the death of a joint or sole owner
  • Properly escheat the contents of a safe deposit box to the state

WEBINAR DETAILS

Safe deposit boxes are an important service. They provide additional revenue and enhance accountholder relationships. But safe deposit box operations are unique and sometimes mysterious. Inappropriately handling a safe deposit box can result in unforeseen liability to your institution of tremendous proportions. This webinar will cover everything you need to know to properly handle safe deposit boxes, including the rental agreement, collecting rent, drilling the box, and escheatment of box contents to the state.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for everyone involved with safe deposit boxes, including officers, service representatives, operations staff, compliance officers, auditors, attorneys, and managers.

TAKE-AWAY TOOLKIT

  • Checklist of items that should be included in a safe deposit box policy
  • Employee training log
  • Interactive quiz

DON'T MISS THIS RELATED WEBINAR!

"When a Depositor Dies: Legal Requirements, Practical Issues & FAQs"
Wednesday, October 9, 2019

 

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.

MEET THE PRESENTER

Spencer Fane LLP
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