WHO SHOULD ATTEND? 

This interactive session is ideal for CSRs, tellers, operations department reps, call center employees, and anyone who determines who the beneficiaries are for payout options. 

WHAT YOU WILL LEARN 

• Owner and beneficiary details: Date of birth and date of death

• What class of beneficiary: Eligible? Non-Eligible? Qualified or Non-Qualified Trust? Estate?

• What options are available: Life Expectancy Payout? 10-year Payout?

• What is different about the spouse options?

• What options does the Successor Beneficiary have?

• How are distributions reported and in whose name?

• What are the differences between the Roth and Traditional Payout Options to beneficiaries?