WHO SHOULD ATTEND? 

This webinar will benefit new account representatives, personal bankers, branch managers, branch operations, customer service representatives and training personnel.

WHAT YOU WILL LEARN 

• Basic signature card components

• Altering contracts

• Ownership issues on single party accounts

• Authorized signers, cards without signatures

• Removing joint owners and changing signers

• Joint accounts with mixed conjunctions

• What happens when you forget to check a box

• State requirements of rights at death and initialing type of ownership

• POD accounts without beneficiaries

• Power of attorney’s changing ownership to benefit his or herself

• UTMAs with authorized signers

• UTMA with joint owners

• Learning more about the old style “Minor by” accounts

• What is my job on the contract as withholding agent?