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Accountholder Death Requirements - Documentation, POD, POA, Checklist and More

Accountholder Death Requirements - Documentation, POD, POA, Checklist and More

In this branch webinar, we will address these questions and more to give you the information you need to assist family members and representatives of the accountholder through this challenging time.

Instructor:

Dawn Kincaid

Standard Price:
Regular price $299.00
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    Working with relatives of an accountholder who has recently passed can be difficult and emotionally trying. The situation becomes more stressful when banks and CUs are unsure of proper procedures to follow.

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