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eTrain: Deceased Member Accounts
What are the California guidelines for handling deceased member accounts? How do you determine who is entitled to the funds?
Credit union compliance expert Mary-Lou Heighes will give you the information you need to properly release account funds to the beneficiary, the joint owner, or the estate.
You’ll get the answers to these questions and more:
- Does a joint owner automatically receive the shares?
- How should you disburse the shares of an individual account that has no named beneficiary?
- Should you place a hold on a deceased member’s joint account?
- How long may you continue to pay checks drawn on the account of a deceased member?
- Can you release funds to an individual who can prove he is the beneficiary named in a will?
Who Should Attend?
California credit union staff in these positions or departments:
- Member Service
- Branch Manager
- Training/Professional Development
Meet the presenter, Mary-Lou Heighes:
Mary-Lou Heighes, CUCE, is President and founder of Compliance Plus, Inc., which helps credit unions large and small with the development of compliance programs and compliance training and assistance. She provides compliance training all over the country for various state leagues and credit unions, and also speaking at numerous credit union conferences throughout the country. Mary-Lou has been an instructor at regulatory compliance schools, has conducted dozens of webinars for credit union related organizations throughout the country, and has written articles for Credit Union Magazine. She spent many years working on the very laws and regulations she trains on today.
Mary-Lou has been involved in the credit union movement since 1989. She spent five years working in credit unions and seven years providing compliance assistance through the Information Hotline and writing and editing TIPs bulletins advising credit unions to changes to regulations affecting credit union business.
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first class ticket to Internet training, eTrain is designed
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have to leave your office; the training comes to you! An
Internet connection and a separate phone line is all you
eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.
eTrains Webinar Series: Quality education brought
to your credit union at a low cost.
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ARCHIVED WEBINAR PURCHASING REQUEST
You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.
Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.
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