Your Depositor Has Died: Actions to Take, Mistakes to Avoid

Date: June 4, 2013
Time: 2:00 PM- 3:30 PM CST
About:
It could happen today — one of your depositors dies.  What should you do?  Your credit union needs to act appropriately and promptly to avoid liability.  This webinar will thoroughly explain the proper procedures and processes your credit union should follow when a depositor dies.

HIGHLIGHTS
    - Can the credit union pay checks after the death of the member?
    - Who can negotiate a check made payable to the deceased member?
    - How should survivor accounts such as payable-on-death and joint accounts be handled?
    - What if the deceased member was the sole account owner?
    - Can the decedent’s accounts be setoff for debts owed to the credit union?
    - How should the credit union deal with the decedent’s estate?
    - What if a probate estate is never opened?
    - Should you review obituaries?
    - When can Social Security funds be reclaimed from the credit union?
    - TAKE-AWAY TOOLKIT
         - Sample procedures for handling accounts of deceased members

Note: Attendance verification for CE credits provided upon request.

Registration Options:
Live Webinar- $200
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com.

On Demand Web Link & CD- $200
Can’t attend the live webinar?  The ON-DEMAND WEB LINK is a recording of the live event including audio, visuals, and handouts.  We even provide the presenter’s email address so you may ask follow-up questions.  Approximately 1 week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.*  The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)- $250
Includes options 1 and 2 above

Special Registration Option for member credit unions under $20 million-$169
On-demand link only (does not include CD or live webinar)

*To register for this webinar, click here.

For more information, please contact Carrie Buchholz at:
(P) 405.702.8622 ext. 215
(E) carrie@cuaok.org