WEBINAR
BSA Alert

Endorsements on Fiduciaries, Trusts, Estates, and Business Accounts: Who Is Authorized to Negotiate? Webinar

CFT Credits: 0.25

Trusts, Estates, and business accounts all have individuals who own assets and receive checks. These entities have big dollars and high risks when handling their checks. The questions of who can endorse these types of checks and how they should be endorsed will be addressed in this informative program (see complete description below).

Click Here for Webinar Description and Audience

Trusts, Estates, and business accounts all have individuals who own assets and receive checks. These entities have big dollars and high risks when handling their checks. The questions of who can endorse these types of checks and how they should be endorsed will be addressed in this informative program. If you have ever wondered how, when and why of endorsements on high level items this is the program for you. Take a look at the common questions that will be answered in this must attend program. Every teller at every financial institution will enjoy this practical and informative program.

Covered Topics:

• Can businesses every cash checks? Get cash back? Deposit personal checks into business accounts?
• How should a fiduciary endorse a check? On a UTMA how does the custodian endorse the check? How does a representative payee endorse a check?
• Can a deceased person endorse a check? Can the executor endorse a check? What about tax payments and social security benefit checks? Who if anyone can endorse a check for a deceased person? Does it matter what kind of check?
• Can a trustee deposit a trust check into a personal account? Can a personal check of a trustee be deposited into a trust account? How should trust checks be endorsed?
• Does your financial institution take third party checks? How should the check be endorsed?
• All of these and many more questions will be answered in this important check program.

Who Should Attend:

Tellers, head tellers, cashiers, teller trainers, new accounts, and all branch personnel who handle checks.

Click Here for Continuing Education Credits (CEC) Info

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Click Here for Viewing Option Descriptions

LIVE WEBINAR:

INCLUDES SEVEN DAYS OF ONDEMAND PLAYBACK!  With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.

SIX MONTH ONDEMAND VIDEO RECORDING:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO RECORDING:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:

Webinars can be scheduled and offered exclusively for your company. They can even be customized to best fit your needs. To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
06/25/14Archived CD-ROM Video Recording$345.00Order
AnyIn-HouseRequest