Handling Social Security Representative Payee Accounts Webinar
Your financial institution opens accounts for social security representative payees. Are you setting them up right? Should you issue debit cards? What money can go in and out of these accounts? – see complete description below.
Click Here for Webinar Description and Audience
Your institution opens accounts for social security representative payees. Are you setting them up right? Should you issue debit cards? What money can go in and out of these accounts?
Learn about this important topic in detail to help prevent your institution from making costly errors in the account opening process. This webinar is designed for new account representatives and their managers.
- What is a representative payee?
- Can the account be joint?
- Can the representative payee order a debit Card?
- Do these have to be savings accounts?
- What can the representative payee use the account for?
- If the representative payee gets money for more than one person, how is the account set up?
- What if the representative payee is a group home?
- What if the representative payee dies or resigns?
- What happens if the owner dies?
- Can you give balances to a beneficiary?
- And many more questions and answers
Who Should Attend?
Tellers, new account representatives, business bankers, personal bankers, branch managers, training, and all front line personnel
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
INCLUDES 7 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. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!
SIX MONTH ONDEMAND VIDEO:
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.
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.
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.