Vital Check and Deposit Issues – A Deeper Dive Webinar
During our first webinar in March we had so many questions after the program that we added a second session. In this webinar, we will continue to delve into common questions and answers that your frontline has about checks and deposits. This program is a deeper dive.
Webinar Description and Audience
During our first webinar in March we had so many questions after the program that we added a second session. In this webinar, we will continue to delve into common questions and answers that your frontline has about checks and deposits. This program is a deeper dive. You will also have time to get your questions to us before the program so they will be addressed in the presentation plus there will be ample time for further discussion during the two hour webinar. Before the webinar, submit your questions to firstname.lastname@example.org and your speaker will answer those questions during the course of the presentation.
Questions We Will Answer:
•How do we make out a check when we close an UTMA?
•Can we maintenance an account from a UTMA to a joint account?
•Can you have an authorized signer on a UTMA account?
•Can a representative payee account be joint?
•Can a VA account be joint?
•What do we do if the beneficiary of a representative payee account dies?
•Can a sole proprietor cash checks made payable to a business?
•Can a business deposit checks from one business into another business?
•Can we give less cash on any business checks?
•What happens on a POD if a beneficiary dies?
•Can we take personal checks into business accounts?
•If a check is made payable to a trust can it go into the trustee’s personal account?
•Can a check made payable to a trustee go into a trust account?
•Can we remove a joint owner from an account?
•Can we allow an authorized signer a debit card?
•Can we allow a POA on a joint account?
•Can we refuse a POA?
•Are there transactions a POA should not make?
•And many more
Who Should Attend?
This webinar will benefit new accounts representatives, customer service representatives, branch managers, branch administration, compliance and anyone who works with deposit signature cards.
Webinar Viewing Options
INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK! With this option, you will participate in the webinar live, via the internet. 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 a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for 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.
Continuing Education (CE) Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.