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Course/Product Description
Title:

Handling Social Security Representative Payee Accounts

SKU:WT-1002902
Format: Webinar
Description:

Handling Social Security Representative Payee Accounts

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.

Covered Topics:

  • 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

Your Presenter

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 27 years of combined teaching and banking experience.

Licenses / Designations / Educational Credits:CEU
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
Handling Social Security Representative Payee AccountsCD/On-Demand$325.00

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