Closing Deposit Accounts: 10 Critical Issues

Webinar: ID# 1022890
Recorded CD or On-Demand
About This Course:
When and how do we close accounts? How should the check be made out? What to do when customers disagree on closing the account? When is it permissible to remove an account signer?

This program will focus on the personal account issues of closing accounts. We'll also cover how to add and/or remove account "signers".

Covered Topics:
  • What to do when the joint customers no longer want to be joint?
  • Who has the right to remove names at death?
  • How to close an UTMA account?
  • What to do when customer’s want to remove a signer?
  • What are the proper steps for adding a signer?
About 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.
Closing Deposit Accounts: 10 Critical Issues
or via CD or On-Demand
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