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Course Details

Personal Accounts: 25 Customer Questions And Answers

Webinar: ID# 1022887
Recorded CD or On-Demand
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About This Course:
Account holders ask the most interesting questions about ownership of deposit accounts.

Some of these questions include: Who will get the money when I die; Can I add my niece to the account for two weeks; and Can I add POD during the term on a CD?

This training session addresses 25 different questions your account holders might ask on their personal accounts and give the correct answers.

Covered Topics:
  • Rights at death on personal accounts
  • Adding and deleting signers
  • Adding and deleting owners
  • Labels and special earmarking on accounts—good or bad?
  • Can you make ownership changes during the term of a CD?
  • What exactly can a POA do and not do?
  • Rights of joint owners
  • Rights of authorized signers and agents
  • POD designations and affidavits
  • And many more questions and answers
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.
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Personal Accounts: 25 Customer Questions And Answers
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