Who can manage the funds in a Trust account? - Trustee(s), What legal documentation is needed to open a Trust account? - Memorandum of Trust, Who is the only person who can manage the funds in an Estate account? - Executor/ Admnistrator, A guardian manages funds for the _______. - Ward, Who can manage the funds on a Guardianship account? - Guardian, True or False: Joint owners are the same as the trustee. - False, A rep payee account is specifically for what type of funds? - SSA or VA, Who is the only person who can manage the fund in a Rep Payee account? - The Rep Payee (as long as the Beneficiary is still living), What legal documentation is required for a POA account to be opened? - Notarized Power of Attorney, Can a POA be listed on a Trustee/Trust account? - No, Which of the following products/services are available for a POA? ATM/Debit Card, Courtesy Pay, CUSC, Loans - ATM/Debit Card, Courtesy Pay, CUSC, Loans, True/False: A POA can still manage the account once the principal passes away. - False, A revocable/irrevocable trust can have changes made to it. - Revocable, True/False: When a person is reported deceased, we put a note on the account-level only. - False,
0%
Trusts, Special, & Deceased Accounts - MSR/ Call Center
Jaga
looja
Trainingemail
Redigeeri sisu
Manusta
Veel
Edetabel
Plaatide ümberüööramine
on avatud mall. Sellega ei saa edetabeli punkte.
Sisselogimine on nõutud
Visuaalne stiil
Fondid
Vajalik tellimus
Valikud
Vaheta malli
Näita kõike
Tegevust mängides kuvatakse rohkem vorminguid.
Avatud tulemused
Kopeeri link
QR-kood
Kustuta
Kas taastada automaatselt salvestatud
?