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,

Trusts, Special, & Deceased Accounts - MSR/ Call Center

oleh
Benamkan

Papan mata

Terbalikkan jubin ialah templat terbuka. Ia tidak menjana skor untuk papan mata.

Gaya visual

Pilihan

Tukar templat

Pulihkan autosimpan: ?