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
Del
etter
Trainingemail
Rediger innhold
Innebygd
Mer
Ledertavle
Vend fliser
er en åpen mal. Det genererer ikke poengsummer for en ledertavle.
Pålogging kreves
Visuell stil
Skrifter
Krever abonnement
Alternativer
Bytt mal
Vis alle
Flere formater vises når du spiller av aktiviteten.
Åpne resultater
Kopier kobling
QR-kode
Slette
Gjenopprett automatisk lagring:
?