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
共用
由
Trainingemail
編輯內容
嵌入
更多
排行榜
翻轉卡片
是一個開放式範本。它不會為排行榜生成分數。
需要登錄
視覺風格
字體
需要訂閱
選項
切換範本
顯示所有
播放活動時將顯示更多格式。
打開結果
複製連結
QR 代碼
刪除
恢復自動保存:
?