Handling Deceased Member Accounts

Dealing with a deceased member's account can be an emotional for all concerned and can have legal consequences if not handled properly. Every account will have a UNIQUE set of circumstances. Take this time to make certain staff handling accounts understand the consequences that can arise from mishandling funds paid to estates and beneficiaries.

Covered Topics

  • Documentation required to release the funds
  • Determining who gets the funds, and when
  • NCUSIF insurance issues
  • Other legal considerations related to decedent members' accounts

Who Should Attend?

Member service representatives, branch administration, branch managers, tellers, training and development staff, compliance personnel, and anyone who handles member accounts will benefit from attending this webinar.


Connection Error #D55. For immediate assistance, please use our online chat (lower right corner of this page).
   Live Plus Five (days) - $195   
   OnDemand Recording - $215   
   CD-ROM - $245   
   Live Plus Six (months) - $265   
   Premier Package - $295   
Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.
Each additional location adds $50 to your registration and can be entered on the next screen as you confirm your order.