Event Calendar

Thursday, July 28, 2022

Webinar - Frontline Series: Checking Account Signature Cards: CIP, IRS & Disclosures

Start Date: 7/28/2022 9:00 AM MDT
End Date: 7/28/2022 10:30 AM MDT

Location:
United States 

This is an opportunity to learn about all the compliance issues for consumer deposit accounts. From CIP to disclosures, many errors are made on basic account ownership. This webinar will focus on the big three – individual, joint, and payable on death. Learn about titling, IRS reporting, rights at death, signers, signature cards, and all the ins and outs of getting consumer accounts correct.
 
Further details will be available 45 days prior to the webinar date.


 

Preferred Providers