Accountholder Death Requirements - Documentation, POD, POA, Checklist and More Bonus Material:

Bonus Material:

Loan officers

Course Overview: This course is intended to inform financial institution employees of the requirements of the E-sign Act

existing loans are coming due and there is pressure to renew / refinance / modify them at competitive rates

and ensure compliance with nondiscrimination laws

Accountholder Death Requirements - Documentation, POD, POA, Checklist and More Bonus Material:Working with relatives of an accountholder who has recently passed can be difficult and emotionally trying. The situation becomes more stressful when banks and CUs are unsure of proper procedures to follow. This informative branch webinar guides frontline staff through the sensitive process of assisting relatives after an accountholders death. Learn how to handle emotionally difficult situations with professionalism while ensuring your institution