Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

When your account holder dies, there are usually many aspects of their life still outstanding.

During this program, we will look at the checks and all the questions you get asked every day. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do to help the account holder and his or her family. What if there will be no official estate account? This program is a must for all who work the front line.

Covered Topics

  • How many days after death can I pay checks my account holder wrote before death?
  • How to handle treasury checks after death
  • What happens to customer’s funds on social security representative payee accounts?
  • Who can negotiate a check made payable to the decedent?
  • What documentation do we need to prove someone can act for decedent?
  • Can the spouse endorse checks for decedent?
  • Who can negotiate checks “To the Family of John Doe”?
  • Many other questions you get asked daily at the death of an account holder
  • What is an estate? Who is an estate?
  • What if it is a small estate?
  • Can we write checks to funeral homes?
  • Can businesses deposit checks after death?

Who Should Attend?

This webinar will benefit new accounts representatives, tellers, trainers, branch managers, personal bankers, deposit operations and branch administration personnel.

Instructions

Live Plus Five - $265
Register for the live event and get five days access to the OnDemand Playback. You'll have opportunity to ask questions during the presentation and be free to review the content for the next five business days. Registration also includes links to presenter materials, handouts, and pdfs.

OnDemand Recording Only - $295
Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

CD-ROM and Hardcopy Handouts - $345

CD-ROM plus Hardcopy Handouts. Does not include live session.

Live Plus Six - $365
Attend live; includes six months access to OnDemand playback. Combine the advantages of live attendance with an unlimited number of replays for the next six months.

Premier Package - $395
Includes all three options above. Live session, OnDemand Weblink, and CD-ROM plus Hardcopy Handouts.

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.

Webinar (05/18/21 1:30PM - 3:30PM)


Online Registration

promo 2

Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

learn more
promo 3

Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

learn more