2013 New Accounts Seminar

Account Titling

Account ownership or account titling, determines several things. They include who controls the account, responsibility for taxes on interest earned, whether the funds are subject to estate tax, who can have the funds after an owner's death, and account insurance.

This presentation will describe forms of ownership and documentation required for each kind of account. Specific topics include:

  • Identification and Documentation
  • Single Name Accounts
  • Joint Accounts
  • Payable-on-Death
  • Trust Accounts
  • Uniform Gift To Minors/Uniform Transfer To Minors Act
  • Power of Attorneys
  • Adding and Removing Signors
  • Critical Steps In Proper Titling Account

Procedurally, organizations differ on how they handle these matters. Although much is done the same, procedures are not identical from one organization to another. Why? It is because interpretation of the law varies.

Date & Location

Oklahoma City, OK - Thursday, July 23, 2013
Register Online
The Credit Union House
631 E. Hill Street
Oklahoma City, OK 73105

Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.

Presenter - John Baptista, Jr.

John Baptista Jr. has taught a countless number of individuals like you. His down to earth, practical approach to teaching allows individuals to learn skills they can readily put to use. A nationally recognized training company writes, "His workshops are an effective blend of presentation and hands-on participation. And his caring, energetic training style is a plus you'll appreciate." Often described as the "best there is to offer", John brings laughter, fun and most of all, his ability to get others to learn.

His experience spans over 30 years in the financial industry, 29 years in management, and over 35 years of customer relations and "real world" experience. He provides a new learning dimension to each of his programs. His teaching experience includes over four years at the college level and over 25 years as a presenter of seminars.

Educational Investment

Fee Per Person/Per Day - $150
Walk-in accommodated on a space available basis.

Grant Assistance

The Cornerstone Credit Union Foundation is accepting scholarship applications for League training events based on financial need. Applications must be received by the quarterly application deadline. Contact the Foundation at 800-953-8283 or visit their website for more information.

Questions?

Call 405-702-8622 ext. 215 or email Carrie Buchholz at cbuchholz@cornerstoneleague.coop.

If you have physical, medical, or dietary needs requiring special attention, please contact us for proper arrangements to be made. For more information regarding administrative policies, such as complaint or refund, please contact us at 800-442-5762 ext. 6630.