Fiduciary Accounts - E3
Course Description
This course provides a comprehensive overview of fiduciary roles and the specific requirements for opening fiduciary accounts. Employees will learn about the legal titles associated with fiduciaries, how to handle court-ordered accounts such as guardianships and estate accounts, and the steps for opening accounts for individuals receiving Social Security or VA benefits, as well as minors. Additionally, the course covers the legal documentation required for fiduciaries to open and manage accounts, ensuring compliance and secure account management.
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