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Opening Social Security Rep Payees and VA Fiduciaries Accounts

Course Description

When the government names a person or entity to act for another person on their federal benefits, this is through the social security administration or Veteranâ„¢s Administration. The signer on these accounts is to set these accounts up in a specific way and manage the ownerâ„¢s funds according to the regulations. We have special ownerships for these types of accounts.
6 Minutes
Series: New Account Talks
Roles: Retail
Course Format: Online Self-Paced

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