Estate & Trust Accounts

Estate & Trust Accounts

Professional Development

14 Qs

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Estate & Trust Accounts

Estate & Trust Accounts

Assessment

Quiz

Business

Professional Development

Practice Problem

Easy

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14 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

An Estate Account is created before someone passes away.

True

False

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Who can access the funds in an Estate Account?

The Beneficiaries

The Executor/Administrator

The next of Kin

None of the Above

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If the Decedent of the estate was not a member of the credit union, is the Executor able to open an Estate Account?

Yes

No

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What document explains the power of an individual to act as Executor?

Letters of Testamentary

Death Certificate

Letters of Administration

IRS Notice listing the EIN

5.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

What documents are needed before opening an Estate Account?

Death Certificate

Letters of Testamentary or Administration

IRS Notice listing the EIN

CoastLife Estate Account Application and Agreement

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Estate and Trust Accounts are eligible for Overdraft Protection and Overdraft Privilege.

True

False

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

A Trust Account is created after someone passes away.

True

False

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