Estate & Trust Accounts

Estate & Trust Accounts

Professional Development

14 Qs

quiz-placeholder

Similar activities

ChatGPT #1

ChatGPT #1

Professional Development

10 Qs

Consumer Behavior Quiz 2

Consumer Behavior Quiz 2

University - Professional Development

19 Qs

Marketing Review (1)

Marketing Review (1)

University - Professional Development

10 Qs

Basics of Customer Service (Unit 2 #1)

Basics of Customer Service (Unit 2 #1)

Professional Development

10 Qs

businesss

businesss

1st Grade - Professional Development

18 Qs

Introduction to International Business & Globalization

Introduction to International Business & Globalization

University - Professional Development

10 Qs

ERA Conference 2019

ERA Conference 2019

Professional Development

10 Qs

Customer Relationship Management & Live Chat

Customer Relationship Management & Live Chat

12th Grade - Professional Development

10 Qs

Estate & Trust Accounts

Estate & Trust Accounts

Assessment

Quiz

Business

Professional Development

Easy

Used 11+ times

FREE Resource

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

Create a free account and access millions of resources

Create resources

Host any resource

Get auto-graded reports

Google

Continue with Google

Email

Continue with Email

Classlink

Continue with Classlink

Clever

Continue with Clever

or continue with

Microsoft

Microsoft

Apple

Apple

Others

Others

By signing up, you agree to our Terms of Service & Privacy Policy

Already have an account?