Who's Dead Anyway?

When:  Sep 5, 2017 from 14:00 to 15:00 (ET)
This session will detail the steps a financial institution must take to limit their liability when they receive notice that a Representative Payee or Guardian has passed away. The session will also review the reclamation process for an institution representative payee and answer some of the issues that financial institutions encounter when dealing with reclamation to institutions versus a person. Attendees will walk away from this session with an in-depth understanding of their liability for reclamations on rep payee payments as well as obtain some guidance on what to do to limit their liability.
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