How do we report the inherited IRAs? How should it be titled?
Where can I find the retention requirements of various bank records on how many years we need to save them?
We are on the verge of implementing eSign for our branches for maintenance tasks in addition to account opening and lending. I think this will help with some customers who tend to change signers rather frequently, such as with closers on settlement agents' accounts. I'm beginning to consider whether collecting their signatures on Resolutions adds value, or whether an authorization from the principals in the Resolution is sufficient? I am also considering whether we can use a separate authorized signer list with signatures as an appendix, rather than re-creating a signature card every time there is a signer added or deleted. Am I behind the times?
Do vendors who maintain websites need to have any specific kinds of ADA certifications?
If our customer makes a late contribution because he or she serves in the military, how do we report?