Skip to content

Is it a joint account, or not?

Question: 
The wife was here to open a new joint account with her husband. He travels all the time and wasn’t able to be here. We opened the joint account and let her take a signature card for him to sign ASAP. Problem?
Answer: 

Yes! Husband dies before he signs. Is it really a joint account? Wife dies before husband signs. Is he a joint owner?
-----------------------------
Learn more about Mary Beth Guard’s webinar So You’re New to New Accounts?

First published on 02/16/2020

Filed under: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics