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Covered Topics
- Changing signers on business accounts
- What happens when an owner dies on a business account?
- Can a business account have a Pay on Death designation?
- Can a partner remove another partner?
- How do we give debit cards on business accounts? Where is the liability?
- How do we run Customer Identification Programs on business accounts?
- Can we have a power of attorney on a business account?
- With the new complicated limited liability company, how can we tell who is authorized to remove a signer when they are all managing members?
- Multi-tiered business accounts with businesses owning businesses what are the CIP requirements
- What is disregarding an entity for tax purposes and how does that affect our account styling?
- Resolutions, signature cards and endorsements
- And much, much more . . .