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Advanced Operations Day 1

1. The Member must provide legal documents prior to opening which types of fiduciary accounts. Select all that apply.

Trust

COOGAN

UTMA

Estate Account

2.To open a Fiduciary account, the person serving in the fiduciary capacity needs to be eligible for Membership.

True

False

3.Which types of fiduciary accounts are designed to benefit a minor? Select all that apply

Gaurdianship

COOGAN

UTMA

Conservatorship

4.Which script is used to view signature cards and legal documents on an existing fiduciary account?

RG:TRUST

RG:MBR.REQ

RG:DR

RG:LEGAL

5.Where would you look to review the rules or restrictions specific to each type of fiduciary account? Select all that apply.

Account Tree and Notes

Comments

Warning Codes

RG:DR

6.What is the best way to open a new fiduciary account or make changes to an existing one?

Full Service Branch

Express Center

Online

Secure Message

7. After determining the eligibility of the minor for an UTMA/CUTMA, you should warm transfer custodian to which department?

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