WMA
How long is estate paperwork valid for?
60 days
Whose information is needed in the valuation form section 1?
Assets still in the Decedent's Account - decedent
Assets in the BENE - BENE
Who sang the song Driver's License
Olivia Rodrigo
How can a branch/ PCIA attest to a seal? What will be needed in the form?
"viewed original with visible seal", reps signature and date
How to request for residuals?
Initiate Request ticket to Estates
When processing for residuals, service professionals should remove CO17?
No, Estates OPs should do it
True or False: We reach out to clients for any rejected paperwork through email
We send a mail if we have the address/ ROR gets an email
How many cards are there in a pack of cards
52
an Apostille Certificate
What are two types of payment method we offer?
CHeck/ ACH or Journal new Assets
We can provide statements and tax documents to ____________, but not to _________
executor,
beneficiary/TODS
Rep said he was working with the POA to add TOD on the account until client passed on. would that be still acceptable?
No, it has to be submitted before the client passed
Who is the South African born CEO of Space X and the man behind Tesla
Elon Musk
What are the documents needed for a deceased UTMA account
Minor
•Death Certificate
•Birth Certificate (minor)
•Court Appointment or Declaration and Agreement of Parent
•Payout Form
What are the three main tools that house our documents?
FIW, Initiate request, and WorkHUb
Child ticket Stages
if the name on the trust document is not updated (maiden name) and now the trustee has a new last name, what docs can they provide to clarify that disparity?
Certificate of one and the Same name
El or Eleven is the central character of which scary Netflix series
Stranger Things
The Estate Team will require ____________ whenever the decedent, prior to death, resided in a state that is different from the address on the account.
an Affidavit of Domicile
Remove Tenant - Joint Account
Initiate Request (Raise a Request for Account) >> Account Maintenance >> Modify Authorized Parties >> Joint Tenant Removal Request
9 months
The bene has a POA , can the POA sign the payout form on behalf of the bene?
Bene must sign the doc but have to attach their poa. there needs to be language in that poa that states its durable
What place in the north was Yen Santos and Paolo Contis spotted ?
Baguio
TRUE or FALSE: When submitting a form through SMC, notary is required.
False
What is Estates Fax number
866-786-4784