Show:
CD's
POD & Estate Accounts
Custodial & TUTMA Accounts
Trusts
Potpourri
100
These are the 3 types of CDs available
What is Fixed, Adjustable, and Variable?
100
This is what POD stands for
What is Payable On Death?
100
This is what TUTMA stands for
What is Texas Uniform Transfer to Minors Account?
100
The person who creates the trust is known as this
What is a grantor?
100
This is the one type of complex styled account that can be e-signed on USAA.com
What is POD?
200
These are the 3 types of CDs based on size of deposit
What is Standard, Jumbo, and Super Jumbo?
200
These 4 things are needed to add a beneficiary
What are the name social security number date of birth physical and mailing addresses?
200
This type of account is set up to have someone help manage the Social Security funds of a minor or incapable party
What is a Representative Payee Account?
200
This type of trust is basically the same as a POD account
What is a Totten Trust?
200
This is the program where most complex styled accounts are opened
What is Bank Service Center or BSC?
300
This is the minimum amount required to open a Standard CD
What is $1000?
300
This is the title of the person who deals with an estate account
What is an Executor or Executrix?
300
This type of account is similar to a Rep Payee, but is handled via the Veterans Administration or VA.
What is a Veterans Affairs Account
300
This is the most common type of Revocable trust
What is a Living Trust?
300
WrestleMania will be held this year in this nearby city
What is Orlando, FL?
400
This is the minimum amount required to open a Jumbo CD
What is $95,000?
400
This is the legal document we need to show that a person is an executor/trix of the estate before they can be added to an account as such
What is a Letter of Testamentary?
400
This type of court appointed account is for someone who cannot deal with their own affairs
What is a Conservator account?
400
This type of trust cannot be changed, offers increased tax benefits, and is protected from creditors
What is an Irrevocable Trust?
400
Superman, Batman, Wonder Woman, Aquaman, Flash, and Cyborg form this super powered group
What is The Justice League?
500
This is the deposit minimum for a SUPER Jumbo CD
What is 175,000?
500
for a CAP to be added as an executor/trix, they need to be added as a _________ type of relationship in Portal
What is a business relationship?
500
This is the difference between a TUTMA and an UTMA
What is NOTHING?
500
This type of trust only comes into effect after probate
What is Testamentary Trust?
500
This Broadway musical tells the story of one of the American Founding Fathers, and current face of the $10 bill
What is Hamilton?