Approvals
This Platform is used to get a POA approved
What is KACE - Estates Support Ticket?
This online form should you be using when you are notified of the death of a member.
What is the deceased member notification online form from the resource center?
This is something a POA cannot do with demand accounts.
What is alter ownership of accounts in any way as POA?
- add/remove themselves, or others on accts
This tracking is submitted for an estate disbursal from for an Estate that has the Restriction "File complete" as long as the Estate membership remains open
What is no tracking required?
These are the people that should notify us of a members death.
Who are Joint Owners, Executors, Government Agencies, Estate Solicitors and family members?
(Sally who works at QF and saw an obituary for a customer that she has seen at CCCU - does not qualify)
These people can approve the Waiving of Letters of Administration between $10,000 and $20,000?
Who is Branch Management?
This is where can you find the POA Package once a POA has been approved.
Where is the Resource Center, POA Section?
These are the next steps once your POA has been approved, the member has signed their paperwork, and DNA has been updated.
What is POA review signature by the approved branch reviewer, archiving the completed paperwork and then Estates Documentation tracking?
This is who you would notify when you close and estate membership.
What is the Estates Department?
We do this if a member presents an un-certified photocopy of a death certificate or Will.
What is give it back and ask for an original or certified true copy?
The platform to get a Representation Agreement Approved.
What is KACE - Estates Support ticket?
- we generally follow the same process as a POA
These people can sign the witness signature on the bottom of the Statutory Declaration.
Who are a Notary, a Commissioner for taking Affidavits or Branch Manager? (management has to review the estate situation and be comfortable with the risk level)
A POA cannot do this with a registered product.
What is name a beneficiary?
This is the best time to submit a deceased member notification.
When is - as soon as you are notified?
- for legal and liability reasons
In general, this is what online Estates Support Documentation tracking form from the resource center is used for.
What is tracking documents?
- it notifies Estates to look in MyDox for the documents and update files/notes. Please do not use this to relay any other info to estates department (Use KACE instead)
This is your first point of approval for opening a non-member Estate when a member brings in a Death Certificate for a deceased non-Member.
Who is your Manager?
These two documents are not required if Probate is being applied for.
What is Statutory Declaration and Indemnity Agreement?
This many Sets of documents should be completed if there are multiple POAs to be set up for the same adult.
What is, as many sets of documents as there are attorneys approved?
These signatures are required for an Indemnity Agreement.
What is signatures from all executors and all beneficiaries?
- if an executor is also a beneficiary, they should sign twice.
These people would call Estates if all other sources were exhausted and it was required, baring extenuating circumstances.
Who is Branch Management?
This is the dollar amount that Management can waive probate up to - as stated in the Branch Manual?
What is up to $50,000?
These 2 documents have Estates-specific versions in the resource center as well as a generic form.
What is SDB listing and Agent Mandatary Agreement?
- always use Estates specific forms when dealing with a deceased member.
These are the steps if you suspect a POA is not behaving within guidelines and/or taking advantage of the adult.
What is notify branch management and escalate via KACE ticket to Estates if required?
These are the names of the Estates co-ordinators.
Who are Laura Foucher and Jessie Longo?
- Christine is an Estates Assistant
Although we use POA paperwork for Representation Agreements - This Representation Agreement document is not on housed in the resource center.
What is the Representation Statutory Declaration?