Bank of America
Name four Bank of America Core Values
Act Responsibly
Realize the Power of People
Trust the Team
What is the number one catalyst to provoke laughter?
Interacting with another person
What is the purpose of Life Services? Own words
Who was the lead female actress in the Sound of Music?
Julie Andrews
Life Services - Name three forms that require notarization?
Example: 88, L8, TODLOA, Trust
How is Bank of America different from it's competitors?
The bank has diversified revenue sources beyond loans, such as wealth management and investment banking.
10-15 minutes of daily laughing burns 10 to 40 calories
Why is Life Services ELITE?
There is no other team within the Merrill organization that has the opportunity to work with families or other work teams to transition brokerage accounts for our deceased employees or their deceased loved ones!
Huge and phenomenal opportunity to learn and grow quickly to deliver excellence enhance professional development!
Harrison Ford
What are the two main documents that are need for most accounts types?
Death Certificate and Affidavit of Domicile
What it is the culture of Bank of America?
We strive to be a bank for everyone. Like the people we serve, we come from every walk of life. We are proud of our inclusive culture, because when you create a workplace where all employees can thrive, everyone benefits.
Is laughter related to boost in our immunity?
Yes - science backs this up! The more endorphins the better!
Name one thing that Life Services shares during a death notification?
Needed documents - to name a few (DC, 88, LOT, LO, SD, LOA, 10187,2351,)
Open New Account (NAO)
Resources to send documents to Life Services (via email, fax, BofA, UPS express mail)
What is the name of this 1987 movie that stared Goldie Hawn and Kurt Russell? Clue - amnesia
Overboard
Where can Life Services forms be found?
ORC - Life Services forms
Where is Bank of America head-quartered?
Charlotte, North Carolina
How many times a day does an adult usually laugh? (estimation)
15-20 times a day!
How is the client informed when a document is received and the status of the document?
Life Services reaches out to the client to share that the document has been received, if the document is in good order or not.
This actor portrays Spock in the new Star Trek movie saga - What is his name?
Zachary Quinto
When does a Trustee Certification form require notarization?
When the trust is domiciled in
California, Colorado, Delaware, Idaho, Illinois, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee, or Vermont
What is the one question that Bank of America asks to align with our external/internal customers to deliver excellence and achieve their goals?
What would you like the power to do?
What is one food we can eat to encourage laughter?
Chocolate
What must be done before routing an account for Life Services distribution?
Confirm all documents have been received
All documents are in good order
SD is reflected in CMC
End goal is reflected on the DWT
Confirm all assets are liquid if assets are being mailed / wired
Who is the star of the 1987 movie "Burglar"?
Whoopi Goldberg
What are the forms required for an invested CMA Transfer on Death accounts? Bonus question - what other action is required?
DC, 88, TODLOA
Bonus question answer: NAO