Check Out What’s Trending on CrossState InfoSight 

CrossState InfoSight is known for providing up-to-date operational and compliance information to assist staff in all areas of the credit union. The trending topics from the Accounts Channel for January 2023 include trusts, minor accounts, and deceased member issues. 

  • Trusts: This topic is chock full of state-specific information about the various types of trust accounts and includes a list of definitions, a checklist, FAQs, and additional resources.  
      
  • Minor Accounts: Establishing savings accounts for minors presents some unique service delivery issues for credit unions. This topic presents various aspects of minor accounts including state-specific considerations.  
      
  • Deceased Member Issues: In the event of a member’s death, a credit union must determine the proper disposition of the remaining funds in the member’s account(s). In addition to summary information, this topic includes a checklist, FAQs, resources, and addresses state-specific considerations. 

Check out these topics and more, just click here to access CrossState InfoSight today. 

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