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Deceased Estates

  1.  
    What is the threshold where the deceased estate procedure changes
    A. $25000 B. $10000 C. $1000 D. $1500 E. $15000
  2.  
    What is the name of the form we need completed to disburse money to a next of kin or executor
    A. Authority to Disburse Funds B. Authority to Release Funds C. Authority to Withdraw Funds D. Withdrawal Slip E. Authority to Pay Deceased Estate
  3.  
    What is a Probate
    A. A body part B. Gives the executor of a deceased estate the authority to manage assets. C. A document allowing the executor to act on the behalf of the deceased. D. A document certifying that someone is deceased and no longer controls their own estate. E. A tax audit
  4.  
    What do you change the account operation method to if one executor has been added
    A. Either B. Both C. POA Severally D. Whoever E. Self
  5.  
    What do you do with deceased estate checklist and relevant documents under the probate threshold, once completed.
    A. Throw them out B. Send to Deceased Estates team C. Send to Operations D. Send to Customer Admin E. Upload to member docs
Answer Key
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Deceased Estates (Answer Key)

  1.  
    What is the threshold where the deceased estate procedure changes
    A. $25000 B. $10000 C. $1000 D. $1500 E. $15000
  2.  
    What is the name of the form we need completed to disburse money to a next of kin or executor
    A. Authority to Disburse Funds B. Authority to Release Funds C. Authority to Withdraw Funds D. Withdrawal Slip E. Authority to Pay Deceased Estate
  3.  
    What is a Probate
    A. A body part B. Gives the executor of a deceased estate the authority to manage assets. C. A document allowing the executor to act on the behalf of the deceased. D. A document certifying that someone is deceased and no longer controls their own estate. E. A tax audit
  4.  
    What do you change the account operation method to if one executor has been added
    A. Either B. Both C. POA Severally D. Whoever E. Self
  5.  
    What do you do with deceased estate checklist and relevant documents under the probate threshold, once completed.
    A. Throw them out B. Send to Deceased Estates team C. Send to Operations D. Send to Customer Admin E. Upload to member docs

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