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California Trust Account Manual

California Trust Accounts Manual $295.00

This California Trust Accounts Manual is designed to assist your credit union with handling member requests in opening and maintaining credit union accounts under trust ownership. Member trust accounts are unique and must be established and administered in ways that differ from other types of accounts at your credit union. This Manual is an essential guide to help your credit union avoid potentially costly mistakes and pitfalls when dealing with member trust accounts. Note that this Manual is specifically written for, and designed to give guidance to, credit unions which are based in or operating in the State of California.

This Manual should prove invaluable to your credit union. Please take an opportunity to review the Manual’s Table of Contents and Introduction.