This comprehensive handbook gives you guidance for opening accounts from basic to some of the most unique accounts you’ll ever find! This is a valuable resource for anyone who works with account titling.

The newly revised WBA Account Titling Handbook includes:

  • Titling of Personal Accounts
  • Titling of Business Accounts
  • Titling of Fiduciary Accounts
  • Titling and Documentation of Municipal Accounts
  • Designation of Agent (POA)
  • Designation of POD Beneficiary 
  • Taxpayer Identification Numbers (TINs)
  • Customer Identification Program (CIP)
  • Customer Due Diligence Rule (CDD) Beneficial Owner
  • Special Rules for Certificates of Deposit
  • Nontransferable Accounts
  • Retitling Accounts

WBA Member Price - $250.00
Non-WBA Member Price - $395.00

Take advantage of this resource by placing your order today!