WBA Account Titling Handbook - Revised 2012 Edition

Account Titling Handbook is a Valuable Resource for Every Institution
Account Titling can be trouble-free with the Wisconsin Bankers Association (WBA) Account Titling Handbook. This comprehensive resource contains valuable information and provides guidance for opening accounts of all types from the most basic to the most unique. And WBA’s handbook goes beyond account titling by offering information on the following topics:

  • Personal Accounts
  • Business Accounts - Including newer single-member LLCs, and Husband and Wife LLCs and Partnerships
  • Fiduciary Accounts - Including information on Survivor and Family Trusts, Lawyer Trusts Accounts, IBRETAs, Nursing Home Accounts, 1031 Exchange Accounts, Campaign Accounts and Debtor In Possession Accounts
  • Municipal Accounts - Including “First Responder” Accounts
  • Tax Identification Numbers (TINs)
  • Designation of Agent/P.O.D. Beneficiary
  • Special Issues - Customer Identification Programs, Retitling of Accounts and others

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