WBA account titling handbook

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 265-page 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 new 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 new “First Responder” Accounts
• Tax Identification Numbers (TINs)
• Designation of Agent/P.O.D. Beneficiary