access to funds

IT’S TIME TO REVIEW YOUR SIGNATURE CARD –

(AT YOUR BANK OR BROKERAGE COMPANY)

By M. Keywood Deese, Vision Bank, Texoma LIVING WELL Magazine
Most people do not remember the actual details of the account forms they signed when they opened a bank or brokerage account. Below is a list of terms that control who has access to the funds during your life or would receive the account at your death. […]