IRAs: Handling Complex Death Claims

Webinar

IRAs: Handling Complex Death Claims

Jul 30, 2025 | 11:00 am ET • 10:00 am CT | Webinar

Financial organizations often encounter complex beneficiary death claims, especially when there is limited regulatory guidance to navigate these situations. This comprehensive course provides an in-depth overview of aspects of Traditional and Roth IRA beneficiary issues, offering practical solutions for resolving death claims while minimizing risk.

Topics covered include advanced IRA disclaimers, distributions to trust beneficiaries, reporting requirements, handling disputes, managing minor beneficiaries, and other compliance concerns. Gain the knowledge and best practices needed to effectively manage beneficiary-related challenges and ensure compliance.

Learning Objectives:

  • Master the complexities of handling IRA death claims.

  • Learn best practices for managing death claims while minimizing risk.

  • Evaluate and improve your IRA death claim procedures to ensure compliance.

Duration: 60-minutes

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Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $249


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $449


Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Full payment is required prior to live webinar attendance. Digital products will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

Continuing Professional Education Credit (CPE) Requirements (if applicable*)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

*View CPE Credit Hours in the “Who Should Attend” section.

For more information, call 800-422-7285 or email [email protected].

Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists

Prerequisites: Basic knowledge of banking.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1

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Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

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