Hi any DNA folks out there that have some suggestions on making the Inherited IRA process better. I'm told that we must open a new plan for everyone that is a beneficiary even if they are not keeping the IRA here. That means we do a whole new plan, a death contribution and then a distribution because there is 'no other way ' to code the transactions in DNA. I'm hoping there are some DNA experts out there that maybe have a better way. TIA Karen
Hello! We are converting from FIS BancPac to JHA Silverlake. We are going to have our Test Week in October. We did not contract for a "static bank" for test verification. Would anyone be able to assist me with identifying the reports we would use from FRM/Vision?
I have been researching ATM's because I recently took over as Manager of our Operations Department. When you replenish off site ATM's do you pull the electronic journal off to have at your office as a record if needed? Also do you switch out cassettes or verify the money at the off site location? I am looking for any policy or procedures if anybody is willing to share what they do. These are Bank Owned ATM's and a Bank Employee replenishes.