FDIC Home - Federal Deposit Insurance Corporation
FDIC Home - Federal Deposit Insurance Corporation

 
Skip Site Summary Navigation   Home     Deposit Insurance     Consumer Protection     Industry Analysis     Regulations & Examinations     Asset Sales     News & Events     About FDIC  


Home > Deposit Insurance > Are My Deposits Insured? > FDIC Guide to Calculating Deposit Insurance Coverage for Revocable and Irrevocable Trusts



FDIC Guide to Calculating Deposit Insurance Coverage for Revocable and Irrevocable Trusts


PDF Help - Information on downloading and using the PDF reader.
Complete FDIC Guide to Calculating Deposit Insurance Coverage for Revocable and Irrevocable Trusts - PDF 435k
 
Table of Contents
 
Instructions for Using this Guide
Chapter 1 Introduction to FDIC Deposit Insurance Coverage
Chapter 2 Overview of Revocable Trusts
Chapter 3 Informal Revocable Trusts
 
  • Qualifying Beneficiary Requirement
  • FDIC Recordkeeping Requirements
  • When FDIC Requirements Are Not Met
  • Calculating Coverage for Informal Revocable Trusts
Chapter 4 Formal Revocable Trusts
 
  • FDIC Requirements for Coverage
  • When FDIC Requirements Are Not Met
  • Important Considerations When Determining Coverage for Formal Revocable Trust Deposits
  • Calculating Coverage for Formal Revocable Trusts
Chapter 5 Life Estate Beneficiaries
 
  • FDIC Rule on Calculation of Life Estate Interests
  • Common Family Trusts Involving Life Estate Interests
  • Determining Beneficiaries’ Interests When Remainder Beneficiaries Have Equal Interests
  • Determining Beneficiaries’ Interests When Remainder Beneficiaries Have Unequal Interests
  • Determining the Maximum Deposit Amount to Ensure Full FDIC Insurance Coverage
  • When a Life Estate Beneficiary Dies
Chapter 6 Irrevocable Trusts
 
  • FDIC Requirements for Coverage
  • Calculating Coverage for Irrevocable Trust Accounts
FDIC Deposit Insurance Regulations

 


Last Updated 08/14/2008 starsmail@fdic.gov

Home    Contact Us    Search    Help    SiteMap    Forms
Freedom of Information Act (FOIA) Service Center    Website Policies    USA.gov
FDIC Office of Inspector General