Trust Examiner School eBook

STAFFING AND ASSIGNMENTS

Examiner

Account Review

Management Ops, Int. Controls & Audit

Earnings/ Capital

Compliance Asset

IT

BSA

Management

Other Staffing Notes:

LOGISTICAL INFORMATION

Institution Address & Parking Info Working Hours Dress Code Connectivity Plan Key Institution Management Absences Other

EIC

Preparer

FS/Designee Approval

Date