A Joint Interest (JI) and Audit committee vote was held at the April 2022 National Spring Conference in Galveston. Both documents passed in JI with a 2/3 vote. Audit passed both documents with a majority vote. A Council vote is anticipated in October...
The MFI-40, 24 Month Adjustment Period for Joint Account Adjustments, is again being worked on. The first draft completed August 16, 2021, can be viewed on the COPAS website (www.copas.org).
National Summer Meeting Will be held virtualJuly 13, 2022, Anticipated meeting date National Fall Conference October 17-21Dallas Society will hostLocation – Westin Irving Convention Center at Los Colinas