|
1. Creating a Wire Transfer Template is helpful if you plan to send a wire to the same recipient multiple times, or on a recurring basis.
|
|
2. The first step is to log in to Online Banking.
|
|
3. Next, select Wire Transfers from the Move Money tab.
|
|
4. Click Make payments.
|
|
5. Select Use a Template from the drop-down menu.
|
|
6. Choose the Add a Template option.
|
|
7. Choose a name for the template.
|
|
8. Select a Funding account.
|
|
9. For Template type, only the Domestic Wire option is available and it will be selected by default.
|
|
10. Next, scroll down and enter the beneficiary bank details here.
|
|
11. Include any additional instructions, as well as a purpose for the wire transfer.
|
|
12. Next, scroll down and enter the beneficiary bank's routing number. If the receiving instructions require further credit information, you can enter that here.
|
|
13. If the receiving instructions require an intermediary bank, enter their routing and account numbers.
|
|
14. Enter the transfer amount. This amount can be changed at the time of payment when you use this template in the future.
|
|
15. Review your information, and then click Save Template when you're finished.
|
|
16. That's it! Your payment template will be available to use for future wire transfers. You can edit or delete it at any time from the Manage payment templates screen. |