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Handy money-saving Bill Pay Tips

Transfer from our credit union to another financial

  1. In our home banking, under Bill Pay, choose transfer.
  2. It prompts you to add the name of the financial.
  3. Fill in your checking or savings here, then the routing number of the other financial.
  4. Choose checking or savings, and the specific account #  in that financial.
  5. Enter amount you wish to transfer and the date for the transfer.
  6. Enter your e-mail address. You will get a one-time 4 digit pass code.
  7. Submit transfer.
  8. You will receive an e-mail that the transaction occurred.

So Very convenient!!

Send money to a person, to their financial account
Under home banking, and bill pay, choose Payments

  1. Choose to Pay a person
  2. Add payee (their name and their e-mail address) You will be prompted to create  and enter a secret password.
  3. Enter amount you wish to send.  That’s it.
  4. You will receive an e-mail with a 4 digit code.
  5. An e-mail will also go out to this person you established.  They will complete their financial information, and will enter the secret  password the two of you have shared.
  6. You will get an e-mail that the transaction is completed.

Pay your friend, pay a babysitter, pay your share of your mom’s Christmas present to your sister in TX!

Give a Special Birthday, Wedding or Anniversary gift!

  1. Under home banking and bill, choose Pay a Bill.
  2. Choose to Send a Gift Check.
  3. Add Recipient information. (if you don’t have it in there already)
  4. Send a gift.
  5. Put in Amount.
  6. Pick a process date.
  7. Pick a card/check.
  8. Personalize the card/check.
  9. Submit.

So simple!  Such an awesome idea! And the cards look great!

Note: The fee comes out of your account when the card is processed.  When the check is cashed by the recipient, it will then clear out of your account just like a check would.

 
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