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Routing & Transit Number | 211977362

I have a joint account, how can I make a transfer/ payment on e-Banking?

The following information is from the help files located in e-Banking. These help files can be opened by logging into e-Banking, selecting the transfer option and clicking on the help button.

 

Setting Up an Immediate Fund Transfer Between Your Own Accounts

 

  1. To transfer funds between your own accounts, select the My Account option.
  2. If you want the funds transferred immediately to another of your accounts, select the Immediate Transfer option.
  3. In the Transfer From field, use the drop-down menu and select the account from which to transfer the funds.
  4. In the Transfer To field, use the drop-down menu to select the account to which you are transferring funds. If your credit union permits it, you can select from your joint accounts as well.
  5. In the Transfer Amount field, use the displayed fields to indicate the amount to transfer:
  6. Specific Amount Enter the flat dollar amount of the transfer.
    Percentage of Balance Enter the percentage amount of the available balance of the “Transfer From” account to be transferred. For example, if you have 2000.00 available in your account and want to transfer 200.00 from the account, you would enter 10 (for 10%) in this field.
    Other Using the drop-down menu in this field, indicate the amount type to use to determine the transfer amount.
  7. In the Alternate Description field, enter a brief description of the fund transfer (ex: Car Payment, Money Owed Uncle Joe, etc.). This description will appear on your statements and account history. You can leave this field blank.
  8. Select Next>>
  9. A confirmation screen displays, listing the details of the fund transfer. Enter your password to accept the details, or use the <<Prev option to return to the previous screen to make any needed changes.
  10. Select Finish.
  11. The program displays a voucher, displaying the details of the fund transfer. You can print this voucher using the “Print” option of your internet browser.

Setting Up a Scheduled Fund Transfer Between Your Own Accounts

  1. To transfer funds between your own accounts, select the My Account option.
  2. To schedule the fund transfer to happen on a specific date, select the Scheduled Transfer option.
  3. In the Transfer From field, use the drop-down menu and select the account from which to transfer the funds.
  4. In the Transfer To field, use the drop-down menu to select the account to which you are transferring funds. If your credit union permits it, you can select from your joint accounts as well.
  5. In the Transfer Amount field, use the displayed fields to indicate the amount to transfer:

     

    Specific Amount Enter the flat dollar amount of the transfer.
    Percentage of Balance Enter the percentage amount of the available balance of the “Transfer From” account to be transferred. For example, if you have 2000.00 available in your account and want to transfer 200.00 from the account, you would enter 10 (for 10%) in this field.
    Other Using the drop-down menu in this field, indicate the amount type to use to determine the transfer amount.
  6. In the Frequency field, select the frequency of the scheduled fund transfer:

     

    Frequency Description
    One Time Transfer the entered amount on the designated date to the designated account.
    Weekly Transfer the amount each week between the selected accounts.
    Bi-Weekly Transfer the amount between the accounts every two weeks.
    Monthly Transfer the amount between the accounts each month.
    Quarterly Transfer the amount between the accounts each quarter.
    Semi-Annually Transfer the amount between the accounts two times per year.
    Annually Transfer the amount between the accounts each year.
    Every Four Weeks Transfer the amount between the accounts every four weeks.
    Bi-Monthly Transfer the amount between the accounts every two months.
    Semi-Monthly Transfer the amount between the accounts two times per month.
  7. In the Start Date field, enter the date the first fund transfer should occur. How often the transfer occurs depends on the frequency you selected. For example, if you enter a start date of 10/20/04, and the fund transfer frequency is weekly, the first transfer will be processed on 10/20/04, and the transfer will be processed one week from 10/20/04 – and so on.
  8. In the End Date field, if you have a specific date you want to stop this fund transfer, enter the date in this field. If you do not have a date to stop the transfer, leave this field blank.
  9. In the Alternate Description field, enter a brief description of the fund transfer (ex: Car Payment, Money Owed Uncle Joe, etc.). This description will appear on your statements and account history. You can leave this field blank.
  10. Select Next>>
  11. A confirmation screen displays, listing the details of the fund transfer. Enter your password to accept the details, or use the <<Prev option to return to the previous screen to make any needed changes.
  12. Select Finish.
  13. The program displays a voucher, displaying the details of the fund transfer. You can print this voucher using the “Print” option of your internet browser.

Setting Up an Immediate Fund Transfer To Another Member’s Account(s)

  1. To transfer funds to another member’s account, select Other Member’s Account.
  2. If you want the funds transferred immediately to the member’s account, select the Immediate Transfer option.
  3. In the Transfer From field, use the drop-down menu and select the account from which to transfer the funds.
  4. In the Transfer To field, use the following fields:
    • Member Number – enter the number of the member to which you are transferring funds
    • Account Type – enter the account type of the account to which you are transferring funds (e.g., S1, L2, etc.)
    • First 3 Letters of Last Name – enter the first 3 letters of the last name of the member to whose account you are transferring the funds
  5. In the Transfer Amount field, use the displayed fields to indicate the amount to transfer:
  6. Specific Amount Enter the flat dollar amount of the transfer.
    Percentage of Balance Enter the percentage amount of the available balance of the “Transfer From” account to be transferred. For example, if you have 2000.00 available in your account and want to transfer 200.00 from the account, you would enter 10 (for 10%) in this field.
    Other Using the drop-down menu in this field, indicate the amount type to use to determine the transfer amount.
  7. In the Alternate Description field, enter a brief description of the fund transfer (ex: Car Payment, Money Owed Uncle Joe, etc.). This description will appear on your statements and account history. You can leave this field blank.
  8. Select Next>>
  9. A confirmation screen displays, listing the details of the fund transfer. Enter your password to accept the details, or use the <<Prev option to return to the previous screen to make any needed changes.
  10. Select Finish.
  11. The program displays a voucher, displaying the details of the fund transfer. You can print this voucher using the “Print” option of your internet browser.

Setting Up a Scheduled Fund Transfer to Another Member’s Account(s)

  1. To transfer funds to another member’s accounts, select the Other Member’s Account option.
  2. To schedule the fund transfer to happen on a specific date, select the Scheduled Transfer option.
  3. In the Transfer From field, use the drop-down menu and select the account from which to transfer the funds.
  4. In the Transfer To field, use the following fields:
    • Member Number – enter the number of the member to which you are transferring funds
    • Account Type – enter the account type of the account to which you are transferring funds (e.g., S1, L2, etc.)
    • First 3 Letters of Last Name – enter the first 3 letters of the last name of the member to whose account you are transferring the funds
  5. In the Transfer Amount field, use the displayed fields to indicate the amount to transfer:

     

    Specific Amount Enter the flat dollar amount of the transfer.
    Percentage of Balance Enter the percentage amount of the available balance of the “Transfer From” account to be transferred. For example, if you have 2000.00 available in your account and want to transfer 200.00 from the account, you would enter 10 (for 10%) in this field.
    Other Using the drop-down menu in this field, indicate the amount type to use to determine the transfer amount.
  6. In the Frequency field, select the frequency of the scheduled fund transfer:

     

    Frequency Description
    One Time Transfer the entered amount on the designated date to the designated account.
    Weekly Transfer the amount each week between the selected accounts.
    Bi-Weekly Transfer the amount between the accounts every two weeks.
    Monthly Transfer the amount between the accounts each month.
    Quarterly Transfer the amount between the accounts each quarter.
    Semi-Annually Transfer the amount between the accounts two times per year.
    Annually Transfer the amount between the accounts each year.
    Every Four Weeks Transfer the amount between the accounts every four weeks.
    Bi-Monthly Transfer the amount between the accounts every two months.
    Semi-Monthly Transfer the amount between the accounts two times per month.
  7. In the Start Date field, enter the date the first fund transfer should occur. How often the transfer occurs depends on the frequency you selected. For example, if you enter a start date of 10/20/04, and the fund transfer frequency is weekly, the first transfer will be processed on 10/20/04, and the transfer will be processed one week from 10/20/04 – and so on.
  8. In the End Date field, if you have a specific date you want to stop this fund transfer, enter the date in this field. If you do not have a date to stop the transfer, leave this field blank.
  9. In the Alternate Description field, enter a brief description of the fund transfer (ex: Car Payment, Money Owed Uncle Joe, etc.). This description will appear on your statements and account history. You can leave this field blank.
  10. Select Next>>
  11. A confirmation screen displays, listing the details of the fund transfer. Enter your password to accept the details, or use the <<Prev option to return to the previous screen to make any needed changes.
  12. Select Finish.
  13. The program displays a voucher, displaying the details of the fund transfer. You can print this voucher using the “Print” option of your internet browser.