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First Security Bank BillPay User`s Manual

1. Atvice w ms he 570 8 rmt mme ANM 31 Esnmated Hive 26 ior E tamem H2010 Tho paymort was matted to Trach your check payment 06 tt Teves Dragt Me US faasi Sev c ICR TS AUTO SERVICE Dee Time L ec not Tere SIRES No tracking infcemation available at thes Orne i i hy 701 Your oSm Deer ratumad ue n Here 2e e criam L Te 82522007 Famen reached the payee and nas cleared Seyed Che P t bv pce 8 sees ts appris te 9 pores Niet moe eromagon about thes payment Contacting Nor15 Asto Service wil provide pou win the mast up b Gate formation pou have contacted Pe px ee and sii hare questicra ard s oat i hen hi Pappret nmsbir y The Payment History Details for a check payment will look similar to the information displayed above The important information displayed on this screen includes the following The date the check payment was scheduled The date the check payment was processed the pay from account name the amount sent to the payee and the last 4 digits of the pay from account An estimated arrival date for the check payment United States Postal Service tracking information for this check If available with your Financial Institution the ability to view an image of the cleared check See Example on next page If you need additional information regarding this payment you have the option to submit a payment inquiry Payment History Details Cleared Check Status View Payment History Details
2. FEL FI OERAL ad 35 Dibi Payman After entering your payment information you will be directed to the Review screen displayed in the image above Please review all of the displayed payment information for accuracy If the information is incorrect select the Edit button to make changes If the information is correct select the Submit Payments button View Payees Finished Transfers Payees Options Calendar Wimirzrw Wet Derren pel RUE onary eani edie Lam Legend AW as PILI EST t Eir E mi dese LL Finished Pay Frem Armoured Proceam Date Sekitional bara Paay Checks E0020 117572232 Tp eita pame gn la Szkesulsd Pomena To mendaer jour accoudt acies sam ug an i o cator Return 10 Vies Parece After submitting your payments you will be directed to the Finished screen displayed in the image above Each scheduled payment will be assigned a Confirmation so you can easily locate and identify the payment in the future View Payees Edit a Payee Payments rini Opthons Calendar ce Viel Demi add gaccniary eeu Bode ura Ee i Lee A on THAAD ST i messages huru Y Bur Ser ee eee ed i oe Edit a Payee Edit ye ta i ke Payee liar ApEHI C AER EXPRESS Aprrunt Hol dar ora wb Daemon Fhine Hume IIS cz 172 Payee hicknana Le en Epe Payee Accaund Humbe imema Paras Cofegers Digfzuit Pag Fram Azcount Rend to change mers nin about fis popen Submit 3
3. a Tell Lis about your gift recipient First iara n dapes Bey Eae fou rara Cergr bam rra Zr Frizd Juri Midd Marna Jacuups Hzbfgym Lee gzarul T a To retin brs wk gE bE dba Last ones p5atfa Got Cock ka imirchos merch ami pne Eacmmnt 4d Grace 7 Sema MODE UNE URL UN mu Chg ans grippe gages Turner de Parche tthe Ferny rm akbigpirg cabs af ibe rgus Sure Zip Cods Optians Calendar QR messages F home PB chatopen i tooo You will be able to Add a Gift Recipient in your bill pay site On the Add screen please enter the following information First Name of the gift recipient Middle Name optional Last Name Recipient Address City State Zip Code After successfully entering this information please select the Next button Add a Payee Gift Recipient Review Payments EE LE Fitts WEE Dono ask acrppzry grrzurs nig Lam Leger 3 11 PH om SGI EET eer Erai Sgen mdi t Payees a eres Im C messages home eb chat open e bog oui Racipinmi Hama Your git will ba zortip Brian Rizk 123 232 Shorea Dire Erunseick HE 55371 Caomtarcpen_ On this Review screen you will be able to view the name of the gift recipient that you entered and the mailing address where the gift check will be sent to If this information is correct please select the Submit Recipient button Add a Payee Gift Recipient Finished Payments Transfers he Options Calen
4. u or E er beer D Pi ri LR ee i Mirit En aneii deran i r a C T preter Furrg s C send Donation S seda anche e Tell us about your gift check kD Hee Recipient Feci Acura Melson aay md d FL pen cras adres Halo C Sorat Louies Neon Pay From rry cem APH al Poo Sarnico Fan Ped Trai Amour s men Process Dak pem DE If you select the Send a Gift option you will be presented with a screen like the one displayed above Follow these steps to schedule your gift check l QUEUE Ne Select Recipient from the list provided Select a Pay From account Enter your gift check amount Note the 2 99 service fee that will be assessed for all gift checks that are sent Total amount including the service fee will be presented Select a Process Date After entering this gift check information select lt Next gt Send a Gift Personalize Payments messages noma cratcpan tegen er Lot aram a Solect an Occasion Cack the thumbnai to esiect an mage C istas C Baty oo C just Because C Cradeation C wean su i x8 m s diio V P die Boch Ne r1 You will have the ability to personalize your gift check Follow these steps to personalize 1 Select an Occasion from the list provided 2 Select an image from the thumbnails provided these change based on the occasion you select 3 After making these selections select lt
5. 10D DD anon Confirmation A te Ta adi a pajmant pa tb Seres Ta moni yaur 3crzmur achat setup n st oiii on Schedule more Papais After submitting the payments you will be issued Confirmation s for each scheduled payment on the Finished screen that is displayed above Send a Donation Payments Transfers Options Calendar ccs Web Deroo adi eeconsiary sopini trotig 5549 home e aper og out ow gn 4 4 AB ce SCIO ES me E T ra 341753 get seme MD AIRET7T 233 A IC Fa a dal Pay 2 Person Ex sra Transter Funds Give the gift that grows De d 4 Donation Sev a Gn Chee NIU Ohe Cae iwere Wren youve r te rrt e arg we cifer asa aud ef cieet net ed a Gooute te me hart 6 paar ors wr a donaton wod Chose Fors tver 29 sesaler chartes c tes Grete peur ww Sy artatee cnim wate Send s Donation stt Trou peat OF Asy rc The Gift Pay feature will allow you to send donations to the charities of your choice Select Send a Donation under the Single Payment menu Choose from the following two options Add a Charity choose this option if you need to add a charity Send a Donation choose this option if the charity you want to donate to is available Send a Donation Schedule Trantters Papiet Options Calendar bien Web Domo dk amrpppdary acc Irain ini Log n HAHO EST G messages B home e open i tog out ET nde ee Pula di We S
6. FT LRL UR home teg 4 logum Em C erre C reme Eno 6 I EHE qu 5 Bee ee HN DESERT Pad From Hoody Account 1753 Pay Ti Amour quer inc ini Cee udditireal Ea Brei Dale Hare ate noni Frequenr y Pisces Date Adimonal ers C Currant Moni fn Tima Tr Broun kksrnm ad E i DET T Lir Thirty Dies CC Giman Dale te Tita DL i Canbrraban amp 15 ingas Dphonz Zwimh jw Porgrrear Status Ones Tice Canlbrmaban amp 35 Zwimph Jw P ol Records io Reins M uin liermasgl Ears Sub Total 22523 Paid From Primary Checking 585676 Mew Search Dag Cara SUH E3375 5D 3117 20730 Confrrabon E 15 Zwimh jg Collar One ES One Tre Mu Contr mabin amp 16 2aimh ura You will be able to search for your payment history in your bill pay product A Payment History search allows you to search for your bill payment history based on your customized search parameters Follow these steps to initiate a payment history search l Select Payment History under the Payments tab 2 Enter your search and display parameters 3 Select New Search After successfully conducting your payment history search you will be presented with a screen similar to the one displayed above On this screen you will be able to view the following information Paylo Amount Frequency Process Date Additional Items Confirmation View Details Payment Amount Sub Total Total Payment Amount Payment History
7. Payee Address ity After entering this information please select the Next button Add a Payee Finished Credit Card Transfers Optians Calendar I Finished US Barik VISA Your new payee is ready for activation F r airi puma tes ples esl 3n AN Leer Saas AAT Al Ae j Cuda13 vw FT pasci Belord semp paganis By Account Hurrber 1234557 E9 1224047 clicking Acirate Payee Nos pru will be asked la camgists Tie Ca WTan Ese esie e EE Arrzum Tepe Loon f 1 Seet deiien mehdi lor Adian Cade Parad Caagery Cradi Cards 4 Gober the Aci aan Code upon receipt Dero Fas From Friman Checking Dna th Aries Caria Poi Euri bevallen pameni millka Freee tn precers What would pou lite da do re 5 4 Dues to thia in Artium Pa iis After submitting the mailing address from the previous screen you will be directed to the Finished screen Your payee is now in Awaiting Activation status please select the Activate Payee Now button to initiate the activation code process After you complete the activation code process your payee will be Active and able to have payments sent to it Add a Payee Add a Bill Add a Checking Account NO Options MILF Payments Tranctors VR a apo amp kja El adia Parem C aiia Char car bill o a ort te idal ZI 3 rz MEF Em HL HE wim msia uy isa bhig C Yas ENS Par aua Wu eT ae Bal D aj a GA Raci Toate See EE ee IE dd your cabia perra and mimct
8. cu Pa FH CD T zm BERGEN Pay From Accounts wet m eye no Rp peng im Vee Pye as eng feas anas cian View Options ict Accounts Parse Acci ird Aremunt When viewing your Pending Accounts as displayed above you will be able to view the following information Nickname the account nickname you provided for each pay from account Additional Items Last 4 digits of Account Account Type Delete all pending pay from accounts may be deleted from this screen E NOTIFICATIONS e Notifications Events Payments Transfere j Calendar Womcimm We Damo Eid CTY Borer iim n Loge EAM ca PE EST Pi 3ar Cri Wir AA ee ee ee Ling Qut RGcuiTin g qdzross of Ta demoaccounigiiganmmibidb cam Ligdale 1 af acier n Pe Oe QD E n p ES Event Notifications Wer Evo MUSE pore OO Babee DRT CO i a pos BAD DOLIO BRI TUTO Be EPI PS yt Ba puo aunt Bh TCU arma cese paa cero A transaction axcesds a spacifiad smouri Erabi Scere A nen THERS EIER in my ai Linie A rarer ncraumt is appro wen nay kam accourt zm approved You are able to manage your e Notifications under the Options tab in your bill pay site When you select to view the Event e Notifications you will see a screen similar to the image displayed above Event Notifications will be sent to you each time a particular event occurs in your bill pay account These events include the following A recurring transaction processes A
9. 95 sent electronically Please select your desired rush delivery method by clicking the appropriate radio button These rush payments are guaranteed for on time delivery to your payee however payment posting is not guaranteed A rush payment mailing address is required for Next Business Day 14 95 and Second Day Standard 9 95 payments Select the Next button to continue scheduling your rush payment Rush Address Payee Information Close X Standard Delivery RUSH Delivery Please provide a physical street address for AMERICAN EXPRESS Rush delivery nor avallanbie fo Poet Office Bowes amp nfy you have a correct address Rush Payments may need to bs sent to another address han appears on your regular billing Statement Deilvery Fees wi nct De refunded for an invalid or ncorect address Payee Information Nama AMERICAN EXPRES Address 1 Milion Dollar Road Suite 108 Elizabethtown Kentucky Zip 42701 Telephone 270 541 H587 Cancel Back Very Address When a rush payment address is not present in the system you will be prompted to enter a correct address Please note that this address must be a physical street address rush delivery cannot be made to Post Office Boxes This rush address is often not listed on your remittance slip so you may need to call your payee to gather the correct address information Rush delivery fees will not be refunded for an invalid or incorrect address A
10. Details Electronic Payment Payments Transfers Fayees ico Web Dea add peonickery monre holder ja al SIMI MEDIE Eriet Tow scheduled a umge payme da Cer cns fo p ea an 4H EDU Paced lero Fimmel Celular One kom peur Holiby komen 047153 35 Caime sri dete kr thin penan iz YIr Heed more mniEanmabon alot Pis pagmeni 7 Options Calendar c messages 6 Roce e hatepen i lag ou court ine sca c 75 30 Lasacmng Did Cee will prede you um ma sso ups date ialorm lh Iesu hice c needg IEd rides argo Ears d nnzgemr ar me i CUES 5 Trani if Haha r ka Paymaeni Fisha The Payment History Details for an electronic payment will displayed above The important information detailed on this The date the electronic payment was scheduled look similar to the information screen includes the following The date the electronic payment was processed the pay from account name the amount sent to the payee and the last 4 digits of the pay from account An estimated arrival date for the electronic payment If you need additional information regarding this payment you have the option to submit a payment inquiry Payment History Details Check Payment Payments Transfers Payees Options Calendar C messages G horne eo Oen osou m This intormatos detaie fie imeline of your payment to Morfs Ante Serko Dorie Event You Soan 3nye ps e 12 330775 aul anteno sas On aiaa Pro ceshed C Fe te Us AA
11. MW DL 3 Ec niburrasq n fa io Lass Myr SCG a k Paves demum ae AMO 5A a a Egmzn c VECES Se Hee Than ust look Er Era image bel com VT RHIPONH RUE 55 I l al Lacer iya Aare arity aD dnm L KIHSI S DE PAETIENT 1 i VE domu Pear abs Animam bere A list of 10 or fewer of the most popular payees that have been added by other subscribers at your financial institution will be populated on the popular payees screen If you want to add any of these payees to your bill pay account all you will need to do is add your account number with the payee and select the Add button The payee s are now active and available for payment using your bill pay account Contact Links Payee ts Transfers Last Logie Alden SA EST The DEBE ee ea 7 Friday March 18 2047 new Messages Roc Lores awanacss roO Es T T Tots ess attentionreguired Charms Account Mote Ueo mt fy BD int d wt mul Since You last logged In z Eia rir View Day Core TATAAS vera Total a3 57550 Ar EH 1 Sand Deena n Fred Andes Hats mu puse ie mie lo EO mer Deere peo and mm pe er Any urmusoriped zu Hn pror Es anc n be proce PRAN ERS ee 2 OCC Dy Pay TADOR LLC Lek DI Pa wane n z hart i So me ular al rad Anda Hakr Rad Die Filiasi Treaster Susan Goldin Total Cale mdai c messages live char Options A faster way io pay jj Se a mc et zn P Vin it DC Pa prm ENS OP
12. Preload Se wishes nl pa cm Hy gai viag A 109000 1222 000 wt 450000 1222010 Cys 123010 Ee Si amb Ege inu Camas cooum Money mt Amenzsn kopi es Piet dee Nason Res Cross Reb ement Tracio Susan Golanas Ow X gt Et 2010 gI KEAT 390 09 MED g Ge ZAA 141200 00 slew 9323 12 1182010 Sanc Donatior to Fred Amirew Mawon You will be able to access the Shortcut link from your bill pay homepage when you select the Take the shortcut link Short Cut Features Page Schedule a Payment Optio n C messages na a hmi operi Quen Schedule Payments Transf rs Neiere ees Darma Lami Loge 31 1 TM o HT VZTHD EST ro xr TE m ome m zs a pr dri 8 Day a Dil e Pay mP ero Transter Funds Senda Donation C Send a Gel Cock lt P Wim Ge 2 eS Duel LU CR Ula a sy E Pagjine H z edi glue American Express E ca bian E calus One Car Care Lan Serica Murs Service E Office Depot Phara F Suman Goldman Arani s Fay Fram Frocass Data Enma Checlang Secondary Checking al E En imapi SSF Primary Chackng Salaria paega from Ha h mana Sud act zgairida ranman d As you develop an increased volume of payment history your intuitive bill pay account will be able to anticipate single payments based upon this history An example of what the anticipated single payments will loo
13. Reminders you will see a screen similar to the one displayed in the image above You are able to schedule reminders for each time you need to do the following Schedule a payment Transfer Funds Send a Donation Senda Gift Check From this screen you are able to View Reminders and Add Reminders Both of these options will be discussed in detail on the following pages e Notifications Add Reminders Schedule schedule Notifications Evert Logi Dut Recurring TIER Email addrass on ie dmim ipart com Lipdatg Shorn leur madras os fis 2703005 Dd Rin pul arme com Update Reminders Fru EA ede Gide Es ec hae pO Esel DIE chee A pagresst baralar ids o pSIS B doin or puit Reminder Options Add Bill Reminder 7 Schedule amp dd Reminders Ar mrieriik 7 cece 2 recyuimci fed fv Billa C Tranztorz Select Pape cartam People Piazza sand noilicaipnio IER f aia Pleat When you choose to Add Reminders you may choose from the following options Bills Transfers People Donations Gifts After choosing your reminder type please complete the fields presented to you and select the Next button e Notifications Add Reminders Finished Esta aderass ot fle demaacrount paymbilla com Modak Sn Teu aconess on fre 2703006 9 565p cin gutama com Logs rp schedule Finished Reminder Date Fierninder Type Addtornal bema UTD Faj a Bil ie hiiio Ere Ramimdera After en
14. XZN2010 Edd Tota 04505 21012210 Bond Dirala amp F e ndirew Motsch The BillPay product home page contains a large amount of data and links all of which will be discussed and described in detail throughout this manual The four major Tabs displayed on the home page include l Payments 2 Payees 3 Options 4 Calendar You will also be able to view the following information New Messages posted to your bill pay account as a secure message Attention Required Payees payments that require your attention Transactions processed since last login Reminders sent since last login Shortcut optional Popular Payees Available first 90 days after enrollment Transactions scheduled to process Main Page Functionality Post It Alerts and Links Payments Transfers Payoesd Options Calendar CH Ei LEE TR E p Mir I 17 E Jm meas i Tip reu an Z8 E Lr E phim 4 Chat Link nto lamps Payments returned Secondary Account Holder Last login and Email Payees requiring activation New messages in the Message Center Your home page will also display the following personal information Primary Subscriber Name Link to add secondary account holder Last login time and date Primary Subscriber email address The displayed Post It Notes appear when specific actions occur on your bill pay account Click for Returned Payments When one of your bill pay payments is returned th
15. details by selecting the View link Payment and Transfer History Details were discussed earlier in this manual View Calendar Future Scheduled Payments Payments Transfers Payens Options Calendar Pay From Hobby Account 1763 Pay Ts Siga Doiii sii E F 5 00 3345000 zaiprac camas nc rekah in Es tote Tranter From Primary Checking 5875 Transfer Th amp n un Adsional Hana Rare ont Transtar zu 5308 MJ Confirmation amp dele Poy Warren Hu Los E Er hU 500 00 PORR iced rrah ced iodide pon cel Feum Ea ake When you select a dollar amount reminder listed on a future date you will be directed to a screen similar to the image displayed above Payment Transfer Reminder information displayed on future dates is for payments transfers reminders that have not yet been processed or sent Thus you will have the ability to Edit or Stop these transactions from this screen Scheduled payments transters reminders were discussed earlier in this manual Select a Blank Calendar Date Payments Transfers Payens Options Calendar c GEEFT IT C Barri e open e lago You have selected the date 324 2010 Tia would you lite do on dis dete C a eck His To eee a esr C d wouid lios tb sedie a transfer V would like tp seri 2 gii check C pecuk like to nares a docarion C paid lig tp schpaula a remmimier Behrn in Lnimae ar When you select a blank fut
16. following active links from this screen Pay schedule a payment to the payee Edit edit payee information that can be modified Delete delete the payee from the system View Payees Schedule a Payment Payments Transfers lar nur Calendar hike Papii Schedule ParaPenon Transfer Furs C Sed a Dindin C gad OA Check Lk ee ee ee bad seni i Sasad up your pagani scheduling We can peka d yom bilg karad on your gaymeni histor i Lae he sherini HOG d LL BORROW Fay T Puy Fran Amour Fricas Dur ms md 51820 EH Een gj 1 Ars 3 Pass F American Exprers Select apap bom he efi rsen Sel ect arsi Bo remos il C Car Loar Cabia One C Hori C Dar Gare Lari Sara ici Mors Auto Service C Office baggi C Poa l Suxan Godman When you choose the Pay link from the View Payees screen you will be directed to a screen similar to the image displayed above From this screen you should enter the following information Pay From account the funds are drawn from Amount Deliver by Date select the appropriate from the deliver by calendar After entering this information please select the Next button View Payees Review Payments Trapafera Calendar Fiver Whee Demo auk acrinderr crud led ber Ti Lege LM on VU PST get mol YEST zT Review Pay Frem Ament Pracass Daia Andnona heme Arrerican Express Primary Checking 2120 0 BASHA Eri dicted AGED ELO aed herein
17. institution will approve or reject this pay from account in no more than 3 business days Pay From Accounts Active Accounts Payments Transfers Payees Calendar ccove Wen Dems add secondary accneri hetsmr me Ls rei E C m1 heme e vt opan en 2o Tres 2efas Pay ftam samruni 88 8 282 AA 8411785 22 0 Se ase amp ac ezulira cur zat fess Tere Tre ceber TL Siege fre Ja Ma f acco t STS 71 oS wet ete Bre vert oc ty grote t Mee Paese wd art Mea rece tuor View Options den Accounts 6 Active Arcounts Pending Accounts When you select the View Accounts option you will be directed to a screen similar to the image displayed above You have the option to view Active Accounts or Pending Accounts When viewing your Active Accounts as displayed above you will be able to view the following information Nickname the account nickname you provided for each pay from account Additional Items Last 4 digits of Account Account Type Default Pay From one account will be selected automatically selected when scheduling payments Delete all pay from accounts other than the Default may be deleted Pay From Accounts Pending Accounts Optians Calendar Payments a T EE La DELLIII sme M mn Dre add kRCOSIAD RO rdi i C ILPEEPTI G hese P chatooen e log foul sm Lege 1E A ga A EGT YEr Erini rr Soe TERIE rry at View Pay From Accounts aig F Tra Durgzz Pup Poor RIDIT EOE wid ep eg PO ET
18. kiii Send Te Peye Donations C giie Ai Reminders When you choose to view one of your reminder categories in the example above the Bills category you will be able to view the following information Reminder Date Frequency Send To Email Short Text Both Download Reminder To Outlook Calendar download Stop prevent this reminder from being sent to you VIEW CONTACT INFO View Contact Info Farmenis IPIE ETELE Ark Humba Anklis Humber Y ou will be able to view and edit your contact information in the bill pay site You may access this information by selecting View Contact Info under the Options tab Your contact information that may be edited includes the following Account Holder Information o Secondary you may request to ADD a secondary user via the add link Address Information Address City State Zip Phone Numbers Home Number Work Number Mobile Number Email Address Primary Email Secondary Email Mobile Devices Short Text Address DEFAULT SETTINGS Default Settings Default Settings Delmi Pey From Ta Da aaf Fap Peon accrue kci wl pei cca W 54 ee kar ERPAT Daa Pape Whe page acad yen Ka in mpl eee vow bg rin Ed ry fe Horne ga reve na BERT ig Chen mis dO Rad pesani whem 5g Sigla Famenis sebeisiaq n prympet pri going to Vies Fa ehp ard sicut pee C she i TEE mo 6m poss Uy ns eg bmx egi Pe From ACCEUEI DRE FE ETE mer gs a Tli Dada 7 S425 oe a F
19. ma gum Payee Preload Tim res IIIES seer b iaa Eug ad Pl Fus aD 301 3225011 32245031 kire arko ae Aue Turm Loos Formupport passa zac BH 23 dil Y ou have access to world class customer service when you are a bill pay customer You may reach a bill pay support representative through the following contact methods Phone the 800 will be listed Live Chat when available through the financial institution These two contact methods may be accessed by selecting the Live Chat link located at the top of your bill pay homepage or the IVR phone number link located at the bottom of the page
20. the image displayed above you will be able to Add a Bill Add a Person Add a Charity or Add a Gift Recipient when selecting this option 7he Add a Payee functionality will be discussed in depth later in this manual RUSH PAYMENTS Process Date Calendar Rush Delivery Option Schecule ar area Sancte s recures fisic Close u be Standard Delivery RUSH Ocitvery Deliver by Date Hay Need to get it there E Rush It car f Tomorrow 0 16 2009 Check e Nay be amp chadut d inii 0 PM ET e Check payment deiuered to submited physica ac ress e Payment deducted from account when check clears e U iragcgersg urovcoed Ceil C Friday 9 17 2909 Check 9 95 Friday 9 17 2009 Electronic 4 95 Our Guarantee Su anieed of tre oeleny ter af Rust Sayments fF not yos Wh berefinded up ip 397 in ime fees Send Mere would like my Rush Payment sent to mori paeo m T m Rush Address On File 123 Rush Adcress Road r Rushng City Rushing State 11111 Selec fm Rush Address give you Cancel Next gt gt The Rush Payments feature allows users to send a rushed payment to payees that accept rush payments Above is an example of the screen you would see when selecting the process date calendar There are 3 potential rush payment options Next Business Day 14 95 sent by check via UPS Second Day Standard 9 95 sent by check via UPS Second Day Economy 4
21. tool by selecting the Challenge Phrases link under the Options tab When selecting this link you will be directed to a screen similar to the image displayed above You will be able to Add and Remove challenge phrases from this screen Challenge Phrases Add a CR Manage Challenge Phrases Challenge Phrases Fm pilar s mirim of fe che bee Se bale Thang pep ll ia ee Spring ee 81 pry eo Py Tan n imas Sg 5 ra ol ang peor pes Select Challenge Phrase gas by ee ote anemia neta picco began oe e Your Phi maa iarmpzi z n es cdd eg eee foo bi ee ec i cee tic Punt an ig pte oer Your Pag ponz e Your curent Chatanga Phrases bitters maiden name Remia Cih jou vaara bam Eamus Pets rame Ramya Faihara riddle name Sun Pa When you select a Challenge Phrase from the dropdown menu a Your Response text box will appear Simply type your desired answer and select the Add button The question will instantly be populated in the Your current Challenge Phrases listing You may remove Challenge Phrases but the system will not allow you to have fewer than 4 active VIEW CALENDAR View Calendar Payrve nts Transfers Payeee Oprema Calendar Ter la m e whan x card sis x check RU be t paradi pri Your bill pay site gives you access to a dynamic calendar function To access this functionality please select the View Calendar link under the Calendar tab When selecting this link you w
22. ud ysur cole shee mi irrkcerrusd iz within the Aomun Harmke ect company Gis Contnn 5Scraunt urribsr jina iud Acid any of em compass dal Fhiona Humhar are aT pa erode Fey it ie nureurt ol ohe yeu puny mernthiy zr waen hora ihai Yeu dant gay fiar sfton Yau Paaa Zip Cade i Zz mey nist see alai tian Bul hasing thera kind ray hee p T s L i mene renee i case mar Hi gei rcpunt Holder Marne ied Dera ae inet If you select Loan from the Account Type drop down menu you will be directed to the Add screen You should enter the following information on this screen Payee Name from the bill remittance slip Account Number your account number with the payee Confirm Account Number Phone Number payee s phone number Payee Zip Code Account Holder Name the name of the person attached to this bill After entering this information select the Next button Add a Payee Add a Bill Yes Bank or CU Loan Information Q We need more information about your payee Who do you want to pay Payee Name Learning and Development Organize your bille with cateqanes Parae Nickname Learning end Deveicomen D 7 ware welidetian cocos 4coount Number 123123 confirm this payee Set a default pay trom account Phone Number 270 541 2359 Prmary Checking 10 Account Holder Namig Web Domo Where should we send the payment Payee Address c city Eirabe
23. we PUHE Limaki o Di cee PY Ld pem When you choose the Add Account option you will be directed to a screen similar to the image displayed above You must add the following information on this screen Account Nickname Account Number Confirm Account Number Account Type After entering this information please select the Next button Pay From Accounts Review Account Payments T fee Per Cre Te eT HE Rep MERC a Pod er LiH Logs 3 0 Tier Emal damcu Add Payment Account Add Account Account Micha ed wae Harte amp ccaumi Typa alee oe CE messages home B chatopen E topas Secondary Wises Chezina SUT Account After entering your pay from account information you will be directed to the Review screen displayed above Please review your information for accuracy and select the Submit Account button Pay From Accounts Finished Adding Account Payments Transtors Payoes Calendar STH pD ay AAT Fere J Hring i I 6 C Gera eb hategpan XEL Secondary Armi Sextus awaiting Aoprm al Antoun hymber 1122334445 Anco Trpe Checking Ta monitor eur accom acie so up a3 g Fiztficalipn Pull Arle Accel After submitting your account you will be directed to this Finished screen Your new pay from account will be Awaiting Approval this means your Financial Institution will have to approve or reject your request to add this account Your financial
24. you have created Select the Add a Category link from the left of this screen to begin the process of adding your desired category Add a Category Papments Oplions Calendar Cc IA ee E hanmi rb hit open e lag ul Brite 3 CMegen Name Calagare Hama Temporary Eds Select the pata ard accreaniz pou would ike io amig iz thm category Ri Persian Tracer D biata nuo Sanici C Hodgags Retirement Transfer Ofc Capel Arbeter Warhzes P SusaniGoldrran P Suri al College After selecting the Add a Category link you will be directed to the screen depicted in the image above Add New Category You will need to provide a name for this new category Also you will be able to select the transfer accounts that you would like assigned to this new category by selecting the checkbox beside the transfer account name After entering the Category Name and selecting the transfer accounts to be applied to this category select the Submit button Finished Adding a Category Paym ert Cale dar C messages P home eb hart open e legia The bekar cyegary hes been oeaied Calggon hama Tampian Billz The oim gaees 32d kansferz were assigned Ip he csiegan gil Peron Riots Sut Saca Tige Dep T ew or edit a cate pory goo Caegones od Anecher Categon After submitting your new category you will be directed to a screen similar to the image depicted above The new category that you created along with the payees an
25. your emails Closing Message Select one of the prepared messages provided or write your own personal message Select Next Send a Donation Review Payments Transfers Payees Optians Calendar eee BY es Use e s eb peers eae Pe Lam Log 3 08 Pil as SN f EGIT Cc measages home e chatoper e bog oul uw mr mp mnm Send a Donation bd TIE Review Same emai and check Recent Eme Address man sega com Ghare 4 Haack Vaddage riim cub Demo A donaren has been made io the 215 Foondaton i Ilan Ve your Ime Of AATE oor Feet thoughts of EYT DAA ane mm you Enn Wen ceno Pas Io the order of 716 Foenckaton amunt 10000 Sars Rest 8138 Dum manmi Est Artval MED Harg Said Tour renim acddrazsz on Sis Web Tarn TAn Sires Cecrgoican RY 40324 Ligeia tia Aubl Denelion After personalizing your donation email you will be directed to this Review screen On this screen you should review the email address es that you entered as well as the email that you created Also ensure that the Charity and donation amount are correct Finally you will be able to view a sample of the email and check that will be sent on your behalf Select lt Submit Donation gt when you have completed your review Send a Donation Finished Payments Transfers Payoes Options Calendar mami QC mesasea E nome E oen Eh roson Finished Feacess nin 3ns01 Schedule rene Pages When you reach the Finished sc
26. 73986 Oboe amp abmil Changas When you choose the Edit link from the View Payees page you will be directed to a screen similar to the image displayed above From this screen you can edit the following information Account Holder Name Payee Nickname Payee Account Number Payee Category PLUS only Default Pay From Account After completing your desired edits please select the Submit Changes button View Payees Finished Editing a Payee Payments Transfers Payees Options Calendar ubcorsa Vieh Dara sui rage ACH AE mm C oe C messages g2 hore Ei gou Prinia francha hienen E Finished Papa Fame VERRAN EXPRESS T ba Polls ng ubarqam am iam Acum pede Ham VAG pma Frana Hunbsr B S Pasa Hinana American Express Fama irimi Huber 4ST JEN Pasa Calp Gradi Card Detauk Pay From Acoaasnmt Friman checking Sen mm ki wira Hipias After submitting your payee edits you will be directed to this Finished screen You will see your payee information with edits displayed on this screen View Payees Delete a Payee LE TIT SD Transfers Opricne Calendar C meena P hama Cik heus lar e egra Americe EnaA Payrmariz Fay Tn Amauri Process Dato Sidi jers American Capes 1 0 pI pata Canina tion F nro Fran ny Ameren E prese 1106 D S38gn1D Confira teat gl Ertir Pee Cancel Delikt Papit When you select the Delete link from the View Paye
27. Calendar c messages c hama eb chatopen e lead Finidhed KAREN ROBERTS Your nis payta nas boen added Picasa alie 5 dagcajfor pour check papers ho rach ha paye Faves Stature brir Fase Amdocs 1273 UAR STREET ELIZABETH EY 42704 Fae Calagon lia Cahier Dina B Pap Fromm Acton Pomir Oheacaag Tour Email amp kimeas mrrascccun ip vrbis com hal would uate Ec cn next ch DE E Eds pera uad rad uin awe tor his na I B ne After adding and reviewing your payee information you will be directed to this Finished screen You may schedule your first payment to this newly added payee This Finished page will also inform you how long you should allow for payments to reach this payee and whether the payment will be sent electronically or by check Add a Payee Add a Bill Bank or CU Payments Transfers Options Calendar Jecira Wien Darme add maori ecco hoidar ax Logs 11 PE en SNE es Tigar Emsi he cee Leo To ERES ae Akda Payer fF od ail ddd a Peron Agaacnaih Add s Git Recipieni iid a pi i poar cable pre ood QI c ey rim Ar amy nri fno Cae Tult yii Mip PODER qe iege mcd bur pra dont parc ee qfien nou P r WI pip Al d IDEM UE sid miri mar teip pra e doce Ih bel pls kai is hi accpani ai Leeming and Darcii CS Yeu hh Cc messages 6G Borat e ehatepen e 1i Dot When adding a Bill as a Bank or Credit Union you will be posed with the question
28. Calendar ineca Webb Deme pid uns rp EAr bader z Lasi Lpgir 2 11 FE on MIGSDID EST C messages ra homi e c hat pen e DD A Coir Emai Jamcarcriri m emg riba com Activation Code Delivery Method Required Pid siid i pralarrsd calcar maod Piera Cal C Hom A iem 121 C Prima demers cam E wok Ho on Mon TT saani Hobonflls pcie Mol on Fs TDOQOOSSDSQPGngul eme rom RegeesttedeHow Your current contact information will be displayed on this Request Activation Code screen Please select your preferred delivery method and select the Request Code Now button Add a Payee Add a Person Enter Code Payments Transfers Payees Options Calendar Hc messnges C rome CQ con oe Activation Code Request Received Activate Fisa bo Did Hrein oy ag oe ey f pur acb abos code Sid amie wiin mamen Pee reTam in selon amie Is Agrio Code in beng went io 2703005 Gonbara cm Azk hese IF pa d s perl cee 3 Os or woe a iiw one Fiease war Ender Activation Codec n Heck Susi Please remain in your current bill pay session while the activation code is being sent to you After receiving the 4 digit code please enter it into the Enter Activation Code field After successfully entering the code please select the Submit button Add a Payee Add a Person Finished Payments Transfers Options Calendar messages mume e hit opem e un mila ir penriast Heri Steps ng Action By B
29. EE r Prrmary Crack Eia Transfer EC View Papi C ovi Trae Sccounta C alanda Subir Your bill pay site has 2 default settings that you can manage Default Pay From Default Page If you have multiple pay from accounts you may select your default account from this page Additionally you may select the page to be displayed when you first log into your bill pay site After making these choices please select the Submit button Default Settings Finished Default Settings New Default Page Home Default Pay From Primary Checking After submitting your new default settings you will be directed to the Finished screen where your New Default Page and Default Pay From will be displayed CHALLENGE PHRASES Challenge Phrases Payments Transfers Payees Options Calendar Web Dem pd secondary accounm holder ard xs La i y ii j EAM ERE ME alist foros homa e topan Gi tea ser meli denn vid ew Coma nie F Challenge Phrases Powe Hm ee Si ee eee ee Oe ee ee eg cee el pa eee Select Challenge Phase Fir Dre ae ide Fus HOAT H pnr Bosal ped SE ae Te m3 ey pae D ders aL Pour Fru ame Crenn a Crater Fen E H byn eo ey prj es eye oie e ote Fal vere heart yia il ae Tous curar Chal rege Phraxax Idcm s m ai den name Reni CE pou sra bom ETESB Pars name ET Faar mie rame RETE You will have the ability to manage your Challenge Phrases in your bill pay site You may access this
30. First Security Bank BillPay User s Manual HE A First Security Bank UO BN Success Together Topic Section 1 Section 2 Section 3 Section 4 Section 5 Section 6 Section 7 BillPay Product User s Manual Table of Contents Introduction Home Page Payments Tab Single Payment Pay a Person Send a Donation Send a Gift Recurring Payment Scheduled Payments Payment History Add a Payee Rush Payments Not used by First Security Bank Payees Tab Add a Payee View Payees Categories Options Tab Pay From Accounts eNotifications View Contact Info Default Settings Challenge Phrases Calendar Tab View Calendar Reminders Additional Features Short Cut Link Popular Payees Contact Links Page CO N 13 17 22 24 29 33 34 61 62 88 95 96 101 109 lll 112 113 114 118 119 120 122 124 Home Page Payments Transfers SS Options Calendar Pv LP TH HM 1e x 04 Po 201 CET messages barre e ht open e log ond Thursdays March 19 2010 p e new messages A faster way to pay Ep Wate NORMA shortcut Prices pnp ra ah cemer er eu cay en e hey 1 Tota Wescages attentionrequired Payee Preload Show me Popular all feta aooo Mafia e Armenean Lopresa 190000 30250 Ee APTUS NESON Red Cross 500 00 3222010 Ed Sue on S000 222010 Since you last logged in Ueontg ace 812005 Dar Care 13755 Susan Golczman 0200
31. Front of Check PLEASE POST THIS PAYMENT FOR pT Pi Teetnoigg ard LLG Doe John K P O Bor HI n 1234587 83 EXraetinwn KY 427110010 0000000001 EE Phone BhE SA51340719 VN Come Bank 1 17 2008 Any Town LIA 12 Sinty Two Dollars aad Eighty Five Coris Pay tur a SOME COMPAHY NANE ruler of PAYMENT PROCESSING 1234 ANY STREET AHY TOWH USA 12345 1234 WOOOOOGOO0 ke sDi2305508 DAde2159r f000000 5 154 Back of Check BANE CF AY Tw USA 1214567398 MIH E E ia B53789254 ei p idiin aage ein 1258567689 025 256987 25487 59 i FOR DEPOSIT ONLY TO WITHIN pancooa PANED PAYEE 1659232490 i Kl bove 4co6 3ug72b563rc The View Cleared Check functionality allows you to see a front and back image of your cleared checks sent through bill pay You will also have the ability to print this image The front and back image becomes available after the check clears ADD A PAYEE Add a Payee Link under the Payments Tab Calendar Cc messages 7 home e chatapan logout TEILE Payees Options ard Pax aaa a Chii a Firm P C Company as DANE SHT sbk bij i Dhidi Popular ibd ver cable phap and C Were ax indicri cr c EELE ey gm z adl C Bank er Cres Un kin 4m Izd 5d dry eo idee Cirque H yia piy Pees oe repr hae Wall 53 i hs TES Ty rr mmy bl il Br Du inert Eam mied rey ug you mrarter n cia Pi be gair You will have the ability to Add a Payee from the Payments tab As you can see on
32. ILLY SMITH BILLY SHITH mustrespeadia an odhalen small bsfces thie dest pamar will preces Ey clicking Pa erai link ELLY SUITH sil Email Aides xs beredWiiirad com Ge iilud 99 Sabre T Ebrei d ni cui Sene iib Fhong Hum PLATE Terry Sead iret ppe 2 Accnamiintormalion sgcand screen Papen Cale gery He Calpe Se a Domen of IT s oe aceodon sal Se pamens ic proces z inei Ta Email cda kn aemeacenu nti nib carr hal wahi yoa Wb b do nas With your activation process complete you must now wait for your payee to respond to the activation email that will be sent to them The payee will be asked to submit the following information keyword this is the word that you created during the setup process Account Information the payee s account number and routing number After the payee successfully completes these two steps of the one time activation process payments to the payee will be able to process freely Add a Payee Add a Charity Payments Transfers Calendar Sed a Bil C hid a Peron aed a Chant eue us about your charity had 4 GA Regier Cha Name Ava Lara Aerarim Abar yas arm im huc i ee i Shari bideag 8 ppe acri atidi mated tz dans im Fe cinri oP cur choice Chaa Iram over Ip aida chaises or deas ate Ley pRE Cun Emais rum bs qued Ip year Esg E eie EXE pee euh DO ru vir Sgt oe AITAREN You will be able to Add a Charity in your bill pay site On the Add screen please
33. Is this account at your Financial Institution Answer Yes or No to proceed with adding the bank or credit union Add a Payee Add a Bill Yes Bank or CU Payments iugcneme Fae Damo mi agonia Last Login 7 Ald os SSID EET Your Ern dam Add a Payee O Adda Bill Add 3 Parson Add a Charity Adda Git Recipient Sad ycsrrzath phzra srd macim company im did muy aiiis compares iiei yOu Berg nonii or even Tee That vo doni pay bat rien Yh rege rayi pay M of them but having them ited may help you rae E Cee ipt Edi gels Eel Tramafers Payees Iz thia eccount at Laarning and Dasaloepmant t Yer C Wo Thalisthe account ipe Sait Acem Tyee E Options Calendar When answering Yes you will be prompted to select an account type choose from the following Loan Credit Card Checking Savings Add a Payee Add a Bill Yes Bank or CU Loan Payments Transfers Payees Ontions Calendar Paton Web Demo add serondany acccaun Folter r m r C messages 2 homie e chatopen Last Lage SU pon ECHO EBT igi nar ETa Tum z iege bel E pr f Add a Bil Adi aPerson f Add a Chiari The mer nune zBaalk cceas ccn C Add a Gil Recipiani Add a Gif Recipient Faveo Name Learning asa Deceiaement par eli or onenris slate po sig Fr Te Sa oc Pou oe coir E Ancpumt Humbar 121121 ma o pan ES Hiab i aed ona Si a eee suria plema mdude ey idanirhi g
34. Next gt Send a Gift Personalize Thumbnail Selected Payments Vipkzcx Web Demo gid srania erausi hoier Laat Loge 32 PM on WIEST Cia poi fhe ee Lusinm Qari mS Bee Le Dpaenng Vass age PerscnsicEd Message Closing Massage na Hi oral T a r Piyee a Dear Fre Bx 1j E Chaara ramai 374 Cale ner Ani gabene osmom s cL ie Bac After selecting your Occasion you should next personalize the message that will be printed on your gift check Please complete the following steps l Select your Custom Occasion SS ue I9 Write your Opening Message Write your Personalized Message Write your Closing Message After writing your message select lt Next gt Send a Gift Review Payments Transfers Options c messages E hame e hel open tose I Card and Check Preview Shem macpe Peaopy Ditha wWish ig you ite very Des Eno evo Dems Payto fw oder ot fred Neteon Amour 100 00 TI 2 39 Date y192010 Est Amal 3132010 Yee roten exiress on Me ted Demo 17 Nain Chew Georgetown KY 42324 locate he t oo P 8 o After entering your gift check information and selecting the imaging to appear on your gift check you will be directed to the Review screen On this screen you can review the gift check message you created You should also review the gift payment information that you submitted for accur
35. SCIT ES mm gm Pr Stop a Single Payment Finished Pay Fam Habibiy ccauri ada Tarca Feum 3s Echeduled Pagmaris After selecting the Stop Payment gt button you will be directed to this Finished screen Stopping a Recurring Payment Transfers Pay aes Options Calendar c messages e humm F hal pueri e TESTER Stop a Recurring Payment Pay Frors Amcust Hi Process Cats Sgcordary Arcount 3308 0 padai Kal meak you lea bee Eo Sip pamen ise menh C copie sedes afar iha ted pitani peoa If you choose the Stop link beside a scheduled recurring payment you will be presented with this Stop a Recurring Payment screen You will be presented with the following options What would you like to do Stop the payment series immediately Stop the series after the next payment processes You can initiate your chosen action by selecting the Stop Payment button Recurring Payment Stopped Payments Transters F amp Calendar aioe Larp Trainer Lax Leg ck Pla zn Sd EST hal Ferial nrc umlisrau sd s np _ Stopa Recurring Payment Finished Pay Ta maur Protas Date JC Danny s Sacterdars Scout 100 BS ores a Your payment series hae bese sinoped Het Sr Scheer Papen After selecting the Stop Payment gt button you will be directed to this Finished screen PAYMENT HISTORY Payment History Page Payments Transfers Payoos Options Cabondar mi Li Renang Aarre P
36. Single Payment If you choose the Edit link beside a scheduled single payment you will be presented with this Edit a Single Payment screen You will be able to edit the following payment information Pay From account Amount Process Date The Pay To and Confirmation s are not able to be edited After making the appropriate and desired edits select Submit Changes Scheduled Payments Finished Editing a Single Payment Transfers Calendar n RE s hene eb hatepen e log oul Edita Single Payment Finighed Aa ion kens Coni rin E Ep areal tana e A Ratum io Scheed Panata All of the edits that you made will be displayed on the Finished screen Your single payment is still scheduled and will process on the day that you chose in the amount that you entered Editing a Recurring Payment lransiters Fapees Options Calendar c messages i Ivonne e atope e bog oun Vetoes Larry Trainar xa Login 3 PAE mm Wo Edit Py Ta Fay Frem Amount Het Procene Dats Adchhonal tari dt Penny s Cord a Condinmenesn 2 14 Jeni aoc aie on What would you like to do arm HMM Bip the gama schoculaz en 1912010 Deha DE EE ETT ba antc Change the payment scaeculed on arta 2010 z C iwaud ike it damje te enire series If you choose the Edit link beside a scheduled recurring payment you will be presented with this Edit a Recurring Payment scree
37. acy Finally you will be able to view an image of the gift check that you created and will be submitted on your behalf Select lt Submit Gift gt after completing your review Send a Gift Finished Payments Transfers Oates Calendar GC messages home eb chal open e hor out Send a Gift il Finished Protacs Daig Anditibna bams ST abi an ks Ta ed a p pa a Scheduled Paves Srhejue more Peymenie When you reach the Finished screen you will be presented with the Confirmation 7 Estimated Arrival Date and the GiftPay e Fee RECURRING PAYMENT Recurring Payment Schedule Hiescurriri Parent Pay a Bill v Fay a El Schedule E gvima Finished Car Payment Chose X Ama zu 3 xz IJ H WEDE SD Y Your bill pay account allows you to schedule recurring payments to payees that you have added to your account Follow these steps to schedule a recurring payment l 2 3 oe Select Recurring Payment under the Payments tab Select Pay a Bill or Pay a Person Select the payee of your choice PLEASE NOTE You may only schedule one recurring payment at a time unlike the Single Payments option where you can schedule payment to multiple payees simultaneously Select a Pay From account Enter a payment Amount Select a recurring payment Frequency Determine if you want your recurring payment to be Pay Before or Pa
38. at you created You will also be able to create a Payee Nickname for this payee select the Default Pay From Account and select a Category PLUS only for this payee After entering this information and reviewing all entered information please select the Submit Person button Add a Payee Add a Person Request Activation Code Pag pr PE Transfers Calendar Ve ie euo pil eo i ii i i l Last bagacicii Pi an aod EBT massaga Ramir AB chat open XL El ELT UT 3 T ub S o Adda Parson Finished Billy Smith Your new payee i ready for activation Paves Stabs Ae r5 Actreabon e Fo seruihgiupreespleskeneuss as Scr Cade Ta we Pre paca Deore sanding payments By Crckieg Acta Sapat VOR pou Emai Adres Bm aerial Caer wall fae 3 ked Semple hie Volerwiag weren he edm esito 1 Zac delve meted iit Achaia Case Pirra Murai i224 827 27 T4 2 Enter the Acteatien Case upzn receipt Popea Cera He Carbini fice the Scher Coda hee been sobred pour popes val be frog ip process Datsun Py Eran Binay Cheats Your Email amp derass d amp mparroungig a m telis com Acro ate Payee riva vhs woed yos abe da do nac Schede Foye rd ic ihn pner Evia bad Fron DITE Hu To begin the activation process you will first need to request and submit an accurate Activation Code Please select the Activate Payee Now button to begin this process Add a Payee Add A Person Request Activation Payments Transfers Th Options
39. chedule Fin a Fern Ar m C dace B Lec Pet Tatsi Fuadgs F Senda tensor Bend a Cl TIE I VAT 246 Foundanon ia 1 m pg f f 255 F un dabo ferar Checking zi imianean lal PP errs XR mz amp uim C Fesd The Cho ren 2 Tell us about your donation Service Fer r Hug Cini Talal drugari 9 Pree eee ame sies ES 11 EL Hin Me CTE ET d EIE E CE PSOE nnd od jour nen x somane Paid peu Lies Ee crease o parsanalised apad ho samora rmm nod fam al jour denaban guid ppu Fea For peur denalianita a sei in racognition OF oer If you select the Send a Donation option you will be presented with a screen like the one displayed above Follow these steps to schedule your donation 1 Select Charity from the list provided Select a Pay From account Enter your donation amount Note the 1 99 Service Fee that will be assessed for all charitable donations Select a Process Date Determine if you want the charity to mail an acknowledgement of your donation to someone Determine if you want to create a personalized email to notify others of your donation Determine if you want your donation to be sent in recognition of someone 9 After entering all of this information select lt Next gt PX OS DAS Send a Donation Personalize If you chose to send a personalized email you will next be directed to this screen Complete Send a Donation Cohedula Jersonalize Add personal xiuchies a your erai mODTicaciod Taena
40. cond Day Economy will appear on the payment process date Select the I Agree checkbox after agreeing to the Fee Debit Authorization Finally select the Submit Delivery button to complete the rush payment scheduling process Add a Payee Add a Bill Payments Transfers Options Calendar c mea ay n C Firei amp eee Gi hsoa You can add your payees to your bill pay account by accessing the Payees tab When selecting this tab select Add a Payee After making this selection you will be presented with the image displayed above The PLUS product allows you to choose between four different payee types 1 Adda Bill 2 Adda Person 3 Adda Charity 4 Adda Gift Recipient When you choose the Add a Bill selection you will be presented with 3 payee types to choose from 1 Company ex Credit Card utilities cable etc 2 Individual ex Landlord daycare etc 3 Bank or Credit Union ex Loans You will see the Add a Bill Company option discussed on the next several pages Add a Payee Add a Bill Company Papmerts Trangfers Options Calendar c Te sage hema e open Gia togou cun Folge Heme When selecting the Add a Bill Company option you will be directed to a screen similar to the image depicted above On this Add screen you must enter the following information related to your payee Payee Name Formal nam
41. d transfers that you assigned to this category will be displayed PAY FROM ACCOUNTS Pay From Accounts Payments Transferts Payees Options Calendar no Web Demo ppb Rrrznier aani hoder Tour mad jera aT hp ele Fay Pee ee ee wil eee pap ee ee eg pour eee ee hean bbp ppition jo pasa Bog ee ee ee y ALE ng A Page Ot Ep Carag b V ase Pp BID dat Ag DTub ep OM IRd Pay From Accounts Because you are using the PLUS bill pay product you have the ability to add multiple pay from accounts to your bill pay site You can add and access these accounts by selecting the Pay from Accounts link under the Options tab After making this selection you will be directed to a screen similar to the image displayed above From this screen you have two options l View Accounts 2 Add Account PLEASE NOTE Your Default Pay from Account will automatically be chosen when you are scheduling your payments You may change this account at any time and you may change the pay from account for each payment you schedule Pay From Accounts Add Account Payment Transfers Aaecane Web err gid macorsdary actori helder 1 ES B ry err rn h HECH AN Bex Add Accagnt Account Hickram Sangui Humser Confinn Aari Number hocauat Type ILLI Add Payment Account Opies Calendar C em E tome nm nen 4 gie HTH bb CREDERE teen inven pow Ell p I fee unl Prud a Y S Tta BI wi ba pna Fre ipa vih gp ete Pearl ERU PS
42. dar Pe a YHD ORT DOL dea ed Me E Land Lgie 1 11 PM on MIINID EET QC messagaa T mm f charopen RE eoa mayrE4 d amm Add a Gift Recipient a Cana Ace B rere rere cu Ss cap bee par cece Pere 2 E ME eye Brian Rick Your 3 adl Ee seria 122 Bea Shoes Dabo Bine iE ME Seo Why wag psu Eke lp da nest C B or a daz m mcr rcrum zc Ela cavam id After submitting your gift recipient information you will be directed to a Finished screen similar to the image displayed above Your gift checks will be sent to the address displayed VIEW PAYEES View Payees Payments Transfers Payeer Options Calendar Aco a gt E III a paty helte Gii Cc messages C home f oper e togo is ia Pay To Pyta Type Addiers Law Servce Marma Aue Service Off 6 Depot Phone You will be able to view the payees you have added to your bill pay site To view your payees please complete the following steps l Select View Payees under the Payees tab 2 Determine the type of Payee search you want to conduct After completing these steps you will be able to view the list of payees that meet your search parameters On the View Payees screen you will be able to view the following payee information Pay To payee nickname will be listed here Payee Type Bills People Charities Gift Recipients Additional Items Account Category Last Paid Additionally you will be able to utilize the
43. dres C Horne Aan mE 3131 23 Primary damoaccounig ipammsbilbs com E work gl an fis T C B rpndur Molontie uae baton fla HE Terr lese C 27070883 gixinguarme com Request Cade Now You may choose to receive your Activation code by a phone call to your email address or by text message After selecting your preferred delivery method select the Request Code Now button Add a Payee Activate Payments Transefers Options Calendar core Vet Demo adi secondary accourtt hotder Activation Code Request Received Masis oc caw Prapat tiacgerwo Gar Dy ad g he Grae Deae Your achain Code sn ul are witfsh moments Please roman in Sascion while tha Acttirton Code is being sentito demosccpunQ parm pits om Click hera If you Ge not receive Code ar would ibo a naw on Harso wal Enter Actvatom Cade l After you select Request Code Now you will directed to the Activate screen displayed in the image above Please note the following Your activation code will be sent to you within a few moments Remain in your bill pay session until you enter the code if you leave your current bill pay session before entering the code you will have to request a new code be sent because the original code sent will be deactivated After receiving your code enter it in the space provided Enter Activation Code field Select the Submit button Add a Payee Finished Payments Transfers Payees Options
44. dress An email will be sent to the person you are adding as a payee This email will be authenticated by the person you are adding to complete the setup process After entering this information please select the Next button Add a Payee Add a Person Keyword l Payments Transfers Payees Options Calendar s Wet Deme goi RECOCHADI BLLUITI bot 3 gt hee s4aQges C hemo e open e los 0ut ud e a Add a Person Add Norwued Vere Las na lt Comm Mae prey wit uera Las Hans nesi Next enter a Keyword and confirm This keyword is simply a single word known only to you and your payee it can be anything you choose Please communicate this keyword to your payee preferably by a phone call prior to completing the setup process Your payee will be asked to enter this keyword during their email authentication process After entering the keyword please select the Next button Add a Payee Add a Person Review Payments Transfers Fayees Options Calendar emo pd peor apo barder i C messages A homa eb openi E lego Review Paga Billy Smith Email ddress amin gm om Fajee Stalag Regies amp ctiianon Fayee Hickname e tee e Fhens liam bee PP Pe Pape Calpgorg E m id Li Del P3 FrEm amp remura Pemarp CERE Keyes Veer Lie aw enall addiecss When directed to this Review screen you will be able to view the payee name email address and phone number as well as the Keyword th
45. e displayed Post It Note will appear on your bill pay home page Clicking the note will take you to detailed information regarding this returned payment Click here to Activate Payees When a new payee that you add to your bill pay account requires the completion of an Activation Code the displayed Post It Note will appear on your bill pay home page Clicking the note will take you to a page where your Activation Code may be requested and submitted You have a new Message This Post It Note appears when you have a new Secure Message sent to your bill pay account The secure messaging center allows you to communicate sensitive bill pay information and receive important communications from your Financial Institution support team SINGLE PAYMENT Single Payment Pay a Bill Schedule a Payment C PajnPorson C Transfer Funds Sand a Dongen aid a Paves E Americas Epcos a E ca Lean P ceni cas F cas Gare Lawn Ser ce Transfers Payoes Options Calendar messages C home cen Los cual C C e e GL See a WI bDED DANH start Bott up pour PRT schedubng e car pre Iasc voar iilis based or your parmest neon Pay Te Pay Frem Paral ima an bzpresass aan Primary Checking s 0 rea 0 E hE jiii Primary Chacking A feo 7H Your bill pay account allows you to schedule single payments to payees that you have added to your account F
46. e from remittance slip bill Account Number your account number with this payee Confirm Account Number Phone Number this is the payee s phone number from remittance slip bill Payee Zip Code Account Holder Name this will be defaulted to the primary subscriber s name but can be changed to reflect the actual name of the person attached to this bill After entering this information select the Next button Add a Payee Company Review Payments Transfert ave need more information about your payee k Payee Name HOLIN RURAL ELEC TRIS COOPERATIVE CORPORATION h LM Ana ELEC EX i fe After submitting your payee information you will be directed to the Review screen similar to the image depicted above From this screen be sure to identify that this is indeed the payee that you intend to pay from this bill pay site Additionally you may add the following information from this review screen Payee Nickname this will be defaulted to the formal payee name that you entered but it can be changed to a name that would enable you to easily identify this payee Payee Category PLUS product only Default Pay From Account if you have added multiple pay from accounts select the appropriate account to pay this bill After entering this information and confirming this is the correct payee select the Submit Payee button Add a Payee Company Finished Payments Transfere Payegs Options Calendar
47. eee hie Darma aod ananda Boer holder Lsgn 1 22 Pl co RAO EE c measagen i haan e chal ops Fa toaou rimal ap caccithiMr pTu me di TIENS Finished HOLIN EUERAL ELECTRIC cCOOPERATIYE CORPORATION Togr aww payee has besa addet andyou mag sheds f l ja ina E oL ela rn Huth 147025 m Aimee skya 3 maramum c 4 fae eee Bees Papas Caager Ha C eee payment ic machinis gases Default Pas from Primary Checking Arr Hiker Waris Tien Desire Vh at weld munte fa do nest After adding and reviewing your payee information you will be directed to this Finished screen You may schedule your first payment to this newly added payee This Finished page will also inform you how long you should allow for payments to reach this payee and whether the payment will be sent electronically or by check Add a Payee Add a Bill Individual Challenge Phrase Payments Transfers Payees Add se be n cunc Of presvstion Options Calendar C m C hume e hal outta onn Pasos athe your Cudtenoe Riaponse to opm you 531 Der ecd senoos m highly Secure ie T ass vou lo answer nene mabe ge pisaa por 1e Moha ihe wees were bem tansacs ons MICK ASS as means Dw rode pou wt the fughe st de pae of sere ecrT Naud patec on ait hive Is worth pound of ev utm When you select the Add a Bill Individual option you will first be posed with one of your Challenge questions that you selected during t
48. enter the following information Charity Name Charity Address City State Zip Code After entering this information please select the Next button Add a Payee Add a Charity Review F1ymentr Transfers Options Lalendar V sicorsa feb Derrer mri perpnIacy RECEDIT izke messages 6G home et chat open LX loro Lust Legit PL Es SGN EET Review Charity Hare Veterans of america Tour donation wil bs meri fo 123 Sea Shore Crha Tampa FL 253 Submit Charite On this Review screen you will be able to view the Charity Name that you entered and the address that donations will be sent to If this information is correct please select the Submit Charity button Add a Payee Add a Charity Finished Payments Transfers Payees Ontions Calendar Cc messages E home e chart open e Ig out E ie me mt ts ta Veterans of Amenta 122 Sea Gore Orie wil bos T Z Donation vil 36 senio ampa FL 2436 Whal wahi god eg Ba deret Schedule a donation 1o this charity Exiis cati After submitting your charity information you will be directed to a Finished screen similar to the image displayed above Your charitable donations will be sent by check to the address displayed Gift Recipient Add a Gift Payments Transfers mcm V ab Dare Arx Ge a ol oc mEBGE mm r in pi Legace dd PU op 628 Lud za C idj a Bii E Add a Parean E Ad a Charit 6 Add a cH Reacigiont
49. es page you will be directed to a screen similar to the image displayed above If you have payments scheduled to this payee they will be displayed on this screen Any scheduled payments will be automatically stopped when you delete the payee Please select the Delete Payee button to initiate the action View Payees Finished Deleting a Payee Payments Transfers Calendar C messages C home eb chetsoen e leggi Tres pages Ag HE az oe iara Aumourt FEracoas Gata ti nno S010 PIM 0D aero Refum fa Wey Papees After selecting the Delete Payee button you will be directed to this Finished screen You will see the payee that you deleted along with any payments to this deleted payee that were automatically stopped CATEGORIES Categories Fagments Transfers Payet Options Calendar Cc FUB ERA ER C hama eb hat open e 1o uut ape y Hil A Caeni in Calepon dain Expen san 7 Condi Cards C Das Cay Maara halt Sei Liwi Sens e Thren Ts oe Bisen mew Coy E Se ea n Suit ors Ctr al Fury st College 5 ree Dfii Tarakr Asagn ou Egon Renrermeer Traseder Baisi rere Cary E Tirai manai 7 m rea DRET Supr Changes By using the Categories feature you will be able to create as many Transfer Categories as you wish After creating the categories you may place your transfer accounts into the appropriate transfer category that
50. fter inputting your address please select Verify Address Verify Rush Address Close X Standard Delivery RUSH Delivery Please Note Rush delwery fess cannot be refunded F you provide an invalid or incorreci rush address Payee Information Name American Express Talephane 234 325 3252 Rush Payment Fee 14 95 New Delivery Date anTi2009 Your payments will he seni io 101 Testing Avenue Los Angeles G 15378 Fee Debit Authorization We agree to deliver your payment to the payee on the business day iollowing the current procese day The posting of your payment wil be dependent on tha payee amp processing procedures By completing ihis exped ted pay rent equest ya u are also a J reeing to accept The Tee associated wih rhe service Tis tee wil be separate from the expedited transaction and wil be charged directly to your current bill pay account Agree Cancel Back submit Delivery The final step of scheduling your rush payment involves agreeing to the Fee Debit Authorization This authorization states that you accept the rush payment fee that will be assessed for delivering this payment 14 95 9 95 or 4 95 The authorization also states that 2 separate debits will appear on your pay from account l Rush Payment Fee will appear on the process date 2 Payment Amount for Next Business Day and Second Day Standard will appear when the payee cashes the check payment amount for Se
51. he enrollment process You are posed with a question here as an extra layer of security Enter your Challenge Response and select the Submit button Add a Payee Add a Bill Individual Add Parments Transfers Payers Options Calendar Valera liai Dh rr so mrs n nihnimar tme a iconii hoida Co messages E koene e conan E osou add e Tell us abeu your payee Fire Hara arar Lass Hara Bites MENIMME Pro mecs Ungerer Bet m Hu mice EHIH Hh i Wy oe ee ka rara ed is sbr iiitr 1 a mma Creig After answering your challenge question successfully you will be directed to this Add screen Since you are adding an Individual as a payee you will need to add the following payee information on this screen First Name of the individual payee Last Name of the individual payee Nickname a name that you can easily recognize Phone Number this is the individual s phone number not yours How would you like this payment to be sent Electronic OR Check If you select Electronic you must enter the account and routing number information for the individual If you select Check a mailing address must be entered Account Type Checking or Savings Payee Category PLUS only Default Pay From Account After entering all of this information select the Next button Add a Payee Add a Bill Individual Finished Payme
52. ill see a screen similar to the image displayed above You will be able to view your bill pay activity payments amp reminders from past dates and for future dates Any date that has a dollar amount or Reminder listed means there was scheduled bill pay activity on this date You may view any date on the calendar by simply clicking your cursor on the date in question PLEASE NOTE Payment processing dates ONLY are presented on this calendar Weekends are holidays are excluded since payments are not processed on these dates View Calendar Past Scheduled Payments Payments Transfers Payees Options c aaa laced ce horma e hast emn ex icon Wednesday March 17 2010 Paid From Hobby Account 1753 Paid To Amauri Frequency Ad rianal Goris ict n 61208 DJ Ora Tama Centrreaben amp March 2960 Datel k We Th 1 41 200 D 1 200 DG Se pnis nl rbd i5 lm la kil Transferred From Primary Checking 465 Transferad To Amauri Adirbonal Hows Christmas Account Wanna s Sanc po Cair matan E zatmh Ide BL bs Al Booger SO Sind pirrer rol iedaded a Falen fo Calera When you select a dollar amount reminder listed on a past date you will be directed to a screen similar to the image displayed above Payment Transfer Reminder information displayed on past dates is for payments transfers already processed and reminders already sent therefore you will have access to view the payment s transfer s
53. ing the recurring payment you will be issued a Confirmation on the Finished screen that is displayed above SCHEDULED PAYMENTS Scheduled Payments Page Payees Options Calendar rb H A gph j i h e Pay From Primary Chaclang i575 Poy Ta AP ouam Adinnal Hama American aor Load 51 00 i gibt Toni E amp ui Total 11 508 80 Pay From Secondary Checking 7B01 Pay Ta Ajina hens Fi Glin Fit NE Chi Tonina f a Le 2 Reqd Cross bur uan Chae Bui Total You will be able to search for your scheduled payments in your bill pay product A Scheduled Payments search allows you to search for edit or stop payments that have been scheduled but have not yet been processed Follow these steps to initiate a scheduled payment search l Select Scheduled Payments under the Payments tab 2 Enter your search and display parameters 3 Select View After successfully conducting your scheduled payment search you will be presented with a screen similar to the one displayed above On this screen you will be able to view the following information Pay To Payees nickname that you assigned will be displayed Amount Process Date Additional Items Confirmation Frequency Estimated Arrival Date Edit Stop Payment Amount Sub Total from each Pay From Account Total from ALL Pay From Accounts Scheduled Payments Edit a Single Payment Payments VELE C ere E nome CR enn E tone Edt a
54. ir company Sle E Ha rampe Pug ETE igne Doe did ars atteras corr FRE at Mog py Temm pron HRS Wt 6 Iba acchyrm pe rM vong da1 prp ri ee vas may pot pes ad ot fees pal Pending M Ta submit this mweri gota Age 7 When you answer No to the question Is this account at you will see the following statement appear on your Add screen To submit this request go to Add Transfer Account Making a payment to an external financial institution is handled through the Transfers process in your bill pay site Add a Payee Add a Person Add Payments Transfers Options Calendar ioe Piet Tei od aod econ holder at Dair 1 1 Pace QMS EST TG Send eS Eurum e chal qeu Fa oaoa C Aco BE F Ard 3 Parson Ania Chan T ag a GmReapani For txcurits Durkosos wo will supple ou with unique Actrestion Conde ic very this pages Puy Heap anre pare Samy stia aram pMn pru may pde ner Fares Fired dares p maid zT m Fay giharra TETE epus payee wd be Paya Lasiamg R2l1 amp lGn PASI CL A gy Payee Phone Kymi pet Sarat Met COTOEEO TE rezsleTR EO Tas 328 y mer will be SPS Coed 35 MH bira Daran ds Parse imail idre pg an Tic adl De ee i pe Fr Des iea Ciri Payee rra a rer You will be able to Add a Person in your bill pay site On the Add screen please enter the following information Payee First Name Payee Last Name Payee Phone Number Payee Email Address Confirm Payee Email Ad
55. irmation amp i IEEE an ADR Dal iry Corral Cer Loan Frimary Checking aqZ2010 Confirmation amp c MENU Ta adi a payment pa In Scheele Fyens Ta monitor jaur account achi sebup an s Hollicalion After submitting the payments you will be issued Confirmation s for each scheduled payment on the Finished screen that is displayed above Pay a Person Schedule Payments Transfers Payees Optiens Calendar Cc THREE B E home nm nt open XLI Su babes Pipi B ud E PayaPerson m E Transiter Fureds C Send a Donation C gond a Gi Check Schedule short Spesd up yaur paren sch dulire ds can nredoad PU Di based an sour pariant histo Taio fhoz tru robes dp Lay Pay Ta Pay Fram Amiri Picea Dal Robert Heid Sioa E Erg Primary Checking z s 100 00 50122018 TH Mp rs Hin Neves Be Robgri kal ond Suzy atop amt a pues rom iia iat men Select again te ramos ii Your bill pay account allows you to schedule a single payment via the Pay a Person option displayed above Follow these steps to initiate the scheduling process for Pay a Person l Select Single Payment under the Payments Tab 2 Select Pay a Person 3 Select the person or persons that you would like to pay select as many people as you want they will all appear on the screen so you can schedule your payments in just seconds 4 Select a Pay From account This is the account that will be used to make your payme
56. k like is displayed in the image above You will need to choose a Pay From account then enter a payment amount and select a process date to each payee as is presented or you can remove payees as you wish The remainder of the scheduling process works just as was described earlier in this manual Popular Payees gt OLcresd Mp222006 m 1 Read Vicana 1 Tota Messeges Chanmas Account yati Accoare Morar Mares Or Actes SS fres o we Neeson Ret Crosa Reb ement 1373 59 oboe 2 575 50 m Calendar CERT P A faster way to pay shortcut award pais taces oc om un pw tees om T4 Caec ST your L0 eni gt Payee Preload We me bel rm vtm o Pee c g a bat ot De nmas semir te tr rm 50 02 1520 09 390 00 wob Est 2i wry2010 Esp M23207P Ege wev201b E 3182010 Send Donatios f Fred Andrew Naton You will have access to the Popular Payees feature for the first 90 days after your bill pay enrollment is approved You may access this feature from your bill pay site homepage by selecting the Show popular payees link Popular Payees Listing Payee Ata I T LI EILIIT Opies Calendar ieee cn Gm E em Pm ee Lid L aad a EMI Add a Peon E bdd a TL ajg ac Acie ANS 0 Ce ee Bann wacii company fe ded pa ef eg ee FM yca pay rr or power H Ih yeu Der ary l En c ud pe a iirp BI CIR Rud Puede Dic SER CARH IST HIDE Pa paa RTT remm ri eee Tul 58 na cm ee alien Pes Fl
57. ll be rece ved by your payee PLEASE NOTE This is not a guaranteed arrival date and this date does not guarantee payment posting by your payee l Select your desired Process Date 2 Select Submit Single Payment Review Payments Transfers Options Calendai ae aa Eas c massage i hea na e chati LX log Gal LEN Lage z 5 rear Eria d P rim i ik h Review niche Pay Ta Fay Fram Li Picasa Dau Additional barra American Express Primary Checking 5100 Dd JT2201D Est Arial PIEMITA Donk DH iay Id ro LL LIT Car Loan Primary Checking Bio Dd PAZ Erimni After entering your single payment information you will be driven to the Review screen that is displayed above This screen will display the following information Pay To this is the payee listed by the nickname you gave it that will be paid Pay From the account from where the payment funds will be debited Amount Process Date Additional Items Estimated Arrival Date Delivery Method Comment You have the option to Remove a payment from this screen by selecting the applicable checkbox or you can select Submit Payments to continue the Single Payment Scheduling process Single Payment Finished Payments Tramalters Opliens Calendar hee Des i na i Lux Logrr i Pl on 3 cur mak 3ESUIBIZSCIEBLESYSL yt h Finished Fay To Pay From i Fracraza Daba Andiinal hems American Express Primary Checking an 10 Conf
58. me com 243592 Tress emaii GISAZAOCCA mit poems o LU of Gs pay TSR Y PIS you RATTO pe za 1 d Scere A Ust of all ccheduled payments and trancters A tsi of all payment and Ganmsior history How ofan eeuty Haw cfen J4a te on what 83 suneay on whal da t aego i Categeves VWwormaeme pure Csom Vou Curseal scheduled cotfcstions SO mE Of Henao seme A tint of all payee and tramfer account How otoi is 0s a gt When you select to view the Recurring Notifications you will see a screen similar to the one displayed in the image above These Recurring Notifications will be sent to you via email at the recurring frequency that you choose These notifications include the following A list of all scheduled payments and transfers A list of all payee and transfer accounts A list of all payment and transfer history After creating a frequency for your chosen recurring notifications please select the Submit button in each notification area e Notifications Reminders Add Schedule c Nottficatio Ea Log Cul Recurring ENS Emsi adis on Ae dmmoaccounidipametiis com Updgle Short test ades on Ve 27 D 300 egngsdnpulamme rom Update Reminders Vra cen schadgin pers lor marb Bern you reed bo ocho s pee hrarrdur beech cr panda dcnslizze of gA Reminder pilons Mig Fenn min C mils C Transfers C People Donations aims When you select to view the
59. mntown Kentuck 42701 When the system is unable to locate your payee you will be presented with the We need more information about your payee screen displayed above On this screen you should first enter the following Payee Nickname a name that will help you identify this payee Category PLUS product only Default pay from account the account that will be used to pay this payee Next you will be asked Where should we send the payment Please enter the following information Payee Address City After entering this information please select the Next button Add a Payee Add a Bill Yes Bank or CU Loan Finished Payments Transfers Calendar Hakara Web Darmo mdd xarcnehmry account helder Last Loge 5M pn BEI EST our Emal gemenn Add a Bill Finished Learning and Development Your new payee is ready for activation Lender Status Aqwaking Activation z F r security purposes plaaza request an acouing Humber W123 Actwaticn Code to veris ihe pass before sending pamens By clicking Achse Capes Account Typa Laan how vou will be askedto complete the following Payee Category Ho Category within tha same session Apr 7 Selec delven method tor amp cieatinn Code Default Pay From Primary Checkin 2 Entertne Adian Code upon mecpipt Wnatwould ou libe bo do nest Onca Tre Schieation Code has been submitted your paymaniz wil ba trag do process Pucemis Poses Nera Afte
60. n You will be able to edit the following payment information What would you like to do Skip the payment scheduled on skip one payment in the recurring series Change the payment scheduled on change one payment in the recurring series I would like to change the entire series edit all payments in the recurring series Finished Editing a Recurring Payment Payments Trarefers Wetec Lanny Teer i Lagi L ge 1 PY en DOT EET Calendar oer Erai urs nei ii nre Edit a Recurring Payment Finished Pay Fam Amount Frais Date Aditia Him Ee rentur Awani tibb at 5 1 age Cairan amp Eu de iua TOUT panas on YHES 10 will bs s kippad Rebum Fo Scheuer Payments All of the edits that you made will be displayed on the Finished screen Your recurring payment series is scheduled as you indicated and will process on the dates you selected in the amount you entered Scheduled Payments Stop a Single Payment Calendar Cc messages E heme e e t open E oaoa Payments If you choose the Stop link beside a scheduled single payment you will be presented with this Stop a Single Payment screen You will be able to stop the scheduled payment by selecting the lt Stop Payment gt button Scheduled Payments Stop a Single Payment Finished Chipeta ict Calendar Payments Transfers Bikor Fick Demo aid mecondary gecogni hpirer Cc messages E Bpan chatopen e ing Lum Log 4 04 PM ES
61. new message in my message center A transfer account is approved A pay from account is approved A transaction exceeds a specified amount All of these event notifications may be sent by Email Short Text Both Each of these event notifications can simply be turned On and Off e Notifications Log Out Schedule e Notifications Reminders Emal sores on fie demasrcauntgpipaermebilis com Liye Short fect adzrass on fe ZTCODDESB Ed ci aulamre com Udag i i tup amd ociamc Hil pep eee ee ee ee ee gums ot pe el pey ete u ons Sond a list of my Scr duld transactions Added pares Added tranefer accounts Qeisted perm rn Deleted transter scrpunts Shipped ard stopped bansacthins When you select to view the Log Out notifications you will see a screen similar to the image displayed above Log Out notifications will be sent to you at the end of each bill pay session after you log out and will be sent in the form of a customized email summary You may select to receive a list of Scheduled Transactions Added payees Added transfer accounts Deleted payees Deleted transfer accounts Skipped and stopped transactions Each of these Log Out notifications can simply be turned On and Off After making your selections please select the Submit button e Notifications Recurring Ema sooress o3 Ve demcaccoun m pam tims corr 15038 S107 Mat 3Gd7o55 25 Ne 27030050858 Gngula
62. nt Enter your single payment amount 6 Select your preferred Process Date by utilizing the Process Date Calendar this process was discussed in detail earlier in this manual 7 Select lt Next gt en Pay a Person Review Payments Transfers Calendar ee EN ee erra i ir bi bite iiir Lent Loge 4 57 PM oe WHO EST C et 5 nage 5 home et chat open Fi oot Dur rab Henar RATRE l Review Pay From Parii ni Process Data Additional barra Rama Primary Chachra 100 0D 315201 Ex Arica brani C Liy After entering your Pay a Person information you will be driven to the Review screen that is displayed above This screen will display the following information Pay To this is the payee listed by the nickname you gave it that will be paid Pay From the account where the payment money will be pulled from Amount Process Date Additional Items Estimated Arrival Date Memo You have the option to Remove a payment from this screen by selecting the applicable checkbox or you can select lt Submit Payments gt to continue the Pay a Person Scheduling process Pay a Person Finished Payments Transters Payees Optians Calendar Linea ee oed Gen ene 20d eondgsn poco a noire 1 Ikr4o47 D am CIC EZ C messages E Pire e ehatonan e log out Lani Lexgirr d GETI Finished Pay To Pay From Amauri Process Dae Adddional berms hu diisenul Lir Robert Maton Friman checking
63. nts Transfers Payees Property Management Rent Paves Statues mma Activation Payee Adress 123 SEA SHORE ORME ELIZABETHIGA amp Y 42701 Pays Ceg Loita Dalaurt Fay Fran Firar Cheng Wha would sou like Ip d nat ae eed P yrmerd eS es eres Ed p rs BAL bm pub ueebRanderE mE Options Calendar C Paid E Apes C hene e hat open i TT Finighaed Your new payee i amp ready for activation Fo zzcuriy purpassz plazzg ent an Shao ode ip verf dhis payee before seredimg psesrsenis B een Ache Pape lvo y wil Ds am bd l5 Complele fis Slowing within Pa sare seron 1 See geimy memes KE Beer Code z Ene Tit Advan Cade upon neces Once te Adian Cade Fas been suamh spur Biyan dll ba ees ln preces Series aa Payan lira After entering your Individual payee information and selecting Next you will be direct to the Finished screen similar to the image displayed above Your individual payee will now be Awaiting Activation You may initiate the activation process from this screen or you can complete the activation at a later time from your Home Page or View Payees page If you choose the Activate Payee Now button you will be directed to the next several screens Add a Payee Activation Code Request Activation Code Delivery Method Required ee i Request Activation Code Powe enaki you liba tz remira the Acihatiz Come for Procerty kamoagerrent Pari Fisase caje a pretemed delivery method Prom Call Email Ad
64. ollow these steps to initiate the scheduling process for Pay a Bill 1 2 3 Select Single Payment under the Payments Tab Select Pay a Bill Select the payee or payees that you would like to pay select as many payees as you want they will all appear on the screen so you can schedule your payments in just seconds payment Select a Pay From account This is the account that will be used to make your Enter your single payment amount Select your preferred Process Date by utilizing the Process Date Calendar discussed in detail on the next page of this manual Single Payment Schedule a Payment Process Date t Pasa Oe Schedule l sod Speed up your yment scheduling ied pap bua on you parari dons Ded he kisis Oe short Pay To Pay From Amount Process Dato Standord Delivery Delivery Bi Is mas 210 o Estimated Arriva ve Su Mo Tu We Th Fr Sa Su Mo Tu We TR amp Sa Eccl ET 10 dota 32 13 44 MONDAY 23 2 i NE asd dehe J belowe 04 26 10 7 put Armusl ic the exterurted daio tre t lened memos tre AUSH Paymesc seyTert Bang The Process Date Calendar displayed above allows the subscriber to select the date they want their payment s to be processed The bill pay system will generate an Estimated Arrival Date after you select your process date This Estimated Arrival Date is the approximate date that your payment wi
65. r submitting the mailing address from the previous screen you will be directed to the Finished screen Your payee is now in Awaiting Activation status please select the Activate Payee Now button to initiate the activation code process After you complete the activation code process your payee will be Active and able to have payments sent to it Add a Payee Add a Bill No Bank or CU M IILnr Options QC enm nme nn en Papments Ls DEM eri Payees Ferd a Pry ddd a Permen aa a Chany Ard a Git FREcipiend k rus account at Learning and Development 4S Teor fr H CM yog cube phone 49 Bhs piriy Ei AS rry E S EE compare uad What is ite accouni teat Begi Accaum Type m Eu When answering No you will be prompted to select an account type choose from the following Loan Credit Card Checking Savings Add a Payee Add a Bill No Bank or CU Credit Card Transfers ETT Poner f sin a Bil aaa a Puro ada a Chelly add a Gat Eerpsrt ADD plat Sie SS BI ESE Soe A Andi am ol Pee Oe far WD Op Py Or dem ee Til yb i Gy TRA BEES d Fer 28 piy All C5 ED ead Be fe her bhad may Fel pda mrmi con Leet ES aci Fares harme arr Humber Conlin amp cceuni Himn beer Fhiona Hamibar Pape Pp Cds Arrmurnt Hnkjlar Horne Espaces RERA EH If you select Credit Card from the Account Type drop down men
66. reen you will be presented with your donation Confirmation 77 Estimated Arrival Date and the GiftPay e Fee Send a Gift Transfers Payees Options Calendar wicors Web Demo gi aecormiary acconti Igi dar j pr 82 mae X300 P EZ7 messages home J chatapen Et togou nat Looe r Erata 1 m SP s o OTID finge Payment T i Pa amp Pa a BII roa rea imaginethe Send a Geneon possibilities Send a Gn Ched through Gift Pay e Hanoy Bith yy Best Aures Congrats woes Bo Freed If you re the pit giving type and you want so make caer for yon and special for tham this Am Because i ature sweeps up Mrihdeys new tabe weddings Liwa specu reorverts groduestion anieame raras grad report cand house steott Qf Crews are aer chen Tere 1 ge lost in fee sta th warming or Het Decane Me gg ones eve a ye st ente G gn vta B The G kg rece urx3e frcag Ald Recipsin EPa vero ift Pay feature will allow you to send gift checks to whomever you choose Select Send a Gift Check under the Single Payment menu Choose from the following two options Send a Add Recipient choose this option if you need to add a recipient Send a Gift choose this option if the person you want to send a gift check to is already added to your bill pay account Gift Schedule Tranefere Payees Optiens Calendar c DEIITE LIT C home e hatopen E lag oui
67. tering your reminder information you will be directed to this Finished screen You may review the reminder information that you entered PLEASE NOTE Bill pay reminders may be downloaded to your Microsoft Outlook Calendar Simply select the My Microsoft Outlook Calendar link to initiate the download If you delete your bill pay reminder in your bill pay account you will have to manually remove the reminder that was downloaded to your Outlook calendar e Notifications Reminders View SeheduleeMotifications JVJquQudQgalb Emal addes on Ne damoaccounba paymytilts com Ledai Eno hat acs on Ve 27 D O59 d E f Ci recu Lares corn Li petas Tea Con arbheelabe nesurehRra Pos sdel ere yei seb DE ee A pabati oer ha ia Oe kti dee or Qh When you choose to View Reminders you may choose from the following options Bills Transfers People Donations Gifts By selecting any of these 5 categories you will be able to view the reminders that you have created for each category e Notifications Reminders Bills Schedule e Hotifications Ean i Lyg dul Foercuri n g Ema addegas on fe demoaceauntgpavmybilia com Liga Short teat address on Ne 27 20D 537 gi cingula com Update Renner Ya cee pehipi rris g for qach re poe seed je perbadi p pee baralar funds pr parei p ronabon pr pe Reminder Options Bilis Viaw Reminders Pay To Additional lems z Car Loan Bills Revier Date 4t bati sion C Transfers Frese Dy
68. u you will be directed to the Add screen You should enter the following information on this screen Payee Name from the bill remittance slip Account Number your account number with the payee Confirm Account Number Phone Number payee s phone number Payee Zip Code Account Holder Name the name of the person attached to this bill After entering this information select the Next button Add a Payee Add a Bill No Bank or CU Credit Card Gwe need more information about your payee The did noi Find your payee in nur database Flame Who do you want to pay mecedda um wi iha mddricra iricnruntion requesied rd Jil be ora click raw fram gznaciuling a Payag Mame Us Bank VISA Payee Nickname US Bank VES Scoount Hurn Er 123455T39122456T Phone Humbe 224 244 0587 Frimary Checking 4ocount Holder Hame Web Demo Where should we send the payment Fana Address 147 Hain Simt cy Eizapstiris vn Foe bucky 42701 When the system is unable to locate your payee you will be presented with the We need more information about your payee screen displayed above On this screen you should first enter the following Payee Nickname a name that will help you identify this payee Category PLUS product only Default pay from account the account that will be used to pay this payee Next you will be asked Where should we send the payment Please enter the following information
69. ure calendar date you will be presented with a screen similar to the image displayed above Your selected date will be displayed and you will be able to choose from the following options would like to schedule a payment would like to schedule a transfer would like to send a gift check would like to send a donation would like to schedule a reminder After making your choice please select the Next button Each of these available options Were discussed earlier in this manual REMINDERS Reminders Trane Ter a Optiand Calendar Emu acra oo uw Eero Es pp lle com pe Ce T ree oec fa 2703005 D3 Sa diruta cam Lig dz Reminders am cimi Acne Dems bs be ve poe reed bo chez a poptai Kaahe Rasa Ci perd ocho ci gi You will have the ability to view and add reminders by selecting the Reminders link under the Calendar tab When you select this link you will be directed to a screen that is similar to the image displayed above Viewing and adding reminders was discussed earlier in this manual Short Cut Link Payments wcwve Wan Dame MEAS ER RC wc ogr TE g A re T r T Ol co EAD Oe Te EE y Tha etry March 1A 7010 newmessages O Lrrrest Mr2 3025 gt Esad Waiari 1 Toux Mesteges attentionrequired Options QC mL home 10 shortcut Calender heat open e logat A faster way to pay Scees Le pou oy mem satel ty re a pe leo ew tdl Ceaec 27 you Seyret wer 28 eel Payee
70. y After if the payment falls on a weekend or holiday which are non processing days Select the first process date Determine if the payment series will end If the series will end enter an ending date or the number of payments to process before ending the series 10 Select Next Recurring Payment Review Transfers Ontians Calendar CC messanes E hore CD chotonen Gy tomo Review Pan T Day Fron Fie Precise amp orta Ashia kam Amepiic ad Fay gsm Raman One ching ascii Er krial eer Tue eI Ted Td Fez z After entering your recurring payment information you will be driven to the Review screen that is displayed above This screen will display the following information Pay To this is the payee listed by the nickname you gave it that will be paid Pay From the account where the payment money will be debited from Amount First Process Date Additional Items Estimated Arrival Date Series End Frequency If this information is correct select Submit Payment to continue the recurring payment process Recurring Payment Finished Transfers ALIIS Options Calendar D m E homa B chatopen Gy iogan wy Prim Eun Were FEJUK iis Finished Far Fem Anum Fiai Piscean Daia Additional Kams Amarican Ermers Primacy Checking 5103 30 452080 Confirmadon i Er aval fame Pas Erpa Dba b dr Fei t ges To edil payak qa te Boheduled Payments Lch another Papen After submitt
71. zue celieeny oT pour charrable dorapon message plesse maxe Soe email addresses sre valid Recipient Information Rierimend Email Addiesa Fun sgrcixm ex Te Dor gmim Gonfima Reoquent Ernail Address Far arslan ac Ari zen Email Options Deo you want to disclose the amount in the email Would you Eke m receive Cory of ihis email Emal address on fiie demoaccountilipeymybils can Update Would you GRE more Dan ove say ro eceve a coy of The ennai up bo 5 email amp glast an image to display in tha email Libes tf Hands with Flowecs C Roses T American Heart Association I Candie roate a Massage Opening Wescage E x Dam Kir Mecesge Diii T ex Saoesen Choose a prepared message or write your own personal note P3 n yoor ime of sadness eur haartfak thoughts of sympathy are with you Oi May you find sireagth in the lave of family aad fiends O Althoagh 2o mods can taie away your sorrow please know that we care and are bere for you if youneed us Custom Mazzage these steps to personalize your emails l SS tS DS Enter Recipient Name and Recipient Email Address Determine if you want to disclose donation amount in the email Determine if you want to receive a copy of this personalized email Determine if you want more than one person to receive this email up to 5 people Select an image to display in the email images vary Create your emails Opening Message Create

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