Create/Edit Master Recipient

Official name of the recipient

Identifies the type of ID being used for the recipient

The types are as follows:

• Account Number
• CHIPS Universal ID
• CLABE
• IBAN

A numerical identifier for the recipient

The ID can, but is not required to be, the recipient's Social Security number or tax ID number.

The recipient's street or mailing address

The first line is typically the street number and name, or may be a post office box number.

The bank for the recipient account

Specify the bank holding the account in either of these ways:

• Select from list – Select the bank from the Preferred Bank list or Full Bank list.
• Enter bank information – Enter bank information manually, even for a bank on a list, by completing one or more of the following fields:

Save to master recipient list – Select this check box to save the ordering customer for future use with new payments.

Add recipient contact information – Select this check box to display additional fields that define the recipient's contact preferences, including mailing address, phone number, and email address.