Recipient Information

The Recipient Information overlay displays imported recipient information. This overlay appears when you select Continue on the expanded Import Recipient overlay.

Recipient ID

An alphanumeric identifier for the recipient that can be, but is not required to be, the recipient's Social Security number or Tax Identification Number

Note: For tax payments, the Recipient ID must be the Tax ID.

Recipient Name

The name of the payment recipient

Account Type

The account type from the list, for example Checking, Savings, or Loan

Bank ID

The bank routing number of the account

Account Number

The number of the recipient's account

Recipient Amount

The amount of the payment to the recipient

Workflow

Click the check box to save the imported recipients to the master list.

To add the recipients to the recipient's area of the create payment page, click Import.