Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information

Size: px
Start display at page:

Download "Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information"

Transcription

1 Manual Contents Registration Process Logging In Making a Donation Donation History Account Information

2

3 This is the first screen you will see as a new user, and for future logins. First time users must select Register Here to begin the registration process. Returning users will enter their Username and Password and then select Login. Note: If the church has a link posted on its website, you may access via that link.

4 Registration Step 1 Account Information From this screen you will enter your Account Information. Fill in Create New User Name, Password, Retype Password, First Name, Last Name, and Envelope Number (if applicable). Note: The Username and Password are case and space sensitive. The Primary , Alternate , and Phone Number fields are optional. Donation confirmations will be sent to these addresses if filled in. Click Continue.

5 Registration Step 2 Confirmation Once you have read and agreed to the Terms of Service and the Privacy Policy, you can check the box under Confirm and select Continue. Note: This information is made available at all times on the website.

6 Registration Step 3 Registration Complete Once you have successfully completed the registration process the following screen will be displayed. From this screen select Go to Login, which will return you to the Login screen.

7 Logging In Once you are at the Login screen, enter the Username and Password that you have created and select Login.

8 Logging In The following page is an example of the Main Menu that you will see after logging in.

9 Adding Payment Information You must add payment information before you are able to make a donation. By selecting the Account Information tab, you will be able to add and edit payment information. Once you have selected Account Information, you will see Payment Information toward the bottom of the screen. If you have not added any payment information, this is what will be displayed after you select Edit Payment Information.

10 Adding Payment Information Once you have selected whether you would like to set up donations using a Checking or Credit Card account, select Continue and the following screen will be displayed. If you have selected a Checking account, you will need to enter the Routing Number and Account Number, and then retype the account number for verification purposes.

11 Adding Account Information If you have selected to make payments from a Credit Card, the following screen will be displayed. From here you will enter the Credit Card Number and Expiration Date. The Name on Credit Card, Billing Address, and Billing Zip Code are all optional fields.

12 Adding Account Information After entering the New Account Information for a Credit Card or a Checking Account, select Continue and the following screen will be displayed. This screen shows both a Checking and a Credit Card Account under Payment Information. Note: Each Member is able to have one Checking Account and one Credit Card Account saved under their Account Information.

13 Payment Information If you set up both a Checking Account and a Credit Card, you will have to select which account you will be making a donation from prior to submitting the transaction. The screen below shows an asterisk next to the Checking account, meaning that the Checking Account is the preferred payment type. To have a donation taken from another account you have set up, simply select the Edit Payment Information button. This will bring you to the screen on the following page.

14 Account Information From this screen, you will choose which account the payment will come from. First you will select the radio button next to Use An Existing Account and then select Continue.

15 Account Information The following screen will be displayed. Here you will select the radio button next to the account that you would like to have the donation come out of. Then select Continue. This will bring you back to the to the main account information screen and will display an asterisk next to the account that your payment will come out of.

16 Scheduling Payments Now that you have added account information, you can begin to make donations. From the Main Menu select New Payments.

17 Scheduling Payments From this screen you are able to see the available Donation Items for your church. You may determine a specific donation amount and the date which it will be processed. Please note, depending on the time of day you are making the donation, it may display the Date as the next business day. Enter the Amount next to the Payment Item you wish to donate for, and then select the Date you would like it to be processed. This date can be up to one year in advance. You may also donate for multiple items at the same time.

18 Scheduling Payments Once you have entered the Amount and selected a Date for the Payment Items you wish to pay for, select Pay for Items and the following screen will be displayed. Below Confirm your choices, verify the payment information is correct, including payment type. If there are any errors or you would like to make changes before submitting, select the Back button. Otherwise, select Submit to complete payment.

19 Scheduling Payments Once you have selected Submit, the following screen will be displayed. The receipt will separate the donations by the donation dates. If the donations are all scheduled for the same day, the screen will have one total for all of the donations. There is also a reference number displayed at the bottom. It is recommended that you print this page for your records. If you provided an address during registration, you will receive a confirmation via , when the donation has been processed.

20 Scheduling Pre-Authorized Payments To setup Pre-Authorized/Recurring Payments select the Automatic Payments tab from the top of the screen to make a Pre-Authorized Donation.

21 Scheduling Pre-Authorized Payments From this screen you will select the Starting Date, Frequency (weekly, bi-weekly, monthly, or annually), and the # of Payments. If you have not decided on an end date for the donations, then leave # of Payments blank. The currently available donation items are located under the Payment Item drop-down menu. Enter in the Amount field how much you would like the reoccurring donation to be. Note: You can edit or stop the pre-authorized donation at any time.

22 Scheduling Pre-Authorized Payments Once you have entered in the information for the Pre-Authorized Payment(s), select Continue. This will bring you to the following screen. Next you will select Confirm Pre-Authorized, which brings you to the confirmation page.

23 Scheduling Pre-Authorized Payments If you select Back to Payments, it will bring you back to the screen where you can set up another Pre-Authorized Donation. If you select the Main Menu tab from the top of the screen, it will display all of the Pre- Authorized and Pending Donations you have scheduled and submitted.

Payment Center Quick Start Guide

Payment Center Quick Start Guide Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch May 2014 Notice to Recipient This manual contains proprietary and confidential information

More information

Payment Plan Guide. Log into the Bill and Payment System with your PatriotWeb Username and Password.

Payment Plan Guide. Log into the Bill and Payment System with your PatriotWeb Username and Password. Payment Plan Guide Log into the Bill and Payment System with your PatriotWeb Username and Password. Authorized Users sign in through the Authorized User area with their email, and the password set up through

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionS_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionE_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

Independent Sales Associate Direct Deposit Administration User Guide

Independent Sales Associate Direct Deposit Administration User Guide Independent Sales Associate Direct Deposit Administration User Guide 1 Contents Direct Deposit Administration... 3 Accessing Direct Deposit Admin for First Time Users... 3 Setting Up a New Bank Account...

More information

Propertyware epayments. Powered by RealPage

Propertyware epayments. Powered by RealPage Propertyware epayments Powered by RealPage Page i Copyrights 2002-2011 Propertyware, Inc. All rights reserved. No part of this publication may be reproduced, transmitted or stored in any archives without

More information

CASHNet Home Screen. The following screen will display upon logging into CASHNet. Please see the explanations below for the various sections:

CASHNet Home Screen. The following screen will display upon logging into CASHNet. Please see the explanations below for the various sections: CASHNet Home Screen The following screen will display upon logging into CASHNet. Please see the explanations below for the various sections: Click on either hyperlink to view balances and/or make student

More information

ezbusiness // User Guide

ezbusiness // User Guide ezbusiness // User Guide Getting Started...2 Logging In... 2 View Account Details... 2 Setting Alerts...4 Updating Cardholders...5 Adding a New Cardholder... 5 Removing a Cardholder... 6 Editing a Cardholder

More information

ProSuite and Stewart Title NextSTEPS

ProSuite and Stewart Title NextSTEPS ProSuite and Stewart Title NextSTEPS Do you order Title Insurance from Stewart Title NextSTEPS? Do you order online and find yourself manually completing much of the same information that you have already

More information

Bill Pay Terms and Features IMPORTANT

Bill Pay Terms and Features IMPORTANT Bill Pay online is a way to schedule and send payments via First Republic Corporate Online. How it works Schedule one-time or recurring payments, set payment frequency, build payee lists, setup Bill Pay

More information

Stewart Title. Closing Protection Letter Integration

Stewart Title. Closing Protection Letter Integration Help and Tutorials Stewart Title Stewart Title Guaranty Company and Stewart Title Insurance Company Closing Protection Letter Integration Overview: TitleDesktop/MagramOnline has been integrated with the

More information

Payment Portal Registration Quick Guide

Payment Portal Registration Quick Guide Payment Portal Registration Quick Guide Paying your rent is fast and easy with Invitation Homes online portal! Step 1: To register online and create your account, visit www.. Hover over the Current Residents

More information

How to Pay Your UC Berkeley BFS Account Online by echeck

How to Pay Your UC Berkeley BFS Account Online by echeck University of California, Berkeley How to Pay Your UC Berkeley BFS Account Online by echeck Step-by-Step Guide for Non-Student Customers Robert Cannon 2014 Last Updated: 09-29-14 Table of Contents Overview...

More information

EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW)

EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW) EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW) Manual Version: 1.1 Last Updated: 29 th Sept, 2015 Contents DashBoard... 1 Balance Summary... 2 Transaction History... 4 View Profile... 7 Edit Profile...

More information

Dashboard. Dashboard Page

Dashboard. Dashboard Page Website User Guide This guide is intended to assist you with the basic functionality of the Journey Retirement Plan Services website. If you require additional assistance, please contact our office at

More information

Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE

Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE RETIREMENT MANAGER LOGIN The Retirement Manager Login page is located at: https://www.myretirementmanager.com/. Enter your ID and

More information

Payment Center Quick Start Guide

Payment Center Quick Start Guide Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch August 2015 Notice to Recipient This manual contains proprietary and confidential information

More information

Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System)

Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System) Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing

More information

Quick Start Guide To Report 401k Contributions Online

Quick Start Guide To Report 401k Contributions Online Northern California Carpenters 401k Plan Quick Start Guide To Report 401k Contributions Online Employer Services v1.4 1 Dear Employer, Effective January 1, 2019, contributions to the Northern California

More information

School Online Payments Parent User Guide

School Online Payments Parent User Guide School Online Payments Parent User Guide Edited for Wolf Creek Public Schools Copyright Rycor Solutions Inc. 2015 Table of Contents Table of Contents............................................. 2 Create

More information

Financial Report Instruction Manual

Financial Report Instruction Manual Financial Report Instruction Manual March 2009 Financial Report Instruction Manual Table of Contents 1. Accessing the financial report forms... 1 2. Interim report... 1 2.1 Overview of funding... 1 2.2

More information

The following Key Features describe important functions in the Account and Loan Transfer service.

The following Key Features describe important functions in the Account and Loan Transfer service. Account and Loan Transfer The Account Transfer service makes moving funds between accounts secure and simple. The user will find processing Multi-Entry Transfers and defining Recurring Transfers as easy

More information

My Pensions Portal This booklet covers: How to

My Pensions Portal This booklet covers: How to West Midlands Pension Fund My Pensions Portal This booklet covers: How to register your account Pages 1-3 How to activate your account Page 3 How to view your pension details and annual benefits statement

More information

AUTOMATED CLEARING HOUSE (ACH) USER GUIDE FOR BUSINESS ONLINE

AUTOMATED CLEARING HOUSE (ACH) USER GUIDE FOR BUSINESS ONLINE AUTOMATED CLEARING HOUSE (ACH) USER GUIDE FOR BUSINESS ONLINE Table of Contents Managing Payees... 2 Importing an ACH File... 3 Editing a Payee s Details... 5 Sending a Prenote... 6 Deleting a Payee...

More information

Platform Manual. how to use C-Crypto trading platform

Platform Manual. how to use C-Crypto trading platform Platform Manual how to use C-Crypto trading platform 2 2 3 4 4 4 5 6 7 8 9 Creating account Logging in Trading Deal modifying Deal closure Limit orders One-click order Trading tools Charts Hedging/Locking

More information

Online access to your pension account 24/7

Online access to your pension account 24/7 Online access to your pension account 24/7 The following is a list of features that you will find as you work your way through the portal: Current account balance Investment profile changes Account balance

More information

Westminster College Online Payments, Bill, and Payment Plans

Westminster College Online Payments, Bill, and Payment Plans Page 1 of 10 Westminster College Online Payments, Bill, and Payment Plans Westminster College offers students the ability to fully manage their student accounts online through MyWC on the College website.

More information

CABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits

CABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits CABS New Employee Benefits Enrollment Guide Coventry Corporate Benefits Table of Contents Overview Initial Login Screen Welcome Screen Personal Information screen (Adding Dependents and Beneficiaries)

More information

USC Total Access for Research Administration Financial Projections System (FiPS) Quick FiPS Help Guide

USC Total Access for Research Administration Financial Projections System (FiPS) Quick FiPS Help Guide USC Total Access for Research Administration Financial Projections System (FiPS) Quick FiPS Help Guide Date Created: July 2013 Contents Introduction... 3 Logging in... 4 Accessing FiPS... 4 My Accounts...

More information

Navigating Bill It Now

Navigating Bill It Now Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to www.billitnow.com Click on the Log In link located at the top right hand corner of the screen to display the BMS Login Screen,

More information

Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System)

Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System) Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing

More information

Making an Online Payment

Making an Online Payment You may make your annual or monthly assessment payments through your Association's website using e-check (free) or credit card (processing fees may apply). Note: You must register for access to your Association's

More information

A GUIDE TO MY AMERICORPS

A GUIDE TO MY AMERICORPS A GUIDE TO MY AMERICORPS IN MY AMERICORPS, YOU CAN.. Search AmeriCorps program opportunities, create an AmeriCorps application, and apply for positions Manage your education award Request Forbearance on

More information

INTERNET BANKING SERVICE

INTERNET BANKING SERVICE INTERNET BANKING SERVICE instruction manual CONTENTS 1. New Features 2 2. Login 2 3. Main menu 3 4. Accounts 3 4.1 Account summary 3 4.2 Operative accounts 4 4.3 Deposit accounts 4 4.4 Loan accounts 5

More information

Associated Connect. Reference Guide: Quick Payments

Associated Connect. Reference Guide: Quick Payments Associated Connect Reference Guide: Quick Payments Page 2 of 14 Quick Payments Use the Quick Payments service to send, save and manage your ACH payments. Depending on your configuration, you can use Quick

More information

Using ERAs with Helper

Using ERAs with Helper Using ERAs with Helper Table of Contents Introduction to ERAs in Helper... 1 Getting Started with ERAs... 1 Set up Multi-User settings for ERAs... 1 Enter the ERA Payer ID in the Insurance Company Library...

More information

1. Asset Maintenance

1. Asset Maintenance 1. Asset Maintenance Table of Contents Asset Maintenance... 2 The General tab... 3 The Accounts tab... 6 The Notes tab... 7 Click on 1. Asset Maintenance from the Main Menu and the following window will

More information

Visit

Visit Visit www.ubt.com/rps Select Retirement Plan Participant (As shown to the left) Log on Initial login to retirement account Username: Social Security # (No spaces or dashes) Password: Birth date (4 digits)

More information

Employee Self Service Enrolling and Updating Direct Deposit

Employee Self Service Enrolling and Updating Direct Deposit Employee Self Service Enrolling and Updating Direct Deposit Employees can change direct deposit information in My HR System. This document will cover the following topics: Adding an account... 2 Editing

More information

GUIDE TO ONLINE FILING OF COMPLIANCE FORMS Trust Assurance & Practice Review

GUIDE TO ONLINE FILING OF COMPLIANCE FORMS Trust Assurance & Practice Review GUIDE TO ONLINE FILING OF COMPLIANCE FORMS Trust Assurance & Practice Review The Real Estate Council of Alberta (RECA) requires real estate and mortgage brokerages that have received or held trust funds

More information

Dear Client, We appreciate your business!

Dear Client, We appreciate your business! FTJ FundChoice Website Guide Page 1 Dear Client, Thank you for choosing FTJ FundChoice. This guide will assist you in managing your online account at: www.portfoliologin.com. In keeping with our mission

More information

USER GUIDE. HOA Online Payments

USER GUIDE. HOA Online Payments USER GUIDE HOA Online Payments For Client Use Effective January 30, 2014 Contents Homeowner Login/Registration Process 1 Homeowner Assessment Payments 3 Homeowner Registration and Profile Setup 6 Payment

More information

User s Guide to EZPay

User s Guide to EZPay User s Guide to EZPay DART RideShare 620 Cherry Street Des Moines, Iowa 50309 515-288-RIDE (7433) rideshare@ridedart.com www.rideshare.ridedart.com Introduction... 1 Terminology... 1 Registering a New

More information

EDSI Web Benefits. Paylocity Web Benefits

EDSI Web Benefits. Paylocity Web Benefits EDSI Web Benefits Paylocity Web Benefits EDSI January 2, 2013 Welcome to EDSI Benefits Now you can make your benefit elections online! You can access Web Benefits directly from Paylocity Web Pay. For any

More information

Infinite Campus. Making a Payment. July 15, 2016 Revision

Infinite Campus. Making a Payment. July 15, 2016 Revision Infinite Campus Making a Payment Table of Contents Payments Viewing Fees Fee Payments Optional Fee Payments Deposit Money into a Food Service Account Printing Account Details Managing Payment Information

More information

Funding Express User Guide Updated as of January 2017

Funding Express User Guide Updated as of January 2017 Funding Express User Guide Updated as of January 2017 2016 Fannie Mae. Trademarks of Fannie Mae. 10.07.2016 1 of 35 About This User Guide... 3 Getting Additional Help... 3 Prerequisites to Using Funding

More information

Employee Online SunGard BusinessPLUS

Employee Online SunGard BusinessPLUS Employee Online SunGard BusinessPLUS Employee Online (EO) is a web-based system designed to provide employees with improved access to their records. The interactive nature of Employee Online enables end

More information

TAX GROUP USER GUIDE (REGISTRATION, AMENDMENT AND DE- REGISTRATION) December 2017

TAX GROUP USER GUIDE (REGISTRATION, AMENDMENT AND DE- REGISTRATION) December 2017 TAX GROUP USER GUIDE (REGISTRATION, AMENDMENT AND DE- REGISTRATION) December 2017 Contents 1. Brief overview of this user guide... 3 2. Creating and using your e-services account... 4 2.1 Create an e-services

More information

Dreyfus Lion Internet System SM User s Guide

Dreyfus Lion Internet System SM User s Guide Dreyfus Lion Internet System SM User s Guide Dreyfus Lion Internet System SM An internet-based application that provides users with account information, report capabilities and transaction processing.

More information

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS Creditor ments QUICK START GUIDE CREDITOR PAYMENTS 1 Creditor ments Our easy to use guide will get you up and running in no time! Index: Page: 2 Login 3 Load creditors 5 Add a creditor batch 6 Obtain a

More information

Viewing and Updating W-4 Information in Drexel One

Viewing and Updating W-4 Information in Drexel One Please Note: These instructions are intended to provide employees with basic information required to access and update W-4 federal tax withholding setup. The screen shots are provided for general reference

More information

Benefit Elections Guide

Benefit Elections Guide Benefit Elections Guide Revised: October 2017 Workday version 29 Note: Workday provides two updates per year and there may be slight differences between the screen shots in this guide and the actual Production

More information

NEST Pension File Creation

NEST Pension File Creation NEST Pension File Creation Introduction... 2 NEST configuration... 3 Company configuration... 3 Employee Details configuration... 3 NEST Enrolling Workers... 4 Create a NEST Enrolling Workers file:...

More information

1. Plan. Objective: Figure 1. The above form is available for HOD/BCO. Click on Plan -> Data Entry > Annual Plan as shown in Figure 1.

1. Plan. Objective: Figure 1. The above form is available for HOD/BCO. Click on Plan -> Data Entry > Annual Plan as shown in Figure 1. 1. Plan Open Internet explorer. Write http:ifms.raj.nic.in in the address bar. IFMS login page will be displayed. Click on Budget. Enter user Id and password. User Id and password is same as that of budget.

More information

FLORIDA SURPLUS LINES SERVICE OFFICE. IPC Procedures Manual

FLORIDA SURPLUS LINES SERVICE OFFICE. IPC Procedures Manual FLORIDA SURPLUS LINES SERVICE OFFICE IPC Procedures Manual December 2016 TABLE OF CONTENTS 1. INTRODUCTION... 4 1.1. Purpose of this Document...4 1.2. Intended Audience...4 1.3. FSLSO Contact Information...4

More information

PROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version

PROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version Table of Contents Welcome to Budget Manager... 1 Budget Administrators... 2 Prerequisites for Completing a Budget... 2 Exporting Data... 2 User Setup and Permissions... 4 Fixed Asset Setup...10 Open Budget

More information

Retirement Manager Quick Reference Guide. Access Retirement Manager Online at

Retirement Manager Quick Reference Guide. Access Retirement Manager Online at Retirement Manager Quick Reference Guide Access Retirement Manager Online at www.myretirementmanager.com Getting Started This Quick Reference Guide will assist you in navigating the Retirement Manager

More information

Frank Winston Crum Billing Quick Reference Guide. Version 3 9/16/2011

Frank Winston Crum Billing Quick Reference Guide. Version 3 9/16/2011 Frank Winston Crum Billing Quick Reference Guide Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to www.billitnow.com Click on the Log In link located at the top right hand corner

More information

ONLINE ENROLLMENT. All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA.

ONLINE ENROLLMENT. All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA. ONLINE ENROLLMENT All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA. **HRA/VEBA enrollment will not require online enrollment in 2018 2018

More information

SCREEN: SCR-2 SCREEN: SCR-3

SCREEN: SCR-2 SCREEN: SCR-3 Click Allow Option as shown in SCR-1 SCREEN: SCR-2 Select appropriate DSC to login and provide PIN details. SCREEN: SCR-3 After validating details System will display main screen as shown below in SCR-4.

More information

User Guide for Pricing Engine

User Guide for Pricing Engine User Guide for Pricing Engine Version 1.2 Effective Date: 02/27/2019 Contents 1.0 STEPS TO ACCESS SEEMYLOANSTATUS... 2 2.0 SUBMITTING LOCK REQUEST... 4 2.1 STEPS TO REQUEST LOCK ON A NEW LOAN... 4 2.2

More information

TRAVEL PORTAL INSTRUCTIONS

TRAVEL PORTAL INSTRUCTIONS TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE

More information

Lender Record Information Form 582

Lender Record Information Form 582 Lender Record Information Form 582 Quick Reference Guide Roles in Your Organization - Ownership Interest - Contact Verification November 2018 2018 Fannie Mae. Trademarks of Fannie Mae. 11.26.2018 1 of

More information

payment center user guide

payment center user guide business gateway solutions Wealth Management payment center user guide TABLE OF CONTENTS User Service Permissions... 2 Payee Setup... 2 Payment Administration... 4 ACH Payments... 4 ACH Tax Payments...

More information

BUILDSMART DEBTORS. SmartAct. Authorized Training Manual

BUILDSMART DEBTORS. SmartAct. Authorized Training Manual BUILDSMART DEBTORS SmartAct Authorized Training Manual - 1 - - 2 - SmartAct Authorized Training Manual Notice This document and the Buildsmart software may be used only in accordance with the accompanying

More information

Set Up Employees Quick Reference Card

Set Up Employees Quick Reference Card Quick Reference Card Getting Started Before you begin setting up an employee, have the following documents available: W-4. This document is used to find Federal, State, and Local tax information such as

More information

Make a One Time Payment

Make a One Time Payment Make a One Time Payment Masterpiece Platinum Portfolio Masterpiece Don t want to log in to pay your premium? Making a one-time payment is easy. Just follow the steps below to quickly pay your invoice.

More information

Post Payment Documentation Request Portal

Post Payment Documentation Request Portal Post Payment Documentation Request Portal Responding to an Expense Reimbursement Post Payment Document Request Fannie Mae s Post Payment Documentation Request portal provides an efficient and simple way

More information

ipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site.

ipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site. ipay Instructions ipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site. Support There are two primary methods of contacting support:

More information

Cattle Price Insurance Program WEB HELP GUIDE

Cattle Price Insurance Program WEB HELP GUIDE Cattle Price Insurance Program WEB HELP GUIDE Cattle Price Insurance Program Web Help Guide CPIP Basics... 3 A. First Time Accessing CPIP?... 4 Using your Activation Code...4 B. Accessing the CPIP Website...

More information

Customer Communication Document Scheduled: 02.12

Customer Communication Document Scheduled: 02.12 ANZ Transactive ENHANCEMENT Release 7.1 Customer Communication Document Scheduled: 02.12 CONTENTS FX CROSS RATES 3 What will change? 3 Why is it changing? 3 What does this mean for me? 3 What will it look

More information

Plan Sponsor Website Guide

Plan Sponsor Website Guide Plan Sponsor Website Guide Accessing Your Account... p 1 Summary... p 2 Your Participants... p 3 Participant Loans... p 6 Participant Withdrawals... p 8 Plan Asset Details... p 9 Plan Information... p

More information

PFS Direct Payment Card This booklet explains how to activate and use your direct payment card.

PFS Direct Payment Card This booklet explains how to activate and use your direct payment card. PFS Direct Payment Card This booklet explains how to activate and use your direct payment card. Ref: 194/11/17 Contents About this booklet Activation Process 3 Customer Service 3 Cardholder Control Portal

More information

Financial Check-In Liberty University Online Academy

Financial Check-In Liberty University Online Academy Liberty University Online Academy From the Liberty University home page: www.liberty.edu Select Sign In Claim New Account Claim New Account An Academy student MUST Claim New Account to set up the Username

More information

Pension Schemes Online Guide

Pension Schemes Online Guide Pension Schemes Online Guide taking care of you... Contents How do I log on? What is my dashboard? How do I view my contributions history? How do I find out the value of my fund? What is my contribution

More information

Liberty University Online Student Financial Check-In

Liberty University Online Student Financial Check-In Liberty University Online Student Financial Check-In From the Liberty University home page: www.liberty.edu Select mylu Student Login Student Login 1. Enter username and password 2. Select Sign In Student

More information

Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹

Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹ Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹ In July 2009, the Federal Housing Administration (FHA) launched the FHA-Home Affordable Modification

More information

Dealer Manual. Express Carefree Maintenance Claim Net Remittance

Dealer Manual. Express Carefree Maintenance Claim Net Remittance Dealer Manual Express Carefree Maintenance Claim Net Remittance Express Systems Inc. 11 Vanderbilt Irvine, CA 92618 Phone 800.705.4001 Fax 949.727.0393 Express Carefree Maintenance Claims Express allows

More information

Viewing Fees. PATH: Portal > Family > Payments

Viewing Fees. PATH: Portal > Family > Payments PATH: Portal > Family > Payments The Payments tool allows users to make online payments for fees and/or deposit money into food service accounts for members of a household. If this feature is used by a

More information

CommBiz User Guide. Add Arrangement(s) About this guide. Before you start. Important information

CommBiz User Guide. Add Arrangement(s) About this guide. Before you start. Important information CommBiz User Guide. Add Arrangement(s) About this guide This guide takes you through the process of adding one or more Arrangements to your CommBiz Service and the steps to add / define a new Electronic

More information

ALLEGANY CO-OP INSURANCE COMPANY. Agency Interface. Choice Connect User Guide

ALLEGANY CO-OP INSURANCE COMPANY. Agency Interface. Choice Connect User Guide ALLEGANY CO-OP INSURANCE COMPANY Agency Interface Choice Connect User Guide ALLEGANY CO-OP INSURANCE COMPANY Choice Connect User Guide Allegany Co-op Insurance Company 9 North Branch Road Cuba NY 14727

More information

Manual Input. Earnings & Deductions Trinity Health. All Rights Reserved. 1

Manual Input. Earnings & Deductions Trinity Health. All Rights Reserved. 1 Manual Input Earnings & Deductions 2014 Trinity Health. All Rights Reserved. 1 1 Housekeeping Do not place us on hold Close other programs Ask questions by raising your hand or by using Chat You may be

More information

14. Roster Processing

14. Roster Processing 14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the

More information

Directors: Mark Barnes/Chairman Charles Savage/CEO Michael Wilson/CFO T +27 (0) F +27 (0)

Directors: Mark Barnes/Chairman Charles Savage/CEO Michael Wilson/CFO T +27 (0) F +27 (0) Cape Town Office: KZN Office: Johannesburg Office: Directors: T +27 (0) 87 940 6110 F +27 (0) 21 425 9237 W gt247.com T +27 (0) 87 940 6090 F +27 (0) 31 576 5088 W gt247.com T +27 (0) 11 214 8000 F +27

More information

Infinite Campus Portal Parents Quick Reference

Infinite Campus Portal Parents Quick Reference Infinite Campus Portal Parents Quick Reference I n f i n i t e C a m p u s P o r t a l i s a w a y f o r p a r e n t s / g u a r d i a n s t o a c c e s s s t u d e n t i n f o r m a t i o n, r e g i s

More information

Recurring Payments CitiDirect BE SM

Recurring Payments CitiDirect BE SM Recurring Payments CitiDirect BE SM A Simple, Easy Way to Schedule Recurring Payments User Guide Treasury and Trade Solutions Recurring Payments CitiDirect BE Table of Contents Table of Contents 1. Overview

More information

Making an Online Payment

Making an Online Payment Making an Online Payment PATH: Portal > Family > Payments The Payments tool allows Portal users to make online payments to fees and/or food services incurred by members of a household. If this feature

More information

UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide

UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide Step 1: Login Process 1. Visit the UG-Research Management Application Portal (UG-ReMAP) to initiate your

More information

Guide to Credit Card Processing

Guide to Credit Card Processing CBS ACCOUNTS RECEIVABLE Guide to Credit Card Processing version 2007.x.x TL 25476 (07/27/12) Copyright Information Text copyright 1998-2012 by Thomson Reuters. All rights reserved. Video display images

More information

Making an Online Payment

Making an Online Payment Making an Online Payment Viewing Fees Fee Payments Optional Fee Payments Deposit Money into a Food Service Account Printing Account Details PATH: Portal > Family > Payments The Payments tool allows users

More information

Decision Power Express SM Training Module I. Accessing eport

Decision Power Express SM Training Module I. Accessing eport Decision Power Express SM Training Module I Accessing eport Confidentiality / Non-Disclosure Confidentiality, non-disclosure, and legal disclaimer information The contents of this Decision Power Express

More information

For sending documents via Secure Delivery or E-Sign, you must complete at a minimum: (different documents require different fields to be completed)

For sending documents via Secure Delivery or E-Sign, you must complete at a minimum: (different documents require different fields to be completed) Secure Delivery and E-Sign Document Generation and Delivery: Crescent offers 3 options for document generation. 1. Generating a PDF you can save or deliver in person or regular mail 2. Generating loan

More information

EMPLOYEE NAVIGATOR NEW HIRE BENEFIT INSTRUCTIONS 1

EMPLOYEE NAVIGATOR NEW HIRE BENEFIT INSTRUCTIONS 1 EMPLOYEE NAVIGATOR NEW HIRE BENEFIT INSTRUCTIONS 1 Go to: https://www.employeenavigator.com/! Login (upper right)! Register as New User! Fill in required Info (Company Identifier is SPS186) >Next! Create

More information

INVESTOR360 : ADDITIONAL ASSETS

INVESTOR360 : ADDITIONAL ASSETS INVESTOR360 : ADDITIONAL ASSETS The Additional Assets section displays a list of outside assets associated with the account, such as bank accounts, loans, and credit cards, as well as assets manually entered

More information

Portal User Manual (Retailer) Web Rating Portal for our Retail Agents. Contents. Creating a new Indication. Creating a GL Indication

Portal User Manual (Retailer) Web Rating Portal for our Retail Agents. Contents. Creating a new Indication. Creating a GL Indication 1 of 12 9/7/2011 10:58 AM Portal User Manual (Retailer) From SIGipedia Contents 1 Web Rating Portal for our Retail Agents 1.1 Creating a new Indication 1.1.1 Creating a GL Indication 1.1.2 Creating a Property

More information

Indiana Farmers Billing FAQs

Indiana Farmers Billing FAQs 1. What pay plans do you offer? We offer annual, semi-annual, quarterly, and monthly billing. 2. Do any of the pay plans have billing fees? Our monthly billing plan is the only pay plan that has a service

More information

PELICAN: Financial Management Training Guide

PELICAN: Financial Management Training Guide Version 1.1 Version 1.1 Version 5.0 Revision Date: 01/2018 PELICAN: Financial Management Training Guide Office of Child Development and Early Learning (OCDEL) COMMONWEALTH OF PENNSYLVANIA Contents Financial

More information

Tier 2 Reporting. Supplier Submissions Guide

Tier 2 Reporting. Supplier Submissions Guide Tier 2 Reporting Supplier Submissions Guide 2014 Definitions Tier 2 Reporting Uses Specific Terminology Prime Supplier: A Tier 1 supplier that provides products/services and invoices to NiSource for goods

More information

FX-GO platform Webtrader manual V 2.0

FX-GO platform Webtrader manual V 2.0 FX-GO platform Webtrader manual V 2.0 TradeTools FX FX-GO platform - Webtrader manual V. 2.0 - Product description Table of contents: 1 FXGO Webtrader... 2 1.1 Product description... 2 1.2 Login to Trade

More information