Bank Forward Personal User Guide

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Creating a Payee: Company....................................................................................107 For a Known Payee............................................................................................................ 108 For an Unknown Payee..................................................................................................... 109 Creating a Payee: Person.........................................................................................110 Part 1 of 3: Choosing Payee and Payment Method...................................................... 110 Part 2 of 3: Adding Payee Information........................................................................... 111 Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code..................... 112 Editing a Payee..........................................................................................................113 Deleting a Payee.......................................................................................................114 Scheduling Payments...............................................................................................115 Rush Delivery............................................................................................................116 Recurring Payments.................................................................................................118 Editing Payments......................................................................................................120 Skipping Payments...................................................................................................122 Deleting Payments...................................................................................................123 Adding an Account...................................................................................................124 Editing an Account....................................................................................................125 Deleting an Account.................................................................................................126 Editing Alerts.............................................................................................................127 Categories. ................................................................................................................ 128 Editing a Category....................................................................................................129 Deleting a Category..................................................................................................130 GiftPay Overview......................................................................................................131 Creating a Recipient: Gift Check.............................................................................132 Creating a Recipient: Donation...............................................................................134 Sending a Gift............................................................................................................136 Sending a Donation..................................................................................................138 Editing a Gift or Donation Recipient.......................................................................140 Deleting a Gift or Donation Recipient....................................................................141 Editing a Pending Gift or Donation........................................................................143 Deleting a Pending Gift or Donation......................................................................145