Bell Bank Your Guide to Business Online Banking

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ACH & Wire - Part 1 of 4: Adding a Beneficiary If you are assigned the Manage Beneficiary right, you need to set up your Beneficiaries before you can send payments. In order to add a Beneficiary, you need their contact and account information.

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In the Payments & Transfers tab, click Manage Beneficiaries . 1. Click the New Beneficiary button. 2. Enter a display name and the Beneficiary’s email address. 3. Check the box next to “Send email notifications for template payments” to alert them when a payment is sent. 4. (Optional) Click the “+Add Account” link to add a new account. 5. Select a payment type using the “Payment Type” drop-down. 6. Select the Beneficiary’s account type using the “Account Type” drop-down. 7. Enter the Beneficiary’s account number. 8. (Optional) Enter the financial institution (FI). 9. Enter Beneficiary’s routing number. 10. Click the icon to edit or remove a Beneficiary’s account information.

Administration (Advanced): Beneficiary Overview