CCCU: Online Banking Guide Member Accounts

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Transactions Funds Transfer.............................................................................................................41 Loan Payments............................................................................................................43 Member to Member Transfer ...................................................................................45 Linking Someone’s CCCU Account...................................................................................... 45 Single Transfers Between CCCU Accounts........................................................................ 46 Send Money with Zelle ® Setup...................................................................................47 Initial Setup. .......................................................................................................................... 47 Adding a Recipient. .............................................................................................................. 48 Editing a Recipient................................................................................................................ 49 Send Money with Zelle ®................................................................................................................................................................................ 50 Request Money with Zelle ®. ..................................................................................................................................................................... 52 Split Payment with Zelle ®............................................................................................................................................................................ 54 Cancel a Zelle ® Transaction................................................................................................. 56 Zelle ® Settings. ...................................................................................................................... 57 Adding A Personal External Account.........................................................................58 Verifying A Personal External Account......................................................................59 Deposit Check..............................................................................................................60 Activity Center Overview. ...........................................................................................61 Using Filters........................................................................................................................... 62 Creating or Deleting Custom Views Using Favorites........................................................ 62 Editing Transactions............................................................................................................. 63 Canceling Transactions........................................................................................................ 64 Bill Pay Bill Pay Overview.........................................................................................................65 Hiding or Unhiding Payees from Payment Screen........................................................... 67 Hide a Payee. ........................................................................................................................ 67 Unhide a Payee..................................................................................................................... 67 Creating a Payee Overview. .......................................................................................68 Creating a Payee: Company.......................................................................................69 For a Known Payee............................................................................................................... 70 For an Unknown Payee........................................................................................................ 71 Creating a Payee: Person............................................................................................72 Part 1 of 3: Choosing Payee and Payment Method. ........................................................ 72 Part 2 of 3: Adding Payee Information. ............................................................................. 73 Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code........................ 74 Editing a Payee.............................................................................................................75 Deleting a Payee..........................................................................................................76 Scheduling Payments..................................................................................................77 Rush Delivery...............................................................................................................78 Recurring Payments....................................................................................................80

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