INSBANK Business Guide

16

Part 1: Adding a Company

11 12 21 22 1 2 K L U V A B 1a 2a 1b 2b 1c 2c

Click the Company Management tab. 1. Click the icon to add a company. 2. Enter the company name. 3. Enter the short name. 4. Enter the employer ID number (EIN). 5. Enter the ID number. J1 J2 J3 J1 J2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a a3a4a5a6a7a8a9a 10b b3b4b5b6b7b8b9b 10c c3c4c5c6c7c8c9c 10d d3d4d5d6d7d8d9d 10a a4a5a6a7a8a9a 10b b4b5b6b7b8b9b 10c c4c5c6c7c8c9c 10d d4d5d6d7d8d9d W X Y Z 10a 5a 6a 7a 8a 9a 10b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d 5d 6d 7d 8d 9d J O P Q R S T Y Z E F G H I a 12a 13a 14a 15a 16a 17a 18a 19a 20a b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1B1C1D1E1 F1G1H1 I1 2B2C2D2E2 F2G2H2 I2 3B3C3D3E3 F3G3H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 b 13b 14b 15b 16b 17b 18b 19b 20b J1 1C1D1E1 F1G1H1 I1 a 14a 15a 16a 17a 18a 19a 20a 2C2D2E2 F2G2H2 I2 b 14b 15b 16b 17b 18b 19b 20b 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10 112 131415 1617 18 1920 122 2324 2526 27 28 2930 2 3 4 5 6 7 8 9 10a a2a3a4a5a6a7a8a9a 10b b2b3b4b5b6b7b8b9b 10c c2c3c4c5c6c7c8c9c 10d d2d3d4d5d6d7d8d9d J L M N O P Q R S T U V W X Y Z B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J M N O P Q R S T W X Y Z C D E F G H I 10 14 15 16 17 18 19 20 24 25 26 27 28 29 30 4 5 6 7 8 9 J N O P Q R S T D E F G H I 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9

11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 11a 12a 11b 12b 1d 2d A1 B1 A2 B2 A3 B3 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c

1d 2d 3d 4d 5d 6d 7d 8d

11a 12a 13a 14a 15a 16a 17a 18a

11b 12b 13b 14b 15b 16b 17b 18b

A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3

6. Check the box to use the EIN as the ID number. This option will determine whether the Company ID on the NACHA file uses the EIN or identification number field. 7. Enter the company’s address. J2 J3 J1 J3

3C3D3E3 F3G3H3 I3 1D1E1 F1G1H1 I1 15a 16a 17a 18a 19a 20a 2D2E2 F2G2H2 I2 15b 16b 17b 18b 19b 20b E1 F1 G1 H1 I1 3D3E3 F3G3H3 I3 E2 F2 G2 H2 I2 J1 J2 J2 J3

J3

E3 F3 G3 H3 I3

Company Management: Company Management Overview