Max Credit Union Online Banking Business User Guide

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Part 3: Creditor Agent and Instructed Agent When sending a wire, the creditor agent is the beneficiary financial institution that holds the creditor’s account. Some financial institutions use an in-between third party bank called an instructed agent to process funds. If the creditor agent uses an instructed agent, the instructed agent’s information will need to be input as well.

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1. Search for the institution by clicking the Find Institution button or enter the creditor agent’s information. 2. (Optional) Uncheck the “Same details as Creditor Agent” box to add an instructed agent. a. Search for the institution by clicking the Find Institution button or enter the instructed agent’s information. 3. Click the Save button.

Wires: New Wire