UMB Business Online Banking User Guide

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Wires Only (International) - Part 1 of 3: Adding a Recipient If you are assigned the Manage Recipient right, you need to set up your recipients before you can send payments. In order to add a recipient, you need their contact and account information.

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In the Advanced Payments tab, click Recipients . 1. Click the + Add new recipient button. 2. Enter the recipient’s name and email address. 3. Check the box next to “Send email notifications for template payments” to alert them when a payment is sent. 4. Select a payment type using the “Payment Type” drop-down. 5. Select International from the “Beneficiary Type” drop-down. 6. Select the recipient’s account type using the “International Account Type” drop-down. 7. Enter the recipient’s account number. 8. (Optional) Search for the financial institution (FI). 9. (Optional) Select IBAN or Other. IBAN selection will trigger IBAN format validation. Other selection will not save wire data. Selecting Other is strictly used for informational purpose. 10. Click the icon to edit or remove a recipient’s account information.

Recipients: Recipient Overview