UMB Business Online Banking User Guide

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Wires Only (Domestic) - Part 1 of 4: 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 New Recipient button. 2. Enter the recipient’s name and (optional) 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. Using the “Payment Type” drop-down, select a payment type 6. Using the “Beneficiary Type” drop-down, select Domestic. 7. Enter the recipient’s account number. 8. (Optional) Enter the financial institution (FI). 9. Click the icon to edit or remove a recipient’s account information.

Advanced Payments: Recipient Overview