Home

here - Select Employees Credit Union

1. Effective Date 2010 84 Learning amp Development Add a Charity Payments Transfers Options Calendar Cc messages E home Lo chat open logout Weicome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Your Email demoaccount ipsymybills f Add a Payee C Add a Bill C Add a Person Add a Charity C Add a Gift Recipient Charity Give Care Remember When you are in the spirt of giving we offer a safe and efficient method to donate to the charty of your choice Choose from over 20 popular charities or designate your own Add a Charity Q Tell us about your charity Charity Name Charity Address City State Emails may be sent to your charity and anyone else you wish to notify when your donation processes Zip Code You will be able to Add a Charity in your bill pay site On the Add screen please enterthe following information e Charity Name e Charity Address e City e State e Zip Code After entering this information please select the Next button Add a Charity Review Payments Transfers Payees Calendar C messages E home Lo chatopen X logout Options Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Your Email demoaccount ipaymybills com Add a Charity Review Charity Name Veterans of America Your donation will be sent to 123 Sea Shore Drive Tampa FL 25896 Submit C
2. May 3 4 5 6 7 19 10 21 12 13 14 WEDNESDAY i 16 i9 20 21 Pay Before Pay After aglas asa ag 24 25 26 27 26 31 Est Arrival is the estimated date ihe Biller will receive the Or tis date la payment warming After a set of payments Your bill pay account allows you to schedule recurring payments to payees that you have added to your account Follow these steps to schedule a recurring payment 1 Select Recurring Payment under the Payments tab 2 Select Pay a Bill or Pay a Person 3 Select the payee of your choice PLEASE NOTE You may only schedule one recurring payment at a time unlike the Single Payments option where you can schedule payment to multiple payees simultaneously Select a Pay From account Enter a payment Amount Select a recurring payment Frequency Determine if you want your recurring payment to be Pay Before or Pay After if the payment falls on a weekend or holiday which are non processing days Select the first process date Determine if the payment series will end If the series will end enter an ending date or the number of payments to process before ending the series 10 Select lt Next gt S Or aS aD Effective Date 2010 93 Learning amp Development Recurring Payment Review Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login
3. home Lo chat open X logout Your Email demosccount ipsymybills com Delete Transfer Account Delete the account cick the Delete Account Christmas Account tion rere 2345 When you select the Delete link you will be directed to the screen depicted above If the transfer account that you want to delete is displayed on this screen select the Delete Account button Effective Date 2010 49 Learning amp Development View Accounts Account Deleted Finished Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 12 54 PM on 3 10 2010 EST Cc messages home Lo chat open logout Your Email demosccount ipsymybdills com Delete Transfer Account Finished Return to View Accounts After selecting the Delete Account button you will be directed to this Finished screen CATEGORIES Categories Payments Transfers Options Calendar Single Transfer Welcome Web Demo add secondary account 7 fer Last Login 12 54 PM on 3 10 2010 EST Recurring Trans C messages home Lo chat open logout Ee FETES D Scheduled Transters Transfer History Add Transfer Account Category Name Categories No Category Your Email demoaccount mybills corr No Category Auto Expenses Credit Cards Account Number Assign Category Day Care Lawn Service Mort s Auto Service Select new Category new Category O Ni
4. Learning amp Development VIEW CONTACT INFO View Contact Info Payments Transfers Welcome Web Demo add secondary account holder Last Login 8 38 AM on 3 11 2010 EST Account Holder Information Primary Web Demo Secondary add Address Information Address 123 Main Street City Georgetown KY Zip Payees Calendar La home e Options Pay From Accounts e Notifications View Contact info Change PN Defaut Settings open x logout Web Demo Contact Info Elu Phone Numbers Home Number 818 555 3131 Work Number None Mobile Number None Email Address Update Primary Email demoaccount ipaymybills com Secondary Email None Mobile Devices Short Text Address 2703005986 cingularme com You will be able to view and edit your contact information in the bill pay site You may access this information by selecting View Contact Info under the Options tab Your contact information that may be edited includes the following e Account Holder Information o Secondary you may request to ADD a secondary user via the add link e Address Information Address City State Zip e Phone Numbers Home Number Work Number Mobile Number e Email Address Primary Email Secondary Email e Mobile Devices Short Text Address Effective Date 2010 110 Learning amp Development CHANGE PIN Change PIN Payments Transfers Payees feicome Web Demo add secondary account holder Last Login
5. Activation Code Delivery Method Required Request Code Request Activation Code How would you like to receive the Activation Code for Billy Smith Please select a preferred delivery method Phone Call C Home FH 4 3131 Work _Notonfile Mobile Notonfile Email Address C Primary demoaccount ipaymybills com Update Secondary Not on file Lodeis Text Message 2703005986 cingularme com Update Request Code Now Your current contact information will be displayed on this Request Activation Code screen Please select your preferred delivery method and select the Request Code Now button Effective Date 2010 g2 Learning amp Development Add a Payee Add a Person Enter Code Payments Transfers Options Welcome Web Demo a dd secondary account holder Last Login 3 Calendar 11 PM on 3 10 2010 EST C messages E home Lo chat open logout Your Email demoaccount inoaymybils com Activation Code Request Received Activate Activate Payee Please activate Billy Smith by entering your code below Your activation code should arrive within moments Please remain in session while the Activation Code is being sent to 2703005986 cingularme com Click here if you do not receive a code or would like a new one Please wait Enter Activation Code eseo After receiving the 4 digit code please enter it into the Enter Activation Code field After successfully
6. Default Pay From Account Primary Checking Need to change more info about this payee Submit a Payee Change Request When you choose the Edit link from the View Payees page you will be directed to a screen similar to the image displayed above From this screen you can edit the following information e Account Holder Name e Payee Nickname e Payee Account Number e Payee Category PLUS only e Default Pay From Account After completing your desired edits please select the Submit Changes button Effective Date 2010 92 Learning amp Development View Payees Finished Editing a Payee Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 8 38 AM on 3 11 2010 EST CE messages home Your Email demoaccountMipaymybills com Edit a Payee Finished Payee Name AMERICAN EXPRESS Account Holder Name Web Demo Phone Number 800 528 2122 Payee Nickname American Express Payee Account Number 1234567890123456 Payee Category Credit Cards Default Pay From Account Primary Checking Return to View Payees After submitting your payee edits you will be directed to this Finished screen You will see your payee information with edits displayed on this screen View Payees Delete a Payee Payments Transfers Options Calendar Welcome Web Demo add secondary account holder j Last Login 8 38 AM on 3 11 2010 EST Cc messages home xl Click here for lo
7. e Payee Name from the bill remittance slip e Account Number your account number with the payee e Confirm Account Number e Phone Number payee s phone number e Payee Zip Code e Account Holder Name the name of the person attached to this bill After entering this information select the Next button Add a Payee Add a Bill Yes Bank or CU Loan Information Effective Date 2010 72 Learning amp Development Add a Bill we need more information about your payee We did not find your payee in our database Who do you want to pay Please provide us with the additional information requested and you will be one click away from scheduling a payment Payee Name Learning and Development Organize your bills with categories For security purposes we will supply you with a Payee Nickname Learning and Developmen Ho Category a unique Activation Code to verify this payee We will also perform a secure validation process to Account Number 123123 confirm this payee Set a default pay fram account Phone Number 270 541 2369 Sy oss 710 Account Holder Name Web Demo Where should we send the payment Payee Address m m City Elizabeth town Kentucky 42 701 When the system is unable to locate your payee you will be presented with the We need more information about your payee screen displayed above On this screen you should first enter the following e Payee Nickname a nam
8. history gt take the shortcut Payee Preload We make bill pay easy by presenting a list of the most popular ceyess for you show popular 1 000 00 50 00 500 00 300 00 65 00 3 22 2010 3 22 2010 Edit 3 22 2010 Edit 3 23 2010 3 23 2010 Total 51 015 00 aiid You will be able to access the Shortcut link from your bill pay homepage when you select the Take the shortcut link Effective Date 2010 121 Learning amp Development Short Cut Features Page Schedule a Payment Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 11 11 AM on 3 11 2010 EST Your Email dermoaccount ipsymybills con Single Payment Pay a Bill C Pay a Person C Transfer Funds C Send a Donation C Send a Gift Check Schedule An asterisk denotes a required field Take the shortcut Select a Category css a Pay To Pay From Process Date al Categories Car Loan 840 j J hec 1 Select Payee s Last Paid On 2 18 2010 Primary king Eal Add a Payee Amount Paid 1 350 00 Est Arrival 3 22 2010 FT American Express F Car Loan E Secondary Checking F Cellular One i iee _ Day Care FT Lawn Service uA Morts Auto Service Last Paid On 2 18 2010 Primary Checking F Office Depot Amount Paid Phone Susan Goldman Select a payee from the left menu Select again to remove it As you develop an increased volume of payment histo
9. After submitting the recurring payment you will be issued a Confirmation on the Finished screen that is displayed above Effective Date 2010 D4 Learning amp Development SCHEDULED PAYMENTS Scheduled Payments Page Payments ___ Single Payment lt Scheduled Payments Payment History Add a Payee Sort By Pay To 2 Arrange Ascend ng Date Range Max 60 days From Ta To Ts Transfers holder Payees Pay From Primary Checking 5676 Pay To American Express Plante Crecmro Sub Total Amount Process Date 1 000 00 3 22 2010 1 000 00 Pay From Secondary Checking 7601 Pay To Fred Andrew Nelson iNray e ree Red Cross Susan Goldman Sub Total Total Amount Process Date 50 00 3 19 2010 50 00 500 00 3 19 2010 9 90 615 00 1 615 00 Skipped payments not indude Options Calendar home Le Additional Items Confirmation Frequency Est Arrival Additional Items Confirmation Frequency Est Arrival Confirmation Frequency Est Arrival Confirmation open xX logout You will be able to search for your scheduled payments in your bill pay product A Scheduled Payments search allows you to search for edit or stop payments that have been scheduled but have not yet been processed Follow these steps to initiate a scheduled payment search 1 Select Scheduled Payments under the
10. Day Care NEC Lawn Service neck Mort s Auto Service NECK No Category 100 00 on 3 3 2010 7150 No Categor 200 00 on 2 16 2010 cecen eane Utilities 50 00 on 2 18 2010 You will be able to view the payees you have added to your bill pay site To view your payees please complete the following steps 1 Select View Payees under the Payees tab 2 Determine the type of Payee search you want to conduct After completing these steps you will be able to view the list of payees that meet your search parameters On the View Payees screen you will be able to view the following payee information e Pay To payee nickname will be listed here e Payee Type Bills People Charities Gift Recipients e Additional Items Account Category Last Paid Additionally you will be able to utilize the following active links from this screen e Pay schedule a payment to the payee e Edit edit payee information that can be modified e Delete delete the payee from the system Effective Date 2010 89 Learning amp Development View Payees Schedule a Payment Payments Transfers Welcome Web Demo add secondary account holder Single Payment Pay a Bill C Pay a Person C Transfer Funds C Send a Donation Send a Gift Check Select a Category ll Categories Select Payee s Add a Payee MW American Express M Car Loan M Cellular One M Day Care M Lawn Service M Mo
11. Pay a Person Schedule Payments Transfers Payees Options Calendar C messages E home Lo hat open logout Welcome Web Demo add secondary account holder Last Login 2 58 PM on 3 5 2010 EST Your Email demoscoount ipsymybills com Single Payment Pay a Bill Pay a Person Transfer Funds Send a Donation Send a Gift Check Select a Category All Categories x Select Payee s Add a Payee l Mortgage Pay a Person Schedule Review Finished An asterisk denotes a required field shortcut Speed up your payment scheduling We can pre load your bills based on your payment history Take the shortcut Pay To Pay From Robert Nelford Primary Checking gt Select a payee from the left menu Select again to remove it Amount Process Date 5 100 00 3 12 2010 mE Est Arrival 3 16 2010 M Robert Nelford FT Suzy at College Your bill pay account allows you to schedule a single payment via the Pay a Person option displayed above Follow these steps to initiate the scheduling process for Pay a Person 1 Select Single Payment under the Payments Tab 2 Select Pay a Person 3 Select the person or persons that you would like to pay select as many people as you want they will all appear on the screen so you can schedule your payments in just seconds 4 Select a Pay From account This is the account that will be used to make your payment 5
12. Reminder Options View Reminders Add Reminders Bills Transfers People Donations Gifts When you select to view the Reminders you will see a screen similar to the one displayed in the image above You are able to schedule reminders for each time you need to do the following e Schedule a payment e Transfer Funds e Send a Donation e Send a Gift Check From this screen you are able to View Reminders and Add Reminders Both of these options will be discussed in detail on the following pages Effective Date 2010 105 Learning amp Development e Notifications Add Reminders Schedule Schedule e Notifications Log Out Recurring Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update Reminders You can schedule reminders for each time you need to schedule a payment transfer funds or send a donation or gift Reminder Options Add Bill Reminder View Reminders Schedule Finished Add Reminders An asterisk denotes a required field Bills Transfers Select Payee Car Loan gt C People Please send notification to Short Text Address Donations Frequency Monthly gt on rs Gifts When you choose to Add Reminders you may choose from the following options e Bills e Transfers e People e Donations e Gifts After choosing your reminder type please complete the fiel
13. Chartable Donations made Add a Charity Send a Donation simple through your Bill Pay Service Donations Give Care Remember If your Financial Institution purchases the Gift Pay feature your bill pay account will allow you to send donations to the charities of your choice Select Send a Donation under the Single Payment menu Choose from the following two options e Adda Charity choose this option if you need to add a charity e Senda Donation choose this option if the charity you want to donate to is available Effective Date 2010 14 Learning amp Development Send a Donation Schedule Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 3 08 PM on 3 9 2010 EST messages home Le Send a Donation Pay a Bill Schedule Pay a Person Transter Funds Send a Donation Send a Gift Tell us about your donation An esterisk denotes a required field Select Charity Charity Add a Charity 216 Foundation ae Primary Checking f C American Heart Association Amount s 100 00 C Feed The Children e sie Service Fee 1 99 Total Amount Process Date 2716 2010 ma C Red Cross Would you like the charity to mail an acknowledgement of your donation to someone C Yes No Would you like to create a personalized email to someone to notify them of your donation yes C No Would you like for your donation to be sent in recognition
14. Your Email demoaccount ipaymybills com Pay a Person amp Printer Friendly Version Scher evien Finished Pay To Pay From Amount Process Date Additional Items Robert Nelford Primary Checking 100 00 3 15 2010 Confirmation 26 Check Est Arrival 3 17 2010 Memo None To edit a payment go to Scheduled Payments To monitor your account activity set up an e Notification Schedule more Payments After submitting the payments you will be issued Confirmation s for each scheduled payment on the Finished screen that is displayed above Effective Date 2010 13 Learning amp Development Send a Donation Payments Transfers Options Calendar Welcome Web Demo add secondary account holder 2 4 messages home Lo chatopen X logout ro Last Login 6 14 AM on 3 9 2010 EST Your Email derosccount ipsymybills con Single Payment GiftPay Pay a Bill Pay a Person Transfer Funds G lve the gift that grows Send a Donation Send a Gift Check What better way to show someone you care than by giving a gift that doesn t end It just keeps giving When you donate to your favorite charity or organization it is not just a thoughtful gesture but something When you re in the spirt of that can change the lives of many giving we offer a safe and efficient method to donate to the charty of your choice Send a donation today Choose from over 20 popular charties or designate your own
15. demosccount ipsymybills com Add a Bill Add a Bill C Add a Person C Add a Charity C Add a Gift Recipient gt The account number usually appears on your bill or Is this account at Learning and Development monthly statement to help this merchant recognize you 85 8 customer If you do not have an established C Yes account number please include any identifying Add your cable phone and information within the Account Number field electric company bils Ce Exemple Pay to the account of John Doe Add any of those companies that you pay monthly or even those What is the account type Checking that you don t pay that often You may not pay all of them but having them listed may help you To submit this request go to Add Transfer Account remember in case that bill gets lost When you answer No to the question Is this account at you will see the following statement appear on your Add screen To submit this request go to Add Transfer Account Making a payment to an external financial institution is handled through the Transfers process in your bill pay site Effective Date 2010 79 Learning amp Development Add a Payee Add a Person Add Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder i C messages home Le at open 4 logout Last Login 3 11 PM on 3 10 2010 EST Your Email demoaccount ipsymybdills com Add a Payee Add a Bil
16. 8 38 AM on 3 11 2010 EST Current PIN New PIN Verify New PIN Force me to change my pin Options Calendar Pay From Accounts e Notifications View Contact info Defaut Settings Challenge Phrases If you have a PIN that is specific to logging into your bill pay site you will be able to change your bill pay PIN You may access this option by selecting the Change PIN link under the Options tab When changing your PIN you must complete the following steps Enter your Current PIN Enter your New PIN Verify New PIN by typing it a second time oe SEM TE recurring frequency OPTIONAL You may choose to have the bill pay site Force me to change my pin ona After completing these steps please select the Submit button Your new PIN should be used the next time you log into your bill pay site Effective Date 2010 111 Learning amp Development DEFAULT SETTINGS Default Settings Payments Transfers Payees Calendar Welcome Web Demo add secondary account holder Last Login 8 38 AM on 3 11 2010 EST home Lo chat open Et logout Your Email demosccount ipsymybdills com The Default Pay From account selected wil automatically be chosen What page would you like to display when you log in to bill pay when scheduling your payments Home You have the options to change the default account when you re C Single Payments scheduling a payment or by going to View Payees and editing the p
17. Checking x Routing Number 2345678 Account Number fesee31321 Confirm Account Number fesee31321 Your Email Address demoaccount ipaymybills com Update When selecting No to the question Is this account at complete these steps to continue the Add process Enter an Account Nickname If you choose assign this new transfer account to an Account Category PLUS only Select the Account Type from the dropdown menu Enter the transfer account s Routing Number Enter the transfer account s Account Number Confirm Account Number by re entering the information Your Email Address will be the primary email on your bill pay account Select lt Next gt after entering this information Po PONS Effective Date 2010 A Learning amp Development Add Transfer Accounts NO Review Add Transfer Account Review Finished Account Nickname Worldwide You will be able to transfer to and from this account Account Holder Name Web Demo Account Category No Category Account Type Checking Institution Name Worldwide Routing Number 123456789 Account Number 456431321 Your Email Address demoaccount ipaymybills com By accepting the disclosure on a one time basis you are authorizing iPsy Technologies to cedit the above account with two small deposits and debit this account with two small withdrawals The debits and cedits will net to 0 00 These transactions are part of a ver
18. Effective Date 2010 116 Learning amp Development Future Scheduled Payments Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 10 36 AM on 3 11 2010 EST Cc a C home Le chat open logout Your Email demosccount ipsymybdills com Tuesday March 23 2010 Today s Totals Payments 65 00 Pay From Hobby Account 1753 Transfers 300 00 Pay To Amount Additional Items Total 365 00 Susan Goldman Electronic 65 00 Confirmation 6 gt lt March 2010 gt Frequency One Time it Arriv 3258 2 Mo Tu We Th Fr SCN 010 Sub Total 65 00 Total 65 00 Skipped payments not included in the total Transfer From Primary Checking 5676 Transfer To Amount Additional Items Retirement Transfer Electronic 300 00 Confirmation a Frequency One Time Narrow Display Est Arrival 2 25 2010 Account All Accounts ai Sub Total 300 00 Total 300 00 Skipped payments not included in the total What would you like to do Return to Calendar send a donation Schedule 3 reminder When you select a dollar amount reminder listed on a future date you will be directed to a screen similar to the image displayed above Payment Transfer Reminder information displayed on future dates is for payments transfers reminders that have not yet been processed or sent Thus you will have the ability to Edit or Stop these transactions from this screen Scheduled paym
19. Enter your single payment amount 6 Select your preferred Process Date by utilizing the Process Date Calendar this process was discussed in detail earlier in this manual 7 Select lt Next gt Effective Date 2010 12 Learning amp Development Pay a Person Review Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 4 47 PM on 3 5 2010 EST C messages home Ke chat open logout Your Email demosccount ipsymypbills com Pay a Person Review Pay To Pay From Amount Process Date Additional Items Robert Nelford Primary Checking 100 00 3 15 2010 Est Arrival 3 17 2010 Check Memo Add After entering your Pay a Person information you will be driven to the Review screen that is displayed above This screen will display the following information e Pay To this is the payee listed by the nickname you gave it that will be paid e Pay From the account where the payment money will be pulled from e Amount e Process Date e Additional Items Estimated Arrival Date Memo You have the option to Remove a payment from this screen by selecting the applicable checkbox or you can select lt Submit Payments gt to continue the Pay a Person Scheduling process Pay a Person Finished Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 4 47 PM on 3 5 2010 EST CE messages home Ke chatopen Ea logout
20. Learning amp Development Payments Transfers Options Calendar Welcome Web Demo add secondary account holder s Last Login 3 11 PM on 3 10 2010 EST messages home Le chat open logout Your Email demoaccount paymybils com Payee Verified Dur Friars Vanian m Oques LOC ate __ Finished __ Your new payee has been added Please allow 5 day s for your check payments to reach the payee KAREN ROBERTS Payee Status Active Payee Address 123 MAIN STREET ELIZABETHTOWN KY 42701 Payee Category No Category Default Pay From Account Primary Checking Your Email Address demoaccount ipaymybills com What would you like to do next Schedule a payment to this payee Edit 3 payee Add another payee Add 3 reminder for this payee After adding and reviewing your payee information you will be directed to this Finished screen You may schedule your first payment to this newly added payee This Finished page will also inform you how long you should allow for payments to reach this payee and whether the payment will be sent electronically or by check Add a Payee Add a Bill Bank or CU Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Cc messages home Le chat open logout Your Email demosccounticaymybills com Add a Bill Add a Payee Add a Bill C Add a Person Add a Charity C Add a Gift Recipient Is this acc
21. Log Out Reminders Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update Event Notifications With Event Notifications you can develop customized communications where you are notified each time a particular event occurs through your bill pay account A recurring transaction processes A transaction exceeds a specified amount Con of Send Notification To Email Address 7 Al Categories rl ategon A new message in my message center Payee or Account al Payees Con of Notification amount s A transfer account is approved Con of A pay from account is approved Con of You are able to manage your e Notifications under the Options tab in your bill pay site When you select to view the Event e Notifications you will see a screen similar to the image displayed above Event Notifications will be sent to you each time a particular event occurs in your bill pay account These events include the following e Arecurring transaction processes e Anew message in my message center e A transfer account is approved e A pay from account is approved e A transaction exceeds a specified amount All of these event notifications may be sent by e Email e Short Text e Both Each of these event notifications can simply be turned On and Off Effective Date 2010 102 Learning amp Development e Notifications Log Out Sched
22. Review Finished An asterisk denotes a required field Process Date The Process Date Calendar displayed above allows the subscriber to select the date they want their payment s to be processed The bill pay system will generate an Estimated Arrival Date after you select your process date This Estimated Arrival Date is the approximate date that your payment will be received by your payee PLEASE NOTE This is not a guaranteed arrival date and this date does not guarantee payment posting by your payee 1 Select your desired Process Date 2 Select lt Submit gt Effective Date 2010 10 Learning amp Development Single Payment Review Payments Transfers Welcome Web Demo add secondary account holder Last Login 2 58 PM on 3 5 2010 EST Your Email demosccount ipsymypbills com Options C messages Calendar E home Lo chat open logout Pay a Bill Pay To Amount 100 00 Pay From American Express Electronic Primary Checking Car Loan Electronic Primary Checking 100 00 Process Date 3 12 2010 3 12 2010 Submit Payments Schedule Review Additional Items Est Arrival Delivery Comment Est Arrival Delivery Comment 3 16 2010 Standard Add 3 16 2010 Standard Add Finished Remove r r After entering your single payment information you will be driven to the Review screen that is displayed above Thi
23. Transfer An asterisk denotes a required field Transfer To Transfer From Amount Process Date Additional Items Christmas Account Hobby Account 2 s 100 00 271772010 a Confirmation 26 Electronic Est Arrival 2 19 2010 Comment Add If you choose the Edit link beside a scheduled single transfer you will be presented with this Edit a Single Transfer screen You will be able to edit the following transfer information e Transfer From account e Amount e Process Date The Transfer To and Confirmation s are not able to be edited After making the appropriate and desired edits select lt Submit Changes gt Scheduled Transfers Finished Editing a Single Transfer Transfers Options Calendar Welcome Web Demo Last Login 9 25 AM on Your Email demoaccoun Edit a Single Transfer Printer Friendly Version Edit Finished Transfer To Transfer From Amount Process Date Additional Items Christmas Account Hobby Account 100 00 03 17 2010 Confirmation Electronic Est Arrival Comment Return to Scheduled Transfers All of the edits that you made will be displayed on the Finished screen Your single transfer is still scheduled and will process on the day that you chose in the amount that you entered Effective Date 2010 58 Learning amp Development Scheduled Transfers Stop a Single Transfer Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Las
24. Verity Address When arush payment address is not present in the system you will be prompted to enter a correct address Please note that this address must be a physical street address rush delivery cannot be made to Post Office Boxes This rush address is often not listed on your remittance slip so you may need to call your payee to gather the correct address information Rush delivery fees will not be refunded for an invalid or incorrect address After inputting your address please select Verify Address Effective Date 2010 36 Learning amp Development Verify Rush Address Close Standard Delivery RUSH Delivery Po Please Note Rush delivery fees cannot be refunded if you provide an invalid or incorrect rush address Name American Express Telephone 234 326 3262 Rush Payment Fee 14 95 New Delivery Date 9 17 2009 Your payments willbe sentto 101 Testing Avenue Los Angeles CA 45679 Fee Debit Authorization We agree to delwer your payment to the payee on the business day following the current process day The posting of your payment will be dependent on the payee s processing procedures By completing this expedited payment request you are also agreeing to accept the fee associated with the service This fee will be separate from the expedited transaction and will be charged directly to your current bill pay account r M Agree printer friendly version Cancel Back Submit Delivery
25. e The date the electronic payment was processed the pay from account name the amount sent to the payee and the last 4 digits of the pay from account e Anestimated arrival date for the electronic payment e If you need additional information regarding this payment you have the option to submit a payment inquiry Effective Date 2010 31 Learning amp Development Payment History Details Check Payment Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 9 25 AM on 2 10 2010 EST messages home Le open X logout Your Email demosccount ipsymybdills com This information details the timeline of your payment to Mort s Auto Service Date Event 3 1 2010 You scheduled a single payment to Morts Auto Service to process on 3 2 2010 3 2 2010 Processed Check to Morts Auto Service from your Primary Checking 5676 account in the amount of 100 00 Estimated arrival date for this payment is 3 8 2010 The payment was mailed to Track your check payment ss i travels through the US Postal Service MORTS AUTO SERVICE Date Time Location 123 MAIN STREET No tracking information available at this time ELIZABETHTOWN KY 42701 3 17 2010 Your payment has been retumed and a Bill Pay Representative will be contacting you soon to resolve this matter 8 25 2007 Payment reached the payee and has cleared View Cleared Check lt Please note Stop payments cannot be applied to this pa
26. entering the code please select the Submit button Effective Date 2010 83 Learning amp Development Add a Payee Add a Person Finished Payments Transfers Options Calendar Welcome Web Demo add secondary account holder PM on 3 C messages home Le Payee Verified Finished Important Next Steps BILLY SMITH must respond to an activation email before the first payment will process By clicking the email link BILLY SMITH will Email Address bsmith mail com be asked to submit the following on our secure site Awaiting Action By BILLY SMITH Phone Number 2246272774 4 Security Keyword first screen 2 Account Information second screen Payee Category No Category Successful completion of this one time activation will allow payments to process freely Your Email Address demoaccount ipaymybills com What would you like to do next Schedule a payment to this payee Edit 3 payee Add another payee Add 3 reminder for this payee With your activation process complete you must now wait for your payee to respond to the activation email that will be sent to them The payee will be asked to submit the following information e Keyword this is the word that you created during the setup process e Account Information the payee s account number and routing number After the payee successfully completes these two steps of the one time activation process payments to the payee will be able to process freely
27. field Account Holders Name Christmas Club Account Nickname Christmas Account Account Category Credt Cards x Routing Number 123456789 Account Number w000e 2345 Your Email Address demoaccount ipaymybills com Update Submit Changes When you select the Edit link you will be directed to the screen depicted above If you edit a transfer account you may change the account nickname and the account category PLUS product only If you need to make further changes please delete this transfer account and re add the account with the updated corrected information Effective Date 2010 48 Learning amp Development View Accounts Finished Editing an Account Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 12 54 PM on 3 10 2010 EST CE messages home Lo chat open logout Your Email demosccount ipsymybills com Edit Transfer Account Finished Account Holders Name Web Demo Account Nickname Christmas Account Account Category Credit Cards Routing Number 123456789 Account Number 12345 Return to View Account When you select the Submit Changes button on the previous screen you will be directed to the Finished screen depicted in the image above View Accounts Delete an Account Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 12 54 PM on 3 10 2010 EST Cc messages
28. of someone CYes No If you select the Send a Donation option you will be presented with a screen like the one displayed above Follow these steps to schedule your donation 1 Select Charity from the list provided Select a Pay From account Enter your donation amount Note the 1 99 Service Fee that will be assessed for all charitable donations Select a Process Date Determine if you want the charity to mail an acknowledgement of your donation to someone Determine if you want to create a personalized email to notify others of your donation Determine if you want your donation to be sent in recognition of someone 9 After entering all of this information select lt Next gt Ves amp S oS Effective Date 2010 15 Learning amp Development Send a Donation Personalize Send a Donation Schedule Personalize Add personal touches to your email notification To ensure delivery of your charitable donation message please make sure email addresses are walid Recipient Information La y J Recipient Email Address ec Dre ms oum Confirm Recipient Email Address fer melon EC ameman Email Options Do you want to disclose the amount in the email Yes f Ho Wouk you like to receive a copy of this email Yes No Ema address on file demoaccountisipay ny bills com Update Would you like mors than one party to receive a copy of the email up to 5 emails Select an image to display in the emai
29. or gift Reminder Options View Reminders Select an option from the left menu Bills Transfers C People Donations Gifts Add Reminders When you choose to View Reminders you may choose from the following options e Bills e Transfers e People e Donations e Gifts By selecting any of these 5 categories you will be able to view the reminders that you have created for each category Effective Date 2010 108 Learning amp Development e Notifications Reminders Bills Reminders You can schedule reminders for each time you need to schedule a payment transfer funds or send a donation or gift Schedule e Notifications Log Out Recurring Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update Reminder Options Bills View Reminders Pay To Car Loan Bills Transfers People Donations Gifts Add Reminders Additional Items Reminder Dste Frequency Send To Downlosd Reminder To 4 15 2010 Monthly Short Text My Microsoft Outlook Cslendsr When you choose to view one of your reminder categories in the example above the Bills category you will be able to view the following information Reminder Date Frequency Send To Email Short Text Both Download Reminder To Outlook Calendar download Stop prevent this reminder from being sent to you Effective Date 2010 109
30. please request an Activation Code to verify this transfer account By Clicking the Activate Account Now you will be Awaiting Activation asked to complete the following within the same session No Category 1 Select delivery method for Activation Code f 2 Enter the Activation Code upon receipt Checking Once the Activation Code has been submitted you will able to send Worldwi j Worldwide transfers to Worldwide 123456789 456431321 demoaccount ipaymybills com After submitting your account you will be directed to this Finished screen Before you will be able to send transfers with this account you must complete the Activation Code process detailed above Start the process by selecting the lt Activate Account Now gt button Add Transfer Accounts NO Request Code Now Request Activation Code Please select a preferred delivery method Phone Call C 1212 C 1213 C 1214 Activation Code Delivery Method Required Request Code Activate Finished How would you like to receive the Activation Code for Worldwide Email Address demoaccount ipaymybills com Update C demoaccount2 ipaymybills com Update Text Message C 2705551213 sprint com Request Code Now You will next be asked to select a preferred delivery method for this Activation Code You may choose any Phone number email address or short text address that exists on your bill pay account You can als
31. the Finished screen you will be presented with your donation Confirmation Estimated Arrival Date and the GiftPay e Fee Send a Gift Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 3 08 PM on 3 9 2010 EST CE messages home Ko chatopen X logout Your Email demoaccount ipaymybills com Single Payment G j ft Pay 2 Paya Bill Paya Person Rz sE imagine the TFs PRET possibilities Send a Gift Check through GiftPay e If you re the gift giving type and you want to Happy Birthday Best Wishes k a Congratulations So Proud make it easy for you and special for them this Just Because i a feature sweeps up birthdays new baby weddings Life s special moments shouldn t get lost in the shuffle Gift Checks are distinctive warming or just because memorable and great even at the last minute Gift giving made simple through Add Recipient Send a Gift your Bill Pay service graduation anniversaries good report card house If your Financial Institution purchases the Gift Pay feature your bill pay account will allow you to send gift checks to whomever you choose Select Send a Gift Check under the Single Payment menu Choose from the following two options e Add Recipient choose this option if you need to add a recipient e Senda Gift choose this option if the person you want t
32. will De prosecuted For suppori plessa call SRHZIHSET FERIFY POUT SELCESTISICATES You have access to world class customer service when you are a bill pay customer You may reach a bill pay support representative through the following contact methods e Phone the 800 will be listed e Live Chat when available through the financial institution These two contact methods may be accessed by selecting the Live Chat link located at the top of your bill pay homepage or the IVR phone number link located at the bottom of the page Effective Date 2010 125 Learning amp Development
33. with any payments to this deleted payee that were automatically stopped Effective Date 2010 94 Learning amp Development CATEGORIES Same steps in Transfers Section Effective Date 2010 95 Learning amp Development Section Five Options Tab Effective Date 2010 96 Learning amp Development PAY FROM ACCOUNTS Pay From Accounts Payments Transfers Payees Options Calendar T Pay From Accounts Welcome Web Demo add secondary account holder Last Login 8 38 AM on 3 11 2010 EST e e Nopfications Pe ENCRES ee View Contact info a SeMos Coountizipsyr oills cory Change PIN Defaut Settings Vi P ay From A nts Challenge Phrases Pay From Accounts The Default Pay From account selected will automatically be chosen when scheduling your payments You have the option to change the default account when you are scheduling a payment or by going to View Payees and editing the payee details View Options View Accounts Add Account Because you are using the PLUS bill pay product you have the ability to add multiple pay from accounts to your bill pay site You can add and access these accounts by selecting the Pay from Accounts link under the Options tab After making this selection you will be directed to a screen similar to the image displayed above From this screen you have two options 1 View Accounts 2 Add Account PLEASE NOTE Your Default Pay from Account will automatically be chosen when you are sche
34. you need additional information regarding this transfer you have the option to submit a transfer inquiry Effective Date 2010 61 Learning amp Development Section Four Payees Tab Add a Payee Add a Bill Effective Date 2010 62 Learning amp Development Payments Transfers Payees Options Calendar Add a Payee Welcome Web Demo add secondary account holder Last Login 1 32 PM on 3 10 2010 EST messages home Le C Add a Bi Me Add a Person C Add a Charity C Add a Gift Recipient What type of payee do you want to add pe ey x Payee PrelogdShow me Company ex Credit Card utilities or cable Ai eit able pes de Popular at C Individual landlord or daycare d L E Payees electric company biis Bank or Credit Union Add any of those companies that u pay monthly or even those t pay that often You may not pay all of them but having them listed may help you remember in case that bill gets lost You can add your payees to your bill pay account by accessing the Payees tab When selecting this tab select Add a Payee After making this selection you will be presented with the image displayed above The PLUS product allows you to choose between four different payee types 1 Add a Bill 2 Add a Person 3 Add a Charity 4 Add a Gift Recipient When you choose the Add a Bill selection you will be presented with 3 payee types to choose from 1 Company ex Credit Car
35. 10 Stop the payment series immediately Series End 09 30 2010 Frequency Monthly on the 14th Stop the series after the next payment processes Stop Payment If you choose the Stop link beside a scheduled recurring payment you will be presented with this Stop a Recurring Payment screen You will be presented with the following options What would you like to do e Stop the payment series immediately e Stop the series after the next payment processes You can initiate your chosen action by selecting the lt Stop Payment gt button Recurring Payment Stopped Payments Transfers Payees Options Calendar Welcome Larry Trainer Last Login 3 39 PM on 3 30 2010 EST C 7 messages home Lo chat open logout Your Email larry weas icaymybills com Stop a Recurring Payment Finished Pay From Amount Process Date Additional Items Secondary Account 100 00 04 14 2010 Confirmation 15 Est Arrival 04 20 2010 Delivery Standard Memo Nore Your payment series has been stopped Series Start 04 14 2010 Series End 09 30 2010 Frequency Monthly on the 14th Return to Scheduled Payments After selecting the lt Stop Payment gt button you will be directed to this Finished screen Effective Date 2010 29 Learning amp Development PAYMENT HISTORY Payment History Page Payments Transfers Payees Options Calendar inn Single Payment sr Recurring Payment 7 Scheduled Payments Add a Payee Paymen
36. 23 SEA SHORE DRIVE clicking Activate Payee Now you will be asked to ELIZABETHTOWN KY 42701 complete the following within the same session Payee Category Utilities 1 Select delivery method for Activation Code Default Pay From Primary Checking 2 Enter the Activation Code upon receipt Once the Activation Code has been submitted your What would you like to do next payments will be free to process Schedule a Payment to this payee Activate Payee Now Edit a Payee Add another payee E reminger for this After entering your Individual payee information and selecting Next you will be direct to the Finished screen similar to the image displayed above Your individual payee will now be Awaiting Activation You may initiate the activation process from this screen or you can complete the activation at a later time from your Home Page or View Payees page If you choose the Activate Payee Now button you will be directed to the next several screens Add a Payee Activation Code Request Activation Code Delivery Method Required Request Code Req uest Activation Code How would you like to receive the Activation Code for Property Management Rent Please select a preferred delivery method Phone Call Email Address C Home 3131 Updste Primary demoaccount ipaymybills com Work Noton file Updste Secondary Noton file Mobile Noton file Update Text Message C 2703005986 cingularme
37. 4 14 PM on 3 9 2010 EST Your Email demosccount iosymybills com Review Pay To Pay From Amount First Process Date Additional Items American Express Primary Checking 100 00 4 15 2010 Est Arival 4 19 2010 electronic Comment Add Series End After 60 payments Frequency Monthly on the 15th After entering your recurring payment information you will be driven to the Review screen that is displayed above This screen will display the following information e Pay To this is the payee listed by the nickname you gave it that will be paid e Pay From the account where the payment money will be debited from e Amount e First Process Date e Additional Items Estimated Arrival Date Series End Frequency If this information is correct select lt Submit Payment gt to continue the recurring payment process Recurring Payment Finished Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 4 14 PM on 3 9 2010 EST C messages home Le chatopen X logout Your Email demoaccount ipsymybills com Pay a Bill Recurring amp Printer Friendly Version gt edule Nevin Finished Pay To Pay From Amount First Process Date Additional Items American Express Primary Checking 100 00 4 15 2010 Confirmation 26 electronic Est Arrival 4 18 2010 Series End After 60 payments Frequency Monthly on the 15th To edit a payment go to Scheduled Payments Schedule another Payment
38. 5 AM on 2 10 2010 EST Recurring Transfer messages home Le open X logout demos ccount ipsyr Transfer Search Eee Transfer History Category ETOS nae AlCategores 3 1 1 gt y Laie 1 of 1 Transfer To Transferred From Primary Checking 5676 All Transfer Accounts Transferred To Amount Frequency Process Date Additional Items Process Date Range C Current Month Christmas Account RAA Electronic 200 00 One Time 3 16 2010 Confirmation 8 Details View Previous Month Last Thirty Days Custom Date Christmas Account Electronic 200 00 One Time 2 22 2010 Confirmation 5 Display Options Details View Transfer Status View Al Order By Total 400 00 Process Date Arrange Descending of Records to Return rs M View in Microsoft Excel New Search Sub Total 400 00 You will be able to search for your transfer history in your bill pay product A Transfer History search allows you to search for your transfer history 18 84 months of history dependingonthe package your Financial Institution has purchased based on your customized search parameters Follow these steps to initiate a transfer history search 1 Select Transfer History under the Transfers tab 2 Enter your search and display parameters 3 Select lt New Search gt After successfully conducting your transfer history search you will be presented with a screen similar to the one displaye
39. Account Type Secondary 1122334455 Checking Submit Account Review You will be able to pay dills as well a5 transfer from this account After entering your pay from account information you will be directed to the Review screen displayed above Please review your information for accuracy and select the Submit Account button Pay From Accounts Finished Adding Account Payments Welcome Web Demo add secondary account holder Last Login 8 38 AM on 3 11 2010 EST Your Email demosccount iosymybills com 5 Printer Friendly Version Secondary Account Status Account Number Account Type Transfers To monitor your account activity set up an e Notification Add Payment Account Awaiting Approval 1122334455 Checking Add Another Account Options Calendar Cc messages E home Lo chat open logout Finished You have successfully submitted your request to pay bills from the account listed to the left You will receive a notification in your message center when the account has been aporoved Please allow up to three business days for processing After submitting your account you will be directed to this Finished screen Your new pay from account will be Awaiting Approval this means your Financial Institution will have to approve or reject your request to add this account Your financial institution will approve or reject this pay from account in no more than 3 business days Eff
40. E home Le chat open ox logout Lx Payee Prelogd Show me Popular af Payees You will have the ability to Add a Payee from the Payments tab As you can see on the image displayed above you will be able to Add a Bill Add a Person Add a Charity or Add a Gift Recipient when selecting this option The Add a Payee functionality will be discussed in depth later in this manual Effective Date 2010 34 Learning amp Development RUSH PAYMENTS Process Date Calendar Rush Delivery Option Pay a Bill Schedule Review Finishec An asterisk denotes a required field Close X S Standard Delivery RUSH Delivery Pay Need to get it there al Rush It acct fata Carl amp Tomorrow 9 16 2009 Check 14 95 ssrz010 ER e May be scheduled until 4 00 PM ET e Check payment delivered to submitted physical address e Payment deducted from account when check clears e UPS tracking provided Cellt C Friday 9 17 2009 Check 9 95 Friday 9 17 2009 Electronic 4 95 Kay Pal Our Guarantee ss2010 E Guaranteed on time delivery for all Rush Payments If not you will be refunded up to 50 in late fees Read More would like my Rush Payment sent to 2 4 2010 HE Rush Address On File r F4 123 Rush Address Road Rushing City Rushing State 11111 Mort Selec Rush Address give you Cancel Next gt gt When yo
41. Office Depot Select new Category Utilities Mortgage 5 Select new Category Robert Nelford Select new Category PEN ECTS I Transfer Assign Category Retirement Transfer Select new Category Wachovia see new Category Submit Changes If you are a PLUS product user you will have access to Categories By using this feature you will be able to create as many Transfer Categories as you wish After creating the categories you may place your transfer accounts into the appropriate transfer category that you have created Select the Add a Category link from the left of this screen to begin the process of adding your desired category Effective Date 2010 50 Learning amp Development Add a Category Payments Transfers Welcome Web Demo add secondary account holder Last Login 12 54 PM on 3 10 2010 EST Add New Category Provide a Category Name Category Name Temporary Bills Select the payees and accounts you would like to assign to this category Bill Person F Morts Auto Service F Office Depot F Susan Goldman C Mortgage F Robert Nelford _ Suzy at College Options Calendar Cc messages E home Le open logout Transfer _ Retirement Transfer _ Wachovia After selecting the Add a Category link you will be directed to the screen depicted in the image above Add New Category You will need to provide a name for this new category Also you will be able to sel
42. Payees feature for the first 90 days after your bill pay enrollment is approved You may access this feature from your bill pay site homepage by selecting the Show popular payees link Effective Date 2010 123 Learning amp Development Popular Payees Listing Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 11 11 AM on 3 11 2010 EST messages home Le hat open X logout Your Email demoaccount paymybils com Add a Payee C Add a Bill Add a Person C Add a Charity Your friends and family st Learning and Development sre making osyments to these payees If you see any of your psyees simply click the add button If you do not see any of your payees or would prefer to add them manually you can always use the Add a Gift Recipient links on the left side of this page Add a Bill Add your cable phone and ee ONE Add Need Assistance electne company bills Account Number Verify Account Number Add any of those companies that you pay monthly or even those that you don t pay that often You may not pay all of them but having DISCOVER CARD them Ested may help you Electronic remember in case that bil gets lost No Worries You can always retrieve this list CHASE MASTERCARD D U by returning to the Payee tab AND VISA IP Fe and selecting Add a Payee Electronic Account Number Verity Account Number Then just look for the image below Account Number Ver
43. Payments tab 2 Enter your search and display parameters 3 Select lt View gt After successfully conducting your scheduled payment search you will be presented with a screen similar to the one displayed above On this screen you will be able to view the following information e Pay To Payees nickname that you assigned will be displayed e Amount e Process Date e Additional Items Confirmation Frequency Estimated Arrival Date e Edit e Stop e Payment Amount Sub Total from each Pay From Account e Total from ALL Pay From Accounts Effective Date 2010 25 Learning amp Development Scheduled Payments Edit a Single Payment Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 4 14 PM on 3 9 2010 EST Cc messages home Le chat open X logout Your Email demosccount ipsymybills com Edit a Single Payment Amount Process Date Additional Items Susan Goldman Hobby Account 6500 03222010 Ts Confirmation Awaiting Activation Est Arrival Delivery Comment If you choose the Edit link beside a scheduled single payment you will be presented with this Edit a Single Payment screen You will be able to edit the following payment information e Pay From account e Amount e Process Date The Pay To and Confirmation s are not able to be edited After making the appropriate and desired edits select lt Submit Changes gt S
44. Skip the payment scheduled on skip one payment in the recurring series e Change the payment scheduled on change one payment in the recurring series e would like to change the entire series edit all payments in the recurring series Finished Editing a Recurring Payment Transfers Welcome Larry Trainer Last Login 3 39 PM on 3 30 2010 ES Your Email larry weas ipaymybills com 8 Printer Friendly Version Pay To Pay From JC Penny s Check Secondary Account Your payment on 5 14 2010 will be skipped Options Calendar Cc messages E home Le chatopen logout Edit a Recurring Payment Additional Items Confirmation Est Arrival Delivery Memo Series Start Series End Frequency Amount Process Date 100 00 05 14 2010 Return to Scheduled Payments Finished 15 04 20 2010 Standard None 04 14 2010 0830 2010 Monthly on the 14th All of the edits that you made will be displayed on the Finished screen Your recurring payment series is scheduled as you indicated and will process on the dates you selected in the amount you entered Effective Date 2010 27 Learning amp Development Scheduled Payments Stop a Single Payment Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 4 14 PM on 2 9 2010 EST C messages home Lo chatopen logout Your Email demosccount ipsymybills com Stop a Single Payment Pay To Pay From P
45. The final step of scheduling your rush payment involves agreeing to the Fee Debit Authorization This authorization states that you accept the rush payment fee that will be assessed for delivering this payment 14 95 9 95 or 4 95 The authorization also states that 2 separate debits will appear on your pay from account 1 Rush Payment Fee will appear on the process date 2 Payment Amount for Next Business Day and Second Day Standard will appear when the payee cashes the check payment amount for Second Day Economy will appear on the payment process date Select the I Agree checkbox after agreeing to the Fee Debit Authorization Finally select the Submit Delivery button to complete the rush payment scheduling process Effective Date 2010 37 Learning amp Development Section Three Transfers Tab Effective Date 2010 38 Learning amp Development ADD TRANSFER ACCOUNTS Add Transfer Accounts Payments Transfers Options Calendar Welcome Larry Trainer add secondary acco SM9le Transfer Last Login 2 34 PM on 3 18 2010 EST Recurring Transfer C messages E home Le chat open X logout Your Emait lary wess icevmvbills o Scheduled Transfers Transfer Histo Add Transfer Account An asterisk denotes required field Is this account at Learning and Development Do you have more than one account with Learning and Development if so you may sdd them to expand your selection of bill psy
46. Your Email demos unt psymybills com Add a Bill US Bank VISA Lender Status Awaiting Activation Account Number 1234567891234567 Account Type Loan Payee Category Credit Cards Default Pay From Primary Checking What would you like to do next Schedule a Payment to this payee Options Calendar ee Finished Your new payee is ready for activation For security purposes please request an Activation Code to verify this payee before sending payments By Clicking Activate Payee Now you will be asked to complete the following within the same session 1 Select delivery method for Activation Code 2 Enter the Activation Code upon receipt Once the Activation Code has been submitted your payments will be free to process Activate Payee Now After submitting the mailing address from the previous screen you will be directed to the Finished screen Your payee is now in Awaiting Activation status please select the Activate Payee Now button to initiate the activation code process After you complete the activation code process your payee will be Active and able to have payments sent to it Effective Date 2010 78 Learning amp Development Add a Payee Add a Bill Add a Checking Account NO Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Cc messages home Lo chat open logout Your Email
47. a iPay lechnologies Bill Pay e PLUS Product Process Date Users Manual Bill Pay PLUS Product User s Manual Table of Contents Topic Page Section 1 Introduction Login and Home Page 4 Section 2 Payments Tab 8 Section 3 Transfers Tab 38 Section 4 Payees Tab 62 Section 5 Options Tab 95 Section 6 Calendar Tab 113 Section 7 Additional Features 119 Effective Date 2010 2 Learning amp Development Welcome to the Bill Pay Plus Features In this tutorial you will learn how to utilize your Bill Pay Product functionality and all of its time and money saving features we 2 DE 2 A y Important message The screens you will see in this tutorial were made for demo purposes only and may contain unrealistic payment and payee information If you have questions that are not addressed in the tutorial please contact our Fl Support specialists or your Bill Pay Program Administrator Effective Date 2010 3 Learning amp Development Section One Introduction Login and Home Page Effective Date 2010 4 Learning amp Development User ID Login Login to Bill Pay Bill Payment System Requirements Private information shared with websites is only as safe as UserID your web browser To ensure successful login to your bal payment accourt we strongly suggest you test your browser To check your browser s securky and compatiblity with Pay Technologies secure system please ere cl
48. alendar Welcome Web Demo add secondary account holder j Last Login 3 08 PM on 3 9 2010 EST C messages home Le chat open logout Your Email demoscoount icsymybills com Send a Gift Personalize An asterisk cenctes s required field Select an Occasion Click the thumbnail to select an image Holiday C Baby S Birthday Just Because C Graduation C Weddin s Fe 9 A You will have the ability to personalize your gift check Follow these steps to personalize 1 Select an Occasion from the list provided 2 Select an image from the thumbnails provided these change based on the occasion you select 3 After making these selections select lt Next gt Effective Date 2010 20 Learning amp Development Send a Gift Personalize Thumbnail Selected Payments Transfers Options Calendar Welcome Web Demo add secondary account holder messages home KeK hatopen logout Last Login 3 36 PM on 3 9 2010 EST Your Email demoaccount ipsymybills con Send a Gift Personalize An asterisk denotes s required field MOP A Create your message Custom Occasion Dear Frea ex Happy Mothers Day Dear Fred max 30 characters Opening Message apran bapa apoy Birthday ex Dear Mary Personalized Message ishing you the very best a Characters remaining F T4 Closing Message ex Sincerely After selecting your Occasion you should next
49. and transfer accounts Or you may Yes add an account outside of Leaming and Development C No You may add transfer accounts to your bill pay account Follow these steps to initiate the process 1 Select Transfers 2 Select Add Transfer Account Add Transfer Accounts Challenge Phrase Payments Transfers Options Calendar V elcome Web Demo add secondary account holder Last Login 9 25 AM on 2 10 2010 EST messages ft home Le chat open logout Your Email demosccountftiseymynilts com Add a transfer account An ounce of prevention Please enter your Challenge Response to AS you know your bill payment service is highly secure We ll ask you to answer a challenge phrase prior to highly sensitive City you were bom transactions such as this as a means to provide you with the highest degree of security fraud protection and privacy Is worth a pound of cure After selecting Add Transfer Account you will be posed with one of your Challenge Phrases Respond to the phrase correctly and select lt Submit gt Effective Date 2010 39 Learning amp Development Add Transfer Accounts Is this account at Yes Payments Transfers Payees Options Calendar Cc messages E home Lo open Eu logout Velcome Larry Trainer add secondary account holder ast Login 2 34 PM on 3 18 2010 EST Aipaymydilis cor Add Is this account at Learning and Development Yes C No Account N
50. ata requested you will be directed to this Review screen On this screen you will see the following information e Account Nickname e Account Number e Account Type If this information is correct select lt Submit Account gt Add Transfer Accounts YES Finished Payments Welcome Larry Trainer ds n Last Login 234 PM on 3 18 2010 EST Your Ema lary weas ipaymybills com Payees Options Add Transfer Account Calendar amp Printer Friendly Version Finished The account has been added awaiting Hobby Account Status Account Number Account Type approval fou will be notified via secure message when Awaiting Approval your account is approved for tra 12345 Checking Add Another Account nsfer and bill After submitting the account you will be directed to this Finished screen At this point the account has been added awaiting approva ig Your Financial Institution will approve or reject this new transfer account within 3 business days and will notify you of their decision via a secure message delivered to your bill pay account Effective Date 2010 41 Learning amp Development Add Transfer Accounts NO Add a Transfer Add Transfer Account Review Finished An asterisk denotes a required field Is this account at iPay Technologies Yes Account Holder Name Web Demo Account Nickname Wordwide Account Category No Category x Account Type
51. ayed during your login you will see it appear briefly at the top left corner of your home page as displayed below If you do not see your Security Key in either location please contact us immediately so that we can ensure that your information is secure Home Page eicome Web Demo add secondary account holder ast Loain 1 42 PM on 2 11 2010 EST messages ff home Le open xX logout unter a VOSS LOI Thursday March 18 2010 newmessages A faster way to pay Luxe shortcut ne ars ing Wee i azi 086 your attentionrequired Show me Payee Preload roy mer esentin ME Payees Christmas Account n mais A D Y E de ET A ZAS AI S TESE Money Market erty Account American Express 1 000 00 3 2 Fred Andrew Nelson Red Cross Mongage et D Ne a SA Cr a my Retirement AS ed au Transfer i Io VES 2 Susan Goldman 65 00 3 23 2010 Edit Tota 2 575 50 Total 51 915 00 550 00 3 18 2010 z Send Donation to Fred Andrew Nelson The PLUS product home page contains a large amount of data and links all of which will be discussed and described in detail throughout this manual The five major Tabs displayed on the home page include 1 Payments 2 Transfers optional 3 Payees 4 Options 5 Calendar You will also be able to view the following information e New Messages posted to your bill pay account as a secure message e Attention Required Payees payments that require your attention e Transactions pro
52. ayee C shortcut details Let us speed up the process by anticipating the payments you ll likely What Pay From Account would you ike to set as defaut make based on your payment history Primary Checking Single Transfers C View Payees C View Transfer Accounts C Calendar Your bill pay site has 2 default settings that you can manage e Default Pay From e Default Page If you have multiple pay from accounts you may select your default account from this page Additionally you may select the page to be displayed when you first log into your bill pay site After making these choices please select the Submit button Default Settings Finished Default Settings New Default Page Home Default Pay From Primary Checking After submitting your new default settings you will be directed to the Finished screen where your New Default Page and Default Pay From will be displayed Effective Date 2010 112 Learning amp Development CHALLENGE PHRASES Challenge Phrases Payments Transfers Payees Options Calendar a Pay From Accounts Welcome Web Demo add secondary account holder e Notifications M home Le hat i Last Login 8 38 AM on 3 11 2010 EST chat open ogout n demo er View Contact Info a Change Pri Defaut Setting Manage Challenge Phrase_ 9 Phrases ccount ipavmvbils com Select Challenge Phrase iray Technologies takes the security of your account and personal information very se
53. business open xX logout After answering your challenge question successfully you will be directed to this Add screen Since you are adding an Individual as a payee you will need to add the following payee information on this screen e First Name of the individual payee e Last Name of the individual payee e Nickname a name that you can easily recognize e Phone Number this is the individual s phone number not yours e How would you like this payment to be sent Electronic OR Check e If you select Electronic you must enter the account and routing number information for the individual If you select Check a mailing address must be entered e Account Type Checking or Savings e Payee Category PLUS only e Default Pay From Account After entering all of this information select the Next button Add a Payee Add a Bill Individual Finished Effective Date 2010 67 Learning amp Development Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 2 54 PM on 3 10 2010 EST messages home Lo cl Your Email demosccount ipsymybdills com Add a Bill Printer Friendly Version ele Finished Property Management Rent Your new payee is ready for activation i For security purposes please request an Activation Payee Status hating Activation Code to verify this payee before sending payments By Payee Address 1
54. cessed since last login e Reminders sent since last login e Shortcut optional e Popular Payees Available first 90 days after enrollment e Transactions scheduled to process Effective Date 2010 6 Learning amp Development Main Page Functionality Post It Alerts and Links Payments Transfers Payees Options Calendar pA Aas home 9 chatopen iogout t Chat Link Primary Name Payments returned Secondary Account Holder Last login and Email Payees requiring activation New messages in the Message Center Your home page will also display the following personal information e Primary Subscriber Name Link to add secondary account holder e Last login time and date e Primary Subscriber email address The displayed Post It Notes appear when specific actions occur on your bill pay account Click for Returned Payments When one of your bill pay payments is returned the displayed Post It Note will appear on your bill pay home page Clicking the note will take you to detailed information regarding this returned payment Click here to Activate Payees When a new payee that you add to your bill pay account requires the completion of an Activation Code the displayed Post It Note will appear on your bill pay home page Clicking the note will take you to a page where your Activation Code may be requested and submitted You have a new Message This Post It Note appears when you have a new Secure Message sent to yo
55. cheduled Payments Finished Editing a Single Payment Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 4 14 PM on 3 9 2010 EST past no ou emoscount iceymybills c Edit a Single Payment Edit Finished Pay From Process Date Additional Items Susan Goldman Hobby Account 3 22 2010 Confirmation Return to Scheduled Payments All of the edits that you made will be displayed on the Finished screen Your single payment is still scheduled and will process on the day that you chose in the amount that you entered Effective Date 2010 26 Learning amp Development Editing a Recurring Payment Payments Welcome Larry Trainer Last Login 3 39 PM on 3 30 20 Transfers Options Calendar Secondary Account What would you like to do C Skip the payment scheduled on C Change the payment scheduled on C would like to change the entire series Edit a Recurring Payment Amount Next Process Date 100 00 04 14 2010 Additional Items Confirmation Est Arrival Delivery Memo Series Start 4 14 2010 Series End Frequency 15 04 20 2010 Standard Nore 04 14 2010 05 20 2010 Monthly on the 14th If you choose the Edit link beside a scheduled recurring payment you will be presented with this Edit a Recurring Payment screen You will be able to edit the following payment information What would you like to do e
56. com Request Code Now You may choose to receive your Activation code by a phone call to your email address or by text message After selecting your preferred delivery method select the Request Code Now button Add a Payee Activate Effective Date 2010 68 Learning amp Development Payments Transfers Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Your Email demoaccount ipaymybills com Activation Code Request Received Activate Activate Payee Plesse activate Property Management Rent by entering your code below Your activation code should arrive within moments Please remain in session while the Activation Code is being sent to demoaccount ipaymybills com 0 Click here if you do not receive a code or would like a new one Please wait Enter Activation Code After you select Request Code Now you will directed to the Activate screen displayed in the image above Please note the following e Your activation code will be sent to you within a few moments e Remain in your bill pay session until you enter the code if you leave your current bill pay session before entering the code you will have to request a new code be sent because the original code sent will be deactivated e After receiving your code enter it in the space provided Enter Activation Code field e Select the Submit button Add a Payee Finished Effective Date 2010 69
57. ct four small transactions to your account two credits and two debits The total amount of the credits will equal Account Status Awaiting Verification the total amount of the debits leaving your account balance unchanged These transactions should appear in this account in Account Category No Category 2 3 business days Account Holder Name Web Demo Account Type Checking Institution Name Worldwide Routing Number 123456789 Account Number 456431321 Your Email Address demoaccount ipaymybills com What would you like to do next Transfer Funds Edits Psyee Add another payes Add a reminder for this osyee After successfully entering the Activation Code and selecting lt Submit gt you will be directed to this Finished screen Effective Date 2010 AG Learning amp Development VIEW ACCOUNTS View Accounts Payments Transfers Payees Options Calendar Welcome Larry Trainer add secondary account holder Last Login 9 06 AM on 3 19 2010 EST Your Email larry weas ipaymybills com Payee Menu Add a Paves _ All Payees Account Nickname Additional Items C Bills Worldwide Transfer Type O y People Account Number C Charities Category C Gift Recipients Wachovia Transfer Type Account Number Category My Bank Electronic Transfer Type a Account Number 1580 Category No Category Last Transferred 200 00 on 07 15 2009 Retirement Transfer Electronic Transter Type SLI Account Number 0788 Category No Categor
58. d utilities cable etc 2 Individual ex Landlord daycare etc 3 Bank or Credit Union ex Loans You will see the Add a Bill Company option discussed on the next several pages Add a Payee Add a Bill Company Effective Date 2010 63 Learning amp Development Payments Last Login 1 32 PM on 3 10 20 Add a Bill C Add a Person C Add a Charity C Add a Gift Recipient Add your cable phone and electric company bils Add any of those companies that Transfers ondary account holder ST Welcome Web Demo add sec ry on 3 10 2010 ES Payee Name Account Number Confirm Account Number Phone Number Payees Options No n Electric 147852 147852 270 272 osso Calendar you pay monthly or even those that you don t pay that often You Payee Zip Code may not pay all of them but having them listed may help you Wee Demo Account Holder Name remember in case that bill gets lost When selecting the Add a Bill Company option you will be directed to a screen similar to the image depicted above On this Add screen you must enter the following information related to your payee Payee Name Formal name from remittance slip bill Account Number your account number with this payee Confirm Account Number Phone Number this is the payee s phone number from remittance slip bill Payee Zip Code Account Holder Name this will be default
59. d above On this screen you will be able to view the following information e Transfer To e Amount e Frequency e Process Date e Additional Items Confirmation View Details e Transfer Amount Sub Total e Total Transfer Amount Effective Date 2010 60 Learning amp Development Transfer History Details Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 9 25 AM on 3 10 2010 EST messages E home Lo open logout al demosccount ipsymybills cor View Transfer History Details 5 Printer Friendly Version This information details the timeline of your transfer to Christmas Account Date Event 3 15 2010 You scheduled a single transfer to Christmas Account to process on 3 16 2010 3 16 2010 Processed Transfer to Christmas Account from your Primary Checking 5676 account in the amount of 200 00 Estimated arrival date for this transfer is 3 18 2010 Need more information about this transfer Send a transfer inquiry Return to Transfer History The Transfer History Details will look similar to the information displayed above The important information detailed on this screen includes the following e The date you scheduled the transfer to process e The date the transfer was processed the Transfer To account name the Transfer From account name the amount transferred and the last 4 digits of the Transfer From account e An estimated arrival date for the transfer If
60. ds presented to you and select the Next button Effective Date 2010 106 Learning amp Development e Notifications Add Reminders Finished Schedule e Notifications Log Out Recurring Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update Printer Friendly Version ochnedule Finished Pay To Reminder Date Reminder Type Additional Items Car Loan 4 15 2010 Pay a Bill Send To Short Text Address Frequency Monthly on the 15th Downlosd Reminder To My Microsoft Outlook Calendar Schedule More Reminders After entering your reminder information you will be directed to this Finished screen You may review the reminder information that you entered PLEASE NOTE Bill pay reminders may be downloaded to your Microsoft Outlook Calendar Simply select the My Microsoft Outlook Calendar link to initiate the download If you delete your bill pay reminder in your bill pay account you will have to manually remove the reminder that was downloaded to your Outlook calendar Effective Date 2010 107 Learning amp Development e Notifications Reminders View Schedule e Notifications Log Out Recurring Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update Reminders You can schedule reminders for each time you need to schedule a payment transfer funds or send a donation
61. duling your payments You may change this account at any time and you may change the pay from account for each payment you schedule Effective Date 2010 97 Learning amp Development Pay From Accounts Add Account Transfers Options Calendar Welcome Web Demo add secondary account holder CE messages E home Lo chat open logout Last Login 8 38 AM on 3 11 2010 EST Add Payment Account An asterisk denotes a required field Add Account increase your bill payment options by adding other Learming enc Develooment accounts The account will be available for use within A i L ccount Nickname three business days Please note that bill pay transactions cann accounts Confirm Account Number Account Number ot process from savings Account Type When you choose the Add Account option you will be directed to a screen similar to the image displayed above You must add the following information on this screen e Account Nickname e Account Number e Confirm Account Number e Account Type After entering this information please select the Next button Effective Date 2010 98 Learning amp Development Pay From Accounts Review Account Payments Welcome Web Demo add secondary account holder Last Login 8 38 AM on 3 11 2010 EST Your Email demoaccount ipsymybills com Transfers Payees Add Payment Account Add Account Account Nickname Account Number
62. e that will help you identify this payee e Category PLUS product only e Default pay from account the account that will be used to pay this payee Next you will be asked Where should we send the payment Please enter the following information e Payee Address e City After entering this information please select the Next button Add a Payee Add a Bill Yes Bank or CU Loan Finished Effective Date 2010 To Learning amp Development Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Do you like what you see Last Login 8 42 AM on 5 31 2010 EST A CAriroll now Click here to enroll in bn messages E home Le chat open Your Email demosccount ipsymybills bil pay Add a Bill 8 Printer Friendly Version Add LeVIEW Finished Learning and Development Your new payee is ready for activation Lender Status Awaiting Activation For security purposes please request an Account Number 123123 Activation Code to verify this payee before sending payments By clicking Activate Payee Account Type Loan Now you will be asked to complete the following Payee Category No Category within the same session 1 Select delivery method for Activation Code Default Pay From Primary Checkin ne y y 9 2 Enter the Activation Code upon receipt What would you like to do next Once the Activation Code has been submitted Se D Sd iii your payments will be free to process Edit a Pay
63. ect the transfer accounts that you would like assigned to this new category by selecting the checkbox beside the transfer account name After entering the Category Name and selecting the transfer accounts to be applied to this category select the Submit button Effective Date 2010 51 Learning amp Development Finished Adding a Category Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 12 54 PM on 3 10 2010 EST messages t home Le chat open logout Your Email demoaccount ipsymybills corm Add New Category The below category has been created Category Name Temporary Bills The following payees and transfers were assigned to this category Bill Person Morts Auto Service Office Depot To view or edit a category go to Categories Add Another Category After submitting your new category you will be directed to a screen similar to the image depicted above The new category that you created along with the payees and transfers that you assigned to this category will be displayed Effective Date 2010 52 Learning amp Development SINGLE TRANSFER Schedule a Single Transfer Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 11 28 AM on 4 20 2010 h s w 1 888 888 8888 3 email chatopen Your Email demosccount ipsymybills com Select a Category Transfer Funds All Categories S
64. ective Date 2010 2 Learning amp Development Pay From Accounts Active Accounts Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 6 38 AM on 3 11 2010 EST Your Email demoaccount ipsymybdills con View Pay From Accounts Pay From Accounts The Default Pay From account selected will sutomatically be chosen when scheduling your payments You have the option to change the default account when you are scheduling a payment or by going to View Peyees end editing the payee details View Options Active Accounts View Accounts Nickname Additional Items Default Pay From Ao nt Numb Active Accounts Hobby Account a ees Account Type Account Nu Primary Checking pount Number Account Type Account Number Secondary Checking SEEN Account Type C Pending Accounts Add Account Submit Changes When you select the View Accounts option you will be directed to a screen similar to the image displayed above You have the option to view Active Accounts or Pending Accounts When viewing your Active Accounts as displayed above you will be able to view the following information e Nickname the account nickname you provided for each pay from account e Additional Items Last 4 digits of Account Account Type e Default Pay From one account will be selected automatically selected when scheduling payments e Delete all pay from accoun
65. ed to the primary subscriber s name but can be changed to reflect the actual name of the person attached to this bill After entering this information select the Next button Add a Payee Company Review Effective Date 2010 64 Learning amp Development Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 1 32 PM on 3 10 2010 ES messages E home Le open xX logout our Email demoaccount ipsymybills cor Review Que need more information about your payee Payee Name NOLIN RURAL ELECTRIC COOPERATIVE CORPORATION This ig not my payee Payee Nickname Noun RURAL ELECTRIC Account Number 147852 Phone Number 270 272 0590 Zip Code 42701 Account Holder Name Web Demo Payee Category Default Pay From Account After submitting your payee information you will be directed to the Review screen similar to the image depicted above From this screen be sure to identify that this is indeed the payee that you intend to pay from this bill pay site Additionally you may add the following information from this review screen e Payee Nickname this will be defaulted to the formal payee name that you entered but it can be changed to a name that would enable you to easily identify this payee e Payee Category PLUS product only e Default Pay From Account if you have added multiple pay from accounts select the appropriate account to pay this bill Aft
66. ee Activate Payee Now After submitting the mailing address from the previous screen you will be directed to the Finished screen Your payee is now in Awaiting Activation status please select the Activate Payee Now button to initiate the activation code process After you complete the activation code process your payee will be Active and able to have payments sent to it Add a Payee Add a Bill No Bank or CU Effective Date 2010 74 Learning amp Development Payments Transfers Payees Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Your Email demosccount ipsymybills com Add a Bill Add a Bill C Add a Person C Add a Charity C Add a Gift Recipient I Is this account at Learning and Development C Yes Add your cable phone and electric company bils No Add any of those companies that you pay monthly or even those What is the account type that you don t pay that often You elect Account Type may not pay all of them but having them listed may help you remember in case that bill gets lost Options Calendar Cc messages home Ke chatopen X logout When answering No you will be prompted to select an account type choose from the following e Loan e Credit Card e Checking e Savings Effective Date 2010 75 Learning amp Development Add a Payee Add a Bill No Bank or CU Credit Card Payments T
67. elect Transfer From Add Transfer Account Close X Transfer From Process Date Standard Delivery 423720 10 Schedule Review Finished An asterisk denotes s required field Awaiting Activation Hobby Account My Bank FN My Bank eee Tan em Ol fas 20 10 May 2010 o C Primary Account Su Mo Tu We Th Fr Se Su Mo Tu We Th Fr Sa M Secondary Checking Select a transfer from the Vacation Savings 3 5 7 19 F3 10 11 12 13 1 WEDNESDAY 23 Est Arrival is the estimated date the biller will receive the peyment warning When your Financial Institution purchases the optional Transfers feature you will be able to schedule transfers through your bill pay account Follow these steps to schedule a Single Transfer 1 Select Single Transfer under the Transfers tab Select your desired Transfer From account on the left of this screen Select your desired Transfer To account Enter your transfer Amount Select a Process Date from the process date calendar the steps here are the same as those detailed in the Payments section of this manual 6 Select lt Next gt after entering this information oe PLEASE NOTE You are not able to Rush a Transfer Effective Date 2010 53 Learning amp Development Single Transfer Review Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 9 25 AM on 3 10 2010 EST You
68. ents transfers reminders were discussed earlier in this manual Effective Date 2010 117 Learning amp Development Select a Blank Calendar Date Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 10 36 AM on 3 11 2010 EST messages E home Le open X logout demosccount ipsymybills cor You have selected the date 3 24 2010 What would you like to do on this date C would like to schedule a payment would like to schedule a transfer C would like to send a gift check C would like to send a donation C would like to schedule a reminder Return to Calendar Next When you select a blank future calendar date you will be presented with a screen similar to the image displayed above Your selected date will be displayed and you will be able to choose from the following options e would like to schedule a payment e would like to schedule a transfer e would like to send a gift check e would like to send a donation e would like to schedule a reminder After making your choice please select the Next button Each of these available options were discussed earlier in this manual Effective Date 2010 118 Learning amp Development REMINDERS Reminders Payments Transfers Payees Calendar Welcome Web Demo add secondary account holder Last Login 10 36 AM on 3 11 2010 EST Your Email demoaccount ipsymybills com Schedule e Notifica
69. er Finished Payments Transfers Welcome Web Demo add secondary account holder Transfer From Transfer To Hobby Account Christmas Account 01753 2345 electronic To edit a transfer go to Scheduled Transfers Transfer Funds Amount First Process Date 100 00 4 15 2010 Schedule Another Transfer Options Calendar Cc messages E home Lo chat open logout Finished Additional Items Confirmation 27 Est Arrival 4 19 2010 Seres End After 60 trensfers Frequency Monthly on the 15th After submitting the recurring transfer you will be issued a Confirmation on the Finished screen that is displayed above Effective Date 2010 56 Learning amp Development SCHEDULED TRANSFERS Scheduled Transfers Page Payments Transfers Single Transfer Welcome Web Demo add secondary account Last Login 9 25 AM on 3 10 2010 ES ail demosccount ipsyr View Options Sort By Franster To a Arrange Ascend ng Date Range Max 60 days From maj To Ta View Recurring Transfer Transfer History Add Transfer Account se View Accounts Categories Transfer From Hobby Account 1753 Transfer To Amount Christmas Account Electronic 100 00 Christmas Account Sub Total 200 00 Transfer From Primary Checking 5676 Transfer To Amount Retirement Transfer ar 300 00 Sub Total 300 00 Total 500 00 Skipped transfers not included i
70. er entering this information and confirming this is the correct payee select the Submit Payee button Add a Payee Company Finished Effective Date 2010 65 Learning amp Development Payments Transfers Options Welcome Web Demo add secondary account holder Last Login 1 32 PM on 3 10 2010 EST Your Email demosccount ipsymybdills com es Printer Friendly Version Finished NOLIN RURAL ELECTRIC COOPERATIVE CORPORATION Your new payee has been added and you may schedule your first payment today Account Number 147852 Please allow a minimum of 2 day s for your electronic Payee Category No Category payments to reach this payee Default Pay From Primary Checking Account Holder Name Web Demo What would you like to do next Schedule a Payment to this payee After adding and reviewing your payee information you will be directed to this Finished screen You may schedule your first payment to this newly added payee This Finished page will also inform you how long you should allow for payments to reach this payee and whether the payment will be sent electronically or by check Add a Payee Add a Bill Individual Challenge Phrase Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 2 54 PM on 3 10 2010 EST messages f home Le chart open logout our Email demoaccount ics bills cor Add a Bill An ounce of prevention pi enter
71. eview all of the displayed payment information for accuracy If the information is incorrect select the Edit button to make changes If the information is correct select the Submit Payments button View Payees Finished Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 6 38 AM on 3 11 2010 EST Your Email demoaccount ipaymy Pay a Bill Finished Pay From Amount Process Date Additional Items American Express Primary Checking 100 00 3 18 2010 Electronic Confirmation Est Arrival Delivery Comment To edit a payment go to Scheduled Payments To monitor your account activity set up an e Notification Return to View Payees After submitting your payments you will be directed to the Finished screen displayed in the image above Each scheduled payment will be assigned a Confirmation so you can easily locate and identify the payment in the future Effective Date 2010 91 Learning amp Development View Payees Edit a Payee Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 8 38 AM on 3 11 2010 EST Your Email demosccount ipsymybdills com Edit a Payee Edit An asterisk denotes s required field Payee Name AMERICAN EXPRESS dareena Account Holder Name Web Demo ts Phone Number 800 528 2122 Payee Nickname ican Express Payee Account Number 1234567890123456 Payee Category Credit Caras
72. ghty Five Cents Pay fo the SOME COMPANY NAME Order of PAYMENT PROCESSING 1234 ANY STREET ANY TOWN USA 12345 1234 ee a a POCET CORTAS Pa a ee YWOOO900000 be UOL23I05608 Oka 159P 000000254564 Back of Check K OF AY TOW USA 1244547090 FAS 68 16 Oia Doro 1 125658789 025 256987 25487 59 FOR DEPOSIT ONLY TO WITHIN 64300026 HAMED PAYEE 1659232490 71 001 iow SSB OEM HU Aes pi ee de es Tin I die When your Financial Institution offers the View Cleared Check functionality you will be able to see a front and back image of your cleared checks sent through bill pay You will also have the ability to print this image The front and back image becomes available after the check clears Effective Date 2010 33 Learning amp Development ADD A PAYEE Add a Payee Link under the Payments Tab Payments Single Payment Recurring Payment ENT payment History Add a Bill C Add a Person C Add a Charity C Add a Gift Recipient Add your cable phone and electric company bills Add any of those companies that you pay monthly or even those that you don t pay that often You may not pay al of them but having them listed may help you remember in case that bill gets lost Transfers Payees Add a Bill What type of payee do you want to add Company ex Credit Card utilities ex landlord or daycare C Individual ex loans Bank or Credit Union Calendar Options Cc messages
73. gout Your Email demoaccount ipaymybills com Delete American Express 345 Pay To Amount Process Date Additional Items American Express 1 000 00 3 22 2010 Confirmation Electronic Frequency American Express 100 00 3 18 2010 Confirmation Electronic Frequency Cancel Delete Payee When you select the Delete link from the View Payees page you will be directed to a screen similar to the image displayed above If you have payments scheduled to this payee they will be displayed on this screen Any scheduled payments will be automatically stopped when you delete the payee Please select the Delete Payee button to initiate the action Effective Date 2010 93 Learning amp Development View Payees Finished Deleting a Payee Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder n phone C messages home Lo chatopen logout Your Email Semoscount ipsymyt _ Finished r The payee was deleted and the following erican Express paymentis were stopped 3456 Pay To Amount Process Date Additional Items American Express 1 000 00 3 22 2010 Electronic Confirmation Frequency American Express 100 00 3 18 2010 Electronic Confirmation Frequency Return to View Payees After selecting the Delete Payee button you will be directed to this Finished screen You will see the payee that you deleted along
74. harity On this Review screen you will be able to view the Charity Name that you entered and the address that donations will be sent to If this information is correct please select the Submit Charity button Effective Date 2010 g5 Learning amp Development Add a Payee Add a Charity Finished Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Cc messages x home Ke chatopen 40 logout Your Emat denoscounticeymybills com Add a Charity Finished Plesse allow a minimum of 9 day s for your Veterans of America check payments to reach this payee 123 Sea Shore Drive Donation will be sent to Tampa FL 25896 What would you like to do next Schedule a donation to this charity Edit a charit Add another charit Add a reminder for this charit After submitting your charity information you will be directed to a Finished screen similar to the image displayed above Your charitable donations will be sent by check to the address displayed Effective Date 2010 86 Learning amp Development Gift Recipient Add a Gift Payments Transfers Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Your Email demosccount ipsymybills com Add a Payee Add a Bill C Add a Person Add a Charity Add a Gift Recipient Tell us about your gift recipient Gift Recipie t Recipient First Na
75. here the gift check will be sent to If this information is correct please select the Submit Recipient button Add a Payee Gift Recipient Finished Payments Transfers Payees Options Calendar Cc messages E home Lo chat open logout Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Your Email demosccount ipsymybilis com Add a Gift Recipient Finished r z Please allow a minimum of 4 day s for your check Brian Rick payments to reach this payee Your gift will be sent to 123 Sea Shore Drive Brunswick ME 56321 What would you like to do next Schedule a gift to this recipient After submitting your gift recipient information you will be directed to a Finished screen similar to the image displayed above Your gift checks will be sent to the address displayed Effective Date 2010 88 Learning amp Development VIEW PAYEES View Payees Payments Transfers Payees Options Calendar Add a Pa Welcome Web Demo add secondary account holder lt Last Login 8 38 AM on 3 11 2010 EST gt messages E home Le open X logout Your Email demoaccount ipsymybills cor Payee Menu Add 3 Paves es Printer Fnend All Payees C Bills Pay To All Payees vers Payee Type Additems C People American Express C Charities Category Gift Recipients Last Paid Account Account Category Last Paid Cellular One Electronic Account Category
76. history search you will be presented with a screen similar to the one displayed above On this screen you will be able to view the following information e Pay To e Amount e Frequency e Process Date e Additional Items Confirmation View Details e Payment Amount Sub Total e Total Payment Amount Effective Date 2010 30 Learning amp Development Payment History Details Electronic Payment Payments Transfers Payees Options Calendar velcome Web Demo add secondary account holder Last Login 9 25 AM on 3 10 2010 EST messages home Le open E logout our Email gemosccount ipaymybilis com Printer Friendly Version g EEE This information details the timeline of your payment to Cellular One Date Event 3 9 2010 You scheduled a single payment to Cellular One to process on 3 10 2010 3 10 2010 Processed Electronic Payment to Cellular One from your Hobby Account 1753 account in the amount of 75 00 Estimated arrival date for this payment is 3 12 2010 Need more information about this payment Contacting Cellular One will provide you with the most up to date information If you have contacted the payee and still have questions Send a payment inquiry Return to Payment History The Payment History Details for an electronic payment will look similar to the information displayed above The important information detailed on this screen includes the following e The date the electronic payment was scheduled
77. ick on the Browser Compatibility Check below Browser Compatibility Check Copyright 2007 Version 2 Website created for iPay Technologies by iPay Technologies LLC Use f a 1 ail ofthis system is limited to authorized users only and may be d e paper monitored Any unauthorized use is prohibited and will be prosecuted B Poste e 1 Enter your bill pay User ID 2 Select lt Login gt If you do not have a separate bill pay User ID and PIN simply skip ahead to the next page of this manual PIN Login How do we Kara it s your How do you know i s us Both your Weer ID and your PIN are re quined 15 Do not recognize your Security Key access your Bill Pay account You should newer Call 1 898 657 3682 for assistance ener pour FIM you do nol st Gr recognize your personal Security Key PIN Your personalized Security Key reassures you thal you are logging into the authentic Bill Pay Please enter your PIH web site m Forge your PIH 1 Enter your bill pay PIN 2 Select lt Submit gt PLEASE NOTE Your Security Key is displayed above the PIN field Seeing the Security Key lets you know that you have reached your secure bill pay site Effective Date 2010 5 Learning amp Development If you are not required to have a User ID and PIN specifically for bill pay simply click the link provided in your online banking account to reach the bill pay Home page displayed below If you do not see your Security Key displ
78. ickname Hobby Account Number 12345 Confirm Account Number 12345 Account Type Checking w After responding to your Challenge Phrase correctly you will be directed to a screen similar to the one displayed above When selecting Yes to the question Is this account at complete these steps to continue the Add process 1 Answer the question Is this account at 2 Your Financial Institution name will be listed here If the transfer account you are adding is at your bill pay institution select Yes if this account is at a different institution select No The next few pages will detail what happens when you select Yes or No Enter an Account Nickname for this new transfer account Enter the transfer Account Number Confirm Account Number Select the Account Type from the provided dropdown menu After entering this information select lt Next gt Se Aa Effective Date 2010 AQ Learning amp Development Add Transfer Accounts YES Review Payments Welcome Larry Trainer add secondary account holder Last Login 2 34 PM on 3 18 2010 EST Your Email larry weas ioaymybills com Account Nickname Account Number Account Type Options Add Transfer Account Review Hobby You will be able to transfer from this a well as psy bills 12345 Checking Submit Account Calendar When you select the Yes option and enter the d
79. ification process to assist us in confirming that you have access to this account In addition by accepting the disclosure on an ongoing besis you are authorizing iPsy Technologies to debit your account whenever you attempt to perform a transfer Terms amp Disclosure a MN Accept Print for Reference Submit Account After entering the transfer account information and selecting lt Next gt you will be directed to this Review screen Review the information that you entered for accuracy Also read the included Terms and Disclosures statement This statement along with the language included on the Review screen let you know that 2 small deposits and withdrawals totaling less than S1 and netting a 0 00 value will be directed to your affected transfer accounts This process ensures that this type of transfer can take place with the account that you are attempting to add After accepting the Terms and Disclosures select lt Submit Account gt Effective Date 2010 43 Learning amp Development Add Transfer Accounts NO Finished I A np Printer Friendly Version Worldwide Account Holder Name Account Status Account Category Account Type Institution Name Routing Number Account Number Your Email Address To edit an account go to View Accounts Add Transfer Account Review Finished Your new transfer account is ready for Activation Code Request Web Demo Before sending transfers
80. ify Account Number od VERIZON WIRELESS Electronic Account Number Verify Account Number KOHLS DEPARTMENT STORE Account Number Verify Account Number Electronic A list of 10 or fewer of the most popular payees that have been added by other subscribers at your financial institution will be populated on the popular payees screen If you want to add any of these payees to your bill pay account all you will need to do is add your account number with the payee and select the Add button The payee s are now active and available for payment using your bill pay account Effective Date 2010 194 Learning amp Development Contact Links Transfers Payees Options Calendar Last Loghr925 AM on 3 11 2011 EST Cc messages live chat Your Eneil demarcar enr mils com home logout Friday March 18 2011 roller 5e ar topay P ons man on your alc Histo Ty DoD mge Payee Preload Popular saut 04 easy by afl Payees Christmas Account Transactions scheduled to process Money Market Verity Account ic l 3210011 IZA i 3222011 2739011 212758 Day Care 3137550 aagi 2 575 50 MISNI 7 Send Donation to Fred Andrew Melson 924 AM EST Copyright 2011 Version 23 Member Word i gr Wetske created for Leeming and Develoomernt by Pay Technologies LLC Lise of Terms amp Conditions vue Mis system bs IimRed to aumorized users ont and may Be mommored Ary a aaa umatnortred use Is pronibed and
81. ivation Code Payments Transfers Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Your Email demoaccount ipsymybills com Billy Smith Requires Activation Payee Status Email Address bsmith mail com Phone Number 224 627 2774 Payee Category No Category Default Pay From Primary Checking Your Email Address demoaccount ipaymybills com What would you like to do next Schedule Payment to this payee Edit a Payee Options Calendar gc messages E home Lo chat open X logout Finished Add a Person Your new payee is ready for activation For security purposes please request an Activation Code to verify this payee before sending payments By clicking Activate Payee Now you will be asked to complete the following within the same session 1 Select delivery method for Activation Code 2 Enter the Activation Code upon receipt Once the Activation Code has been submitted your payments will be free to process Activate Payee Now To begin the activation process you will first need to request and submit an accurate Activation Code Please select the Activate Payee Now button to begin this process Add a Payee Add A Person Request Activation Payments Transfers Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST Your Email demoaccount paymybils com Payees Options Calendar ac messages E homo Le chat open n logout
82. l Lilies ff Hands with Flowers Ti Roses American Heart Association C Candle Create a Message Opening Vecsage War ex Dear Mary Message Closing Ey ix Slricereli Choose a prepared message or write your own personal mote f In your time of sadness our heartfelt thoughts of sympathy are with you i May you find strength in the love of family and friends Although no words can take away your sorrow please know that we care and are here for you if you need us T Custom Message If you chose to send a personalized email you will next be directed to this screen Complete these steps to personalize your emails 1 Enter Recipient Name and Recipient Email Address Determine if you want to disclose donation amount in the email Determine if you want to receive a copy of this personalized email Determine if you want more than one person to receive this email up to 5 people Select an image to display in the email images vary Create your emails Opening Message Create your emails Closing Message a Effective Date 2010 16 Learning amp Development 8 Select one of the prepared messages provided or write your own personal message 9 Select lt Next gt Send a Donation Review Payments Transfers Options Calendar Velcome Web Demo add secondary account holder Last Login 3 08 PM on 3 9 2010 EST Cc messages home Le open X logout our Email gemos coount ipaymybills com Se
83. l Add a Person C Add a Charity C Add a Gift Recipient For security purposes we will supply you with a unique Activation Code to verify this payee Pay the lawn person babysitter or any person you may owe with Payee First Name email payments f Payee Last Name Your new emal payee wil be added in pending status awaiting Payee Phone Number confirmation Once both you and i your recipient have completed the confirmation the payment will be processed on the scheduled business day Payee Email Address An email will be sentto this payee to be authenticated Confirm Payee Email Address You will be able to Add a Person in your bill pay site On the Add screen please enter the following information e Payee First Name e Payee Last Name e Payee Phone Number e Payee Email Address e Confirm Payee Email Address An email will be sent to the person you are adding as a payee This email will be authenticated by the person you are adding to complete the setup process After entering this information please select the Next button Effective Date 2010 80 Learning amp Development Add a Payee Add a Person Keyword Payments Transfers Payees Options Calendar elcome Web Demo add secondary account holder 1 PM on 3na ES CE messages E home Le open X logout accoun y On oon Add Keyword iona Lisa Confirm Keyword Mona Lisa e Next enter a Keyword and co
84. lease Who do you want to pay provide us with the additional information requested and you will be one cick away from scheduling a Payee Name US Bank VISA Organize your bills with categories payment Credit Cards For security purposes we will supply you with a unique lus Bank VISA Activation Code to verify this payee We will also perform a secure validation process to confirm this Account Number 1234567891234567 set a default pay from account payee Frimary Checking Payee Nickname Phone Number 224 214 0867 Account Holder Name Web Demo Where should we send the payment Payee Address Far Main Street City Elizabethtown Kentucky 42701 When the system is unable to locate your payee you will be presented with the We need more information about your payee screen displayed above On this screen you should first enter the following e Payee Nickname a name that will help you identify this payee e Category PLUS product only e Default pay from account the account that will be used to pay this payee Next you will be asked Where should we send the payment Please enter the following information e Payee Address e City After entering this information please select the Next button Effective Date 2010 zi Learning amp Development Add a Payee Finished Credit Card Payments Transfers Payees Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST
85. list of all payment and transfer history How often Weekly How often Quarterly On what day Suncay On what day 15 X Category All Categories gt Nickname an Payees Your current scheduled notifications ii x Frequency A Your current scheduled notifications History of Frequency A list of all payee and transfer accounts How often Monthly x On what day 24 al All Payees Quarterly on the 15th Your current scheduled notifications Frequency Monthly on the 24th When you select to view the Recurring Notifications you will see a screen similar to the one displayed in the image above These Recurring Notifications will be sent to you via email at the recurring frequency that you choose These notifications include the following e Alist of all scheduled payments and transfers e Alist of all payee and transfer accounts e Alist of all payment and transfer history After creating a frequency for your chosen recurring notifications please select the Submit button in each notification area Effective Date 2010 104 Learning amp Development e Notifications Reminders Add Schedule e Notifications Log Out Recurring Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update Reminders You can schedule reminders for each time you need to schedule a payment transfer funds or send a donation or gift
86. me Happy Birthday Best Wishes Congratulations So Proud Just Middle Name Because Holidays Life s special moments should not get lost in the shuffle Gift Checks are distinctive memorable and great Recipient Address even at the last minute Last Name Gift Checks are shipped Monday through Friday excluding City Holidays Sorry no shipping outside of the State United States Zip Code Options C messages Add a Gift Recipient Calendar E home Le chat open logout You will be able to Add a Gift Recipient in your bill pay site On the Add screen please enter the following information e First Name of the gift recipient e Middle Name optional e Last Name e Recipient Address e City e State e Zip Code After successfully entering this information please select the Next button Effective Date 2010 87 Learning amp Development Add a Payee Gift Recipient Review Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 3 11 PM on 3 10 2010 EST C messages home Lo chat open logout Your Email demosccount ipeymyt Add a Gift Recipient Review Recipient Name Brian Rick Your gift will be sentto 123 Sea Shore Drive Brunswick ME 56321 Submit Recipient On this Review screen you will be able to view the name of the gift recipient that you entered and the mailing address w
87. n the total Process Date 3 17 2010 Process Date 3 22 2010 Options messages Additional Items Confirmation Confirmation Additional Items Confirmation Frequency Est Arival rome Calendar open X logout Scheduled Transfers You will be able to search for your scheduled transfers in your bill pay product A Scheduled Transfers search allows you to search for edit or stop transfers that have been scheduled but have not yet been processed Follow these steps to initiate a scheduled transfer search 1 Select Scheduled Transfers under the Transfers tab 2 Enter your search and display parameters 3 Select lt View gt After successfully conducting your scheduled transfer search you will be presented with a screen similar to the one displayed above On this screen you will be able to view the following information e Transfer To Transfer account nickname will be displayed e Amount e Process Date e Additional Items Confirmation Frequency Estimated Arrival Date e Edit e Stop e Transfer Amount Sub Total e Total Effective Date 2010 oF Learning amp Development Scheduled Transfers Edit a Single Transfer Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 9 25 AM on 3 10 2010 EST Cc messages home A hatopen X logout Your Email Sdemosccount icsymybi Edit a Single
88. n will instantly be populated in the Your current Challenge Phrases listing You may remove Challenge Phrases but the system will not allow you to have fewer than 4 active Effective Date 2010 113 Learning amp Development Section Six Calendar Tab Effective Date 2010 114 Learning amp Development VIEW CALENDAR View Calendar Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 10 36 AM on 3 11 2010 EST March Transactions March 2010 Scheduled 1 915 00 E Wednesday Past 3 175 50 M i Total 5 090 50 Celebrate important life events like graduations new babies birthdays or weddings Try GiffPay e when a card with a check would be 3 perfect gift Learn More Your bill pay site gives you access to a dynamic calendar function To access this functionality please select the View Calendar link under the Calendar tab When selecting this link you will see a screen similar to the image displayed above You will be able to view your bill pay activity payments amp reminders from past dates and for future dates Any date that has a dollar amount or Reminder listed means there was scheduled bill pay activity on this date You may view any date on the calendar by simply clicking your cursor on the date in question PLEASE NOTE Payment processing dates ONLY are presented on this calendar Weekends are holidays are excluded since payments are
89. nd a Donation Review Sample email and check Recipient Email Address mary s mail com Subject A Heartfelt Message from Web Demo Message A donation has been made to the 216 Foundation Hi Mary in your time of sadness our heartfelt thoughts of sympathy are with you Enjoy Web Demo Pay to the order of 216 Foundation Amount 100 00 GiftPay e Fee 1 99 Date 3 16 2010 Est Arrival 3 22 2010 Memo Add Your return address on file Web Demo 123 Main Street Georgetown KY 40324 Update Submit Donation After personalizing your donation email you will be directed to this Review screen On this screen you should review the email address es that you entered as well as the email that you created Also ensure that the Charity and donation amount are correct Finally you will be able to view a sample of the email and check that will be sent on your behalf Select lt Submit Donation gt when you have completed your review Effective Date 2010 17 Learning amp Development Send a Donation Finished Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder a Last Login 3 08 PM on 3 9 2010 EST w messages o home Le Cc hatopen logout Your Email cemosccount ipaymybilis com Finished Process Date Additional Items 3 16 2010 Confirmation Est Arrival GiftPay e Fee To edit a donation go to Scheduled Payments Schedule more Payments When you reach
90. nfirm This keyword is simply a single word known only to you and your payee it can be anything you choose Please communicate this keyword to your asked to enter this keyword during their email authentication process After entering the keyword please select the Next button Add a Payee Add a Person Review Payments Transfers Options Calendar elcome Web Demo add secondary account holder 1 Di NES qe oain 3 11 PM on 3 10 2010 ES messages E home Le open X logout Your Email demosccountAipsaymyb Olirs corn Add a Person Review Payee Billy Smith Email Address bsmith mail com Payee Status Requires Activation Payee Nickname 5 y Sem Phone Number 224 627 2774 Payee Category No Category x Default Pay From Account Primary Checking Keyword Mona Lisa Your email address demoaccount ipaymybills com _ Edit Submit Person When directed to this Review screen you will be able to view the payee name email address and phone number as well as the Keyword that you created You will also be able to create a Payee Nickname for this payee select the Default Pay From Account and select a Category PLUS only for this payee After entering this information and reviewing all entered information please select the Submit Person button Effective Date 2010 91 Learning amp Development Add a Payee Add a Person Request Act
91. not processed on these dates Effective Date 2010 115 Learning amp Development View Calendar Past Scheduled Payments Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 10 36 AM on 3 11 2010 EST messages home hatopen xX logout Your Email der yosccount ipsymybdills cor Wednesday March 17 2010 Today s Totals Payments S1 200 00 Paid From Hobby Account 1753 Transfers 200 00 Paid To Amount Frequency Additional Items Total 1 400 00 Electronic 1 200 00 One Time Confirmation lt March 2010 gt Details Mo Tu We Th Fr Sub Total 1 200 00 Total 1 200 00 Skipped payments not included in the total Transferred From Primary Checking 5676 Transferred To Amount Frequency Additional Items Christmas Account Electronic 200 00 One Time Confirmation Details Narrow Display Account Al Accounts 200 00 200 00 Sxispes payments not included in the total Return to Calendar When you select a dollar amount reminder listed on a past date you will be directed to a screen similar to the image displayed above Payment Transfer Reminder information displayed on past dates is for payments transfers already processed and reminders already sent therefore you will have access to view the payment s transfer s details by selecting the View link Payment and Transfer History Details were discussed earlier in this manual
92. nsfer series Determine if the transfer series will end If the series will end enter an ending date or the number of transfers to process before ending the series 8 Determine if you want your recurring transfer to be Transfer Before or Transfer After if the transfer falls on a weekend or holiday which are non processing days 9 Select lt Next gt oo SS Effective Date 2010 55 Learning amp Development Recurring Transfer Review Payments Transfers Welcome Web Demo add secondary account holder Last Login 9 25 AM on 3 10 2010 EST Your Email demoaccount ipsymybills com Transfer From Transfer To hobby account christmas account 222221753 299922345 electronic Transfer Funds Options Calendar Review Amount First Process Date Additional Items 100 00 4 15 2010 Est Arrival 4 19 2010 Comment Add Series End After 00 transfers Frequency Monthly on the 15th After entering your recurring transfer information you will be driven to the Review screen that is displayed above This screen will display the following information e Transfer From this is the account that funds will be transferred out of e Transfer To this is the account that will receive the transfer funds e Amount e First Process Date e Additional Items Estimated Arrival Date Series End Frequency If this information is correct select lt Submit Payment gt to continue the recurring transfer process Recurring Transf
93. o send a gift check to is already added to your bill pay account Effective Date 2010 18 Learning amp Development Send a Gift Schedule Payments Transfers Welcome Web Demo add secondary account holder Last Login 3 08 PM on 3 9 2010 EST Your Email demoaccount ipsymybills com Single Payment C Pay a Bill C Pay a Person C Transfer Funds C Send a Donation PERDER Q Tell us about your gift check Select Recipient Recipient Add 3 Recipient Fred Andrew Nelson Pay From Sarah Louise Mason Amount Service Fee Total Amount Process Date Payees Options Calendar Cc messages E home Le hatopen logout Schedule An asterisk denotes a required field Fred Andrew Nelson Primary Checking 100 00 2 99 ES anezo TS If you select the Send a Gift option you will be presented with a screen like the one displayed above Follow these steps to schedule your gift check 1 Select Recipient from the list provided Select a Pay From account Enter your gift check amount Select a Process Date oe ee COURS Effective Date 2010 19 Note the 2 99 service fee that will be assessed for all gift checks that are sent Total amount including the service fee will be presented After entering this gift check information select lt Next gt Learning amp Development Send a Gift Personalize Payments Transfers Payees Options C
94. o update existing contact information or add a new contact method to receive this code After selecting your preferred delivery method select the lt Request Code Now gt button Effective Date 2010 44 Learning amp Development Add Transfer Accounts NO Enter Activation Code Activation Code Request Received Request Code Activate Finished Activate Payee Plesse activate Worldwide by entering your code below Your Activation Code should arrive within moments Please remain in session while the Activation Code is being sent to demoaccount ipaymybills com Click here if you do not receive a code or would like a new one Your code has been sent Enter Activation Code While you are waiting for your Activation Code to be sent you will be directed to this Activate screen PLEASE NOTE Remain in session while the Activation Code is being sent to you if you leave your bill pay session the code sent to you will be automatically deactivated and you will have to request another code be sent After receiving your code please enter the 4 digit code in the Enter Activation Code field After entering the 4 digit code select the lt Submit gt button Effective Date 2010 A5 Learning amp Development Add Transfer Accounts NO Finished Add Transfer Account Printer Friendly Version Request Code Activate Finished Worldwide Your transfer account has been added As atest we will dire
95. oose from the following e Loan e Credit Card e Checking e Savings Add a Payee Add a Bill Yes Bank or CU Loan Effective Date 2010 71 Learning amp Development Payments Transfers Calendar Welcome Web Demo add secondary account holder Do you like what you see Last Login 8 42 AM on 5 31 2010 EST A Criroll now Click here to enroll in mybills com online bil pay Your Email demosccount ips Add a Payee Add a Bill Add a Bill C Add a Person Add a Charity The account number ususlly sppears on C Add a Gift Recipient Payee Name Learning and Development your bill or monthly statement to help this merchant recognize you as a customer If Account Number 123123 you do not have an established account Add your cable phone and number plesse include any identifying ses information within the Account Number electric company bills Confirm Account Number 123123 Seid Add any of those companies that Phone Number 270 541 2369 Example Pa cample Pay to the account of John you pay monthly or even those j that you don t pay that often You a may not pay all of them but having Payee Zip Code 42701 them listed may help you remember in case that bill gets Account Holder Name web Demo lost Doe If you select Loan from the Account Type drop down menu you will be directed to the Add screen You should enter the following information on this screen
96. ount at Learning and Development C Yes Add your cable phone and C No electric company diis Add any of those companies that you pay monthly or even those that you don t pay that often You may not pay all of them but having them listed may help you remember in case that bill gets lost When adding a Bill as a Bank or Credit Union you will be posed with the question Is this account at your Financial Institution Answer Yes or No to proceed with adding the bank or credit union Add a Payee Add a Bill Yes Bank or CU Effective Date 2010 70 Learning amp Development Payments Transfers Payees Welcome Web Demo add secondary account holder Do you like what you see Last Login 8 42 AM on 5 31 2010 EST ED rrollnow Crtrollnow Click here to enroll in Your Email demosccount ipsymybills com Options Calendar messages E gt home 9 chatopen Add a Payee Add a Bill Add a Bill C Add a Person Add a Charity Add a Gift Recipient Is this account at Learning and Development Yes Add your cable phone and electric company bills No Add any of those companies that you pay monthly or even those What is the account type that you don t pay that often You may not pay all of them but having them listed may help you remember in case that bill gets lost Finished When answering Yes you will be prompted to select an account type ch
97. personalize the message that will be printed on your gift check Please complete the following steps 1 Select your Custom Occasion Write your Opening Message Write your Personalized Message Write your Closing Message After writing your message select lt Next gt Se oS Effective Date 2010 21 Learning amp Development Send a Gift Review Payments Transfers Options Calendar Welcome Web Demo add secondary account holder s CE messages E home Lo chatopen X logout Last Login 3 36 PM on 3 9 2010 ES Your Email demoaccount ipsymnrybills con Send a Gift Gift Card and Check Preview Message Happy Birthday Wishing you the very best Enjoy Web D mo Pay to the order of Fred Nelson Amount 5100 00 GifPay e Fee 2 99 Date 3 16 2010 Est Arrival 3 19 2010 Your return address on file Web Demo 123 Main Street Georgetown KY 40324 Update Dollars Mgrature or file Account Holder Mas ore eporoved this hea 8235450749 COOFTHTESLS2 amp 42346 Back Submit Gift After entering your gift check information and selecting the imaging to appear on your gift check you will be directed to the Review screen On this screen you can review the gift check message you created You should also review the gift payment information that you submitted for accuracy Finally you will be able to view an image of the gift check that you created and will be submitted on your behalf Selec
98. r Email demosccount ipsymybills com Transfer Funds Review Transfer From Transfer To Amount Process Date Additional Items Hobby Account Christmas Account 100 00 3 17 2010 Est Arrival 3 19 2010 Comment Add After entering your single transfer information you will be driven to the Review screen that is displayed above This screen will display the following information e Transfer From this is the account that funds will be transferred out of e Transfer To this is the account that will receive the transfer funds e Amount e Process Date for this single transfer e Additional Items Estimated Arrival Date You have the option to Remove a transfer from this screen by selecting the applicable checkbox or you can select lt Submit Transfer gt to continue the Single Transfer Scheduling process Single Transfer Finished Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 9 25 AM on 3 10 2010 EST CE messages home Lo chat open logout Your Email demosccount ipsymybills com Transfer Funds amp Printer Friendly Version Schedule review Finished Transfer From Transfer To Amount Process Date Hobby Account Christmas Account 100 00 3 17 2010 Confirmation 222221753 215 Est Arrival Electronic Comment To edit a transfer go to Scheduled Transfers To monitor your account activity set up an e Notification Schedule more Transfers Afte
99. r ilenge Response to As you know your bill payment service is your Che sess highly secure We ll ask you to answer a challenge phrase prior to highly sensitive City you were bom transactions such as this as a means to provide you with the highest degree of fo security fraud protection and privacy Is worth a pound of cure When you select the Add a Bill Individual option you will first be posed with one of your Challenge questions that you selected during the enrollment process You are posed with a question here as an extra layer of security Enter your Challenge Response and select the Submit button Effective Date 2010 66 Learning amp Development Add a Payee Add a Bill Individual Add Payments Welcome Web Demo add secondary account holder ast Login 2 54 PM on 3 10 2010 EST On demosccountipaymybdills cor Add a Bill First Name Last Name Nickname Phone Number How would you like this payment to be sent Account Number Confirm Account Number Routing Number Confirm Routing Number Account Type Payee Categon Default Pay From Account Q Tell us about your payee Transfers Options Cc messages E home Le Payees Karen ma Foray iapa C Check Electronic is the way to go Electronic mar meas moe Moser UU Utities vw Primary Checking days Calendar These payments will be received in about 2
100. r submitting the transfer s you will be issued Confirmation s for each scheduled transfer s on the Finished screen that is displayed above Effective Date 2010 54 Learning amp Development RECURRING TRANSFER Schedule a Recurring Transfer Payments Transfers Payees Options Calendar gt 1 888 888 8888 N email chatopen e Web Demo add secondary account holder Transfer Funds Schedule Review Finished An asterisk denotes a required feld Select Transfer From Add Transfer Account Hobby Account My Bank Primary Ac My Bank C Secondan Standard Delivery Awaiting Activa Vacation S a Apr x 2010 x May 2010 o Estimated Arrival Hobby Account Date Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa 100 00 19 Weekyy on 12 13 14 WEDNE SDAY gt ae ae ao las sn Monday 26 27 28 Est Arrival is the estimated date the biller will receive the Yes C No payment Transfer Before Transfer After Your bill pay account allows you to schedule recurring transfers to accounts that you have added to your bill pay account Follow these steps to schedule a recurring transfer 1 Select Recurring Transfer under the Transfers tab Select your desired Transfer From account Select a Transfer To account Enter a transfer Amount Select your recurring transfer Frequency Select the first process date for this recurring tra
101. ransfers Payees Options Calendar Welcome Web Demo add secondary account holder Cc messages E home Le hatopen logout Last Logn 3 11 PM on 3 10 2010 EST our Email cemosccount ipsymypbills com Add a Bill C Add a Person Add a Charity Cy i US Ben visa Account Number 1234567891234567 Add your cable phone and electric company bilis Confirm Account Number 1234567891234567 Add any of those companies that Phone Number 224 P 214 ose you pay monthly or even those that y t pay that often Y at you Cont pay ihat ofian You Payee Zip Code 42701 may not pay all of them but having them listed may help you ol Account Holder Name web Demo remember in case that bil gets lost If you select Credit Card from the Account Type drop down menu you will be directed to the Add screen You should enter the following information on this screen e Payee Name from the bill remittance slip e Account Number your account number with the payee e Confirm Account Number e Phone Number payee s phone number e Payee Zip Code e Account Holder Name the name of the person attached to this bill After entering this information select the Next button Effective Date 2010 76 Learning amp Development Add a Payee Add a Bill No Bank or CU Credit Card Add a Bill Finished we need more information about your payee We did not find your payee in our database P
102. riously In order to perform certain Your Phrase Choose a Challenge Phrase gt transactions you will be asked to provide additional information that verifies your identity Your current Challenge Phrases Mothers maiden name City you were born Pefs name Father s middie name You will have the ability to manage your Challenge Phrases in your bill pay site You may access this tool by selecting the Challenge Phrases link under the Options tab When selecting this link you will be directed to a screen similar to the image displayed above You will be able to Add and Remove challenge phrases from this screen Challenge Phrases Add a CR Manage Challenge Phrases Challenge Phrases Please select a minimum of four challenge phrases below These phrases will be asked during your bill psy sessions Select Challenge Phrase iPay Technologies takes the security of your account and personal information very seriously In order to perform certain Your Phrase Favorite vacation spot transactions you will be asked to provide additional information that verifies your identity Your Response Upton Your current Challenge Phrases Mothers maiden name City you were born Pets name Fathers middle name When you select a Challenge Phrase from the dropdown menu a Your Response text box will appear Simply type your desired answer and select the Add button The questio
103. rocess Date Additional Items Susan Goldman Hobby Account 03 22 2010 Electronic Confirmation Est Arrival Delivery Comment Sop Payment If you choose the Stop link beside a scheduled single payment you will be presented with this Stop a Single Payment screen You will be able to stop the scheduled payment by selecting the lt Stop Payment gt button Scheduled Payments Stop a Single Payment Finished Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 4 14 PM on 3 9 2010 EST C messages home Lo chat open logout Your Email demosccount ipaymybills com Stop a Single Payment Finished Process Date Additional Items Susan Goldman Hobby Account 03 22 2010 Confirmation Electronic Est Arrival Delivery Comment Return to Scheduled Payments After selecting the lt Stop Payment gt button you will be directed to this Finished screen Effective Date 2010 22 Learning amp Development Stopping a Recurring Payment Transfers Options Calendar Welcome Larry Trainer Last Login 3 39 PM on 3 30 2010 ES messages home Le chatopen logout Your Email larry weas ipaymybi Stop a Recurring Payment Stop Pay From Amount Next Process Date Additional Items Secondary Account 100 00 04 14 2010 Confirmation 15 Est Arrival 04 20 2010 Delivery Standard What would you like to do Memo None Series Start 0414 20
104. rts Auto Service M Office Depot Phone M Susan Goldman Pay a Bill Schedule An asterisk denotes a required field shortcu Speed up your payment scheduling We can pre load your bills based on your payment history Take the shortcut Pay To Pay From Amount Process Date American Express A cv Primary Checking 100 00 Brea m Amount Paid 150 00 Est Arival 3 22 2010 Select a payee from the left menu Select again to remove it When you choose the Pay link from the View Payees screen you will be directed to a screen similar to the image displayed above From this screen you should enter the following information e Pay From account the funds are drawn from e Amount e Deliver by Date select the appropriate from the deliver by calendar After entering this information please select the Next button Effective Date 2010 90 Learning amp Development View Payees Review Payments Transfers Options Cc messages home Calendar Welcome Web Demo add secondary account holder Last Login 8 38 AM on 3 11 2010 EST emost nt iosymypills Pay a Bill Review Amount Process Date Additional Items American Express Primary Checking 100 00 3 18 2010 Est Arrival 2 22 2010 Electronic Delivery Standard Comment Ags Edit Submit Payment After entering your payment information you will be directed to the Review screen displayed in the image above Please r
105. ry your intuitive bill pay account will be able to anticipate single payments based upon this history An example of what the anticipated single payments will look like is displayed in the image above You will need to choose a Pay From account then enter a payment amount and select a process date to each payee as is presented or you can remove payees as you wish The remainder of the scheduling process works just as was described earlier in this manual Effective Date 2010 122 Learning amp Development Popular Payees Payments Transfers Payees Options Calendar Cc messages E home Le chat open logout Welcome Web Demo add secondary account holder Thursday March 18 2010 newmessages faster way to pay 0 Unread Messages shortcut cose pen ony scheduling We can pre load your gt 1 Read Messages bills based on your payment TR TR ML Ne ET history 1 Total Messages horteut smorQuti attentionrequired Payee Preload We make bill pay easy by presenting a list of the most popular ceyess for you ann ane Christmas Account Money Market Jent Account peace creer ST B00 0D ern Fred Andrew Since you last logged in Nelson 50 00 3 22 2010 OUT DES menpe Red Cross 500 00 3 22 2010 Mortgage 1 200 00 ener 300 00 3 23 2010 Edit Day Care 1 375 50 Susan Goldman 65 00 3 23 2010 3 18 2010 Send Donation to Fred Andrew Nelson Total 71 915 00 EE You will have access to the Popular
106. s screen will display the following information e Pay To this is the payee listed by the nickname you gave it that will be paid e Pay From the account from where the payment funds will be debited e Amount e Process Date e Additional Items Estimated Arrival Date Delivery Method Comment You have the option to Remove a payment from this screen by selecting the applicable checkbox or you can select lt Submit Payments gt to continue the Single Payment Scheduling process Single Payment Finished Payments Transfers Welcome Web Demo add secondary account holder Last Login 2 58 PM on 3 5 2010 EST Your Email demosccount ipaymybills com Payees amp Printer Friendly Version Pay To Pay From American Express Electronic Primary Checking Car Loan Electronic Primary Checking To edit a payment go to Scheduled Payments To monitor your account activity set up an e Notification Pay a Bill Process Date 3 12 2010 Amount 100 00 100 00 3 12 2010 Schedule more Payments Additional Items Confirmation Est Arrival Delivery Comment Confirmation Est Arrival Delivery Comment Finished 26 3 16 2010 Standard None ar 3 16 2010 Standard None After submitting the payments you will be issued Confirmation s for each scheduled payment on the Finished screen that is displayed above Effective Date 2010 11 Learning amp Development
107. t lt Submit Gift gt after completing your review Send a Gift Finished Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 4 14 PM on 3 9 2010 EST gt messages home Lo chatopen X logout Your Email demoaccount ipaymybills com Send a Gift amp Printer Friendly Version Scher Personalize Review Finished Pay To Pay From Amount Process Date Additional Items Fred Andrew Nelson Primary Checking 100 00 3 17 2010 Est Arrival 3 22 2010 Gift Check GiftPay e Fee 2 99 Total 102 99 Confirmation lt To edit a gift go to Scheduled Payments Schedule more Payments When you reach the Finished screen you will be presented with the Confirmation Estimated Arrival Date and the GiftPay e Fee Effective Date 2010 22 Learning amp Development RECURRING PAYMENT Recurring Payment Schedule Recurring Payment Pay a Bill Pay aBill Schedule Review Finished Transfer Funds An asterisk denotes a required field Select a Category All Categories Q Tell us about your payment Select Payee Add a Pavee American Express Car Payment Cellular One Day Care Electric Bill LU Gas Bill LC Insurance Kay Jewelers MasterCard Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Pay To Car Payment Close X Primary Account Standard Delivery a apr el 2010 May 2010 D Estimated Arriva Select Frequency Date
108. t Login 9 25 AM on 3 10 2010 EST C messages E home Le chatopen logout Your Email demosccount iosym Stop a Single Transfer Transfer To Transfer From Amount Process Date Additional Items Christmas Account Hobby Account 100 00 03 17 2010 Confirmation 26 Electronic Est Arrival 02192010 Comment Nore If you choose the Stop link beside a scheduled single transfer you will be presented with this Stop a Single Transfer screen You will be able to stop the scheduled transfer by selecting the lt Stop Transfer gt button Scheduled Transfers Single Transfer is Stopped Finished Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 9 25 AM on 3 10 2010 EST CE messages home Lo chatopen logout Your Email demosccount ipsymybills com Stop a Single Transfer Printer Friendly Version Stop Finished Transfer To Transfer From Amount Process Date Additional Items Christmas Account Hobby Account 100 00 03 17 2010 Confirmation 26 Electronic Est Arrival 03 19 2010 Comment None Delivery Standard Return to Scheduled Transfers After selecting the lt Stop Transfer gt button you will be directed to this Finished screen Effective Date 2010 59 Learning amp Development TRANSFER HISTORY Transfer History Page Payments Transfers Options Calendar 7 us p F i Single Transfer Welcome Web Demo add secondary accoun Last Login 9 2
109. t Search holder Category All Categories 2 Pay To an Payee E Paid From Hobby Account 1753 Al Payees b Pay To Amount Frequency Process Date Cellular One Electronic 75 00 One Time 3 10 2010 Process Date Range C Current Month C Previous Month Last Thirty Days C Custom Date Cellular One Electre One Time 2 24 2010 Confirmation 15 Display Options Details View Payment Status Cellular One view ee Electronic One Time 2 17 2010 Confirmation 14 Order By Details View Process Date 2 Arrange Descenaing z One Time 2 17 2010 Confirmation 25 Details View of Records to Return etai 15 Sub Total 275 00 Paid From Primary Checking 5676 New Search Day Care RUSHED gt gt 1 375 50 One Time 3 17 2010 Confirmation 13 Details View View in Microsoft Excel Cellular One Electronic One Time 3 3 2010 Confirmation 16 Details View You will be able to search for your payment history in your bill pay product A Payment History search allows you to search for your bill payment history 18 84 months of history depending on the package your Financial Institution has purchased based on your customized search parameters Follow these steps to initiate a payment history search 1 Select Payment History under the Payments tab 2 Enter your search and display parameters 3 Select lt New Search gt After successfully conducting your payment
110. tions Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update Reminders You can schedule reminders for each time you need to schedule a payment transfer funds or send a donation or gift Reminder Options You will have the ability to view and add reminders by selecting the Reminders link under the Calendar tab When you select this link you will be directed to a screen that is similar to the image displayed above Viewing and adding reminders was discussed earlier in this manual Effective Date 2010 119 Learning amp Development Section Seven Additional Features Effective Date 2010 120 Learning amp Development Short Cut Link Payments Transfers Welcome Web Demo add secondary account holder Last Login 11 11 AM on 3 11 2010 EST Your Email demoaccount wpaymybiis _com Thursday March 18 2010 newmessages 0 Unread Messages 1 Read Messages 1 Total Messages attentionrequired Christmas Account Money Market Yenty Account verify Account Since you last logged in ey D i Soctpon Mortgage 1 200 00 View 1 375 50 View 2 575 50 3 18 2010 Send Donation to Fred Andrew Nelson f shortcut American Express Fred Andrew Nelson Red Cross Retirement Transfer Susan Goldman Options Calendar A faster way to pay Speed up your payment scheduling We can pre load your bills based on your payment
111. ts other than the Default may be deleted Effective Date 2010 100 Learning amp Development Pay From Accounts Pending Accounts Payments Transfers Options Calendar Welcome Web Demo add secondary account holder Last Login 8 38 3 messages home Le c hatopen logout E untf mybilis com Your Email demo View Pay From Accounts Pay From Accounts The Default Pay From sccount selected will sutomatically be chosen when scheduling your payments You have the option to change the default sccount when you are scheduling a payment or by going to View Payees and editing the payee details View Options Pending Accounts View Accounts Nickname Additional Items Ao nt Num C Active Accounts secondar Aana Tye Pending Accounts a i coount Number Account Type Add Account When viewing your Pending Accounts as displayed above you will be able to view the following information e Nickname the account nickname you provided for each pay from account e Additional Items Last 4 digits of Account Account Type e Delete all pending pay from accounts may be deleted from this screen Effective Date 2010 101 Learning amp Development E NOTIFICATIONS e Notifications Events Payments Transfers Options Calendar Pay From Accounts Welcome Web Demo add secondary account holder e Notifications ES View Contact info Change PIN Defaut Settings Schedule e Notifications dai ipsymybdills corn
112. ule e Notifications Recurring Reminders Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update Log Out Notifications At the end of each bill pay session you can receive s customized email summary of your bill pay activities Send a list of my Plesse select which items you would like to receive each time you log out Scheduled transactions Added payees Added transfer accounts Deleted payees Deleted transfer accounts Skipped and stopped transactions When you select to view the Log Out notifications you will see a screen similar to the image displayed above Log Out notifications will be sent to you at the end of each bill pay session after you log out and will be sent in the form of a customized email summary You may select to receive a list of e Scheduled Transactions e Added payees e Added transfer accounts e Deleted payees e Deleted transfer accounts e Skipped and stopped transactions Each of these Log Out notifications can simply be turned On and Off After making your selections please select the Submit button Effective Date 2010 103 Learning amp Development e Notifications Recurring Schedule e Notifications Reminders Email address on file demoaccount ipaymybills com Update Short text address on file 2703005986 cingularme com Update A list of all scheduled payments and transfers A
113. ur bill pay account The secure messaging center allows you to communicate sensitive bill pay information and receive important communications from your Financial Institution support team Effective Date 2010 7 Learning amp Development Section Two Payments Tab Effective Date 2010 g Learning amp Development SINGLE PAYMENT Single Payment Pay a Bill Schedule a Payment Transfers Payees ast L09 Scheduled Payments Our EM payment History Calendar E home Le open X logout Add a Payee Single Payment Pay a Bill Schedule C Pay a Person An asterisk denotes a required field C Transfer Funds Send a Donation shortcut Speed up your payment scheduling We can pre load your bills based on your payment history Send a Gift Check Select a Category LE Pay To Pay From Process Date a Categories 2 American Express Select Payee s Last Paid On 2962090 Primary Checking z200 m Add a Payee Amount Paid 150 00 Est Arrival 3 16 2010 W American Express Car Loan MW Car Loan Opa Cellular One M Day Care M Lawn Service M Morts Auto Service M Office Depot M Phone M Susan Goldman Primary Checking 3122010 m Est Arrival 3 16 2010 Select a payee from the left menu Select again to remove it Your bill pay account allows you to schedule single payments to payees that you have added to your account Follow these steps to initiate the scheduling process for Pa
114. ur financial institution has purchased the Rush Payments feature and the payee you are scheduling a payment to accepts rush payments above is an example of the screen you would see when selecting the process date calendar There are 3 potential rush payment options e Next Business Day 14 95 sent by check via UPS e Second Day Standard 9 95 sent by check via UPS e Second Day Economy 4 95 sent electronically Please select your desired rush delivery method by clicking the appropriate radio button These rush payments are guaranteed for on time delivery to your payee however payment posting is not guaranteed A rush payment mailing address is required for Next Business Day 14 95 and Second Day Standard 9 95 payments Select the Next button to continue scheduling your rush payment Effective Date 2010 35 Learning amp Development Rush Address Payee Information Close Standard Delivery RUSH Delivery Po Please provide a physical street address for AMERICAN EXPRESS Rush delivery not available to Post Office Gores Verify you have a correct address Rush Payments may need to be sentto another address than appears on your regular billing statement Delivery Fees will not be refunded for an invalid or incorrect address Payee Information Name AMERICAN EXPRESS Address fi Milion Dollar Road Suite 108 Elizabethtown Kentucky Zip 42701 Telephone 270 541 fase Cancel Back
115. y Last Transferred 100 00 on 07 10 2009 After adding your Transfer accounts you will be able to view these accounts as displayed in the image above From this screen you will have the ability to complete the following actions e Activate Request and enter an Activation Code e Verify Enter the Trial Deposits and Withdrawals for an Inbound Transfer account e Edit Make changes to Transfer Account information e Delete Delete Transfer Account Effective Date 2010 47 Learning amp Development View Accounts Verify Trial Deposits Inbound Activate Account Edit Finished An asterisk denotes s required field Enter the deposit and withdrawal amounts exactly as they appear on your statement Deposit Sent 08 01 2009 ist Deposit 2nd Deposit 1st Withdrawal 2nd Withdrawal When you select the Verify link you will be directed to the screen depicted above The verification process asks you to enter the 2 deposits and 2 withdrawals made to your transfer account Of course this process is only done when you want to be able to transfer funds from an institution account outside of your bill pay institution View Accounts Edit an Account Payments Transfers Payees Options Calendar Welcome Web Demo add secondary account holder Last Login 12 54 PM on 3 10 2010 EST messages E home Le open logout Jemosccount ipayr Edit Transfer Account Edit An asteri denotes a required
116. y a Bill 1 Select Single Payment under the Payments Tab 2 Select Pay a Bill 3 Select the payee or payees that you would like to pay select as many payees as you want they will all appear on the screen so you can schedule your payments in just seconds 4 Select a Pay From account This is the account that will be used to make your payment 5 Enter your single payment amount 6 Select your preferred Process Date by utilizing the Process Date Calendar discussed in detail on the next page of this manual Effective Date 2010 9 Learning amp Development Single Payment Schedule a Payment Process Date Single Payment Pay a Bill Pay a Person C Transfer Funds Send a Donation Send a Gift Check Select a Category All Categories Single Payment Add a Payee M American Express WF Car Payment MF Verizon Cell Phone M Day Care M Electric Bill M Gas Bill M Insurance ing Speed up your ayment scheduling our based on your payment history Click here to take the Shortcut Pay To Pay From Amount American Express view eb Primary Account rl 5 y May 2010 o E Apr Y 2010 v Su Mo Tu We Th Fr Sa Su Mo Tu We Th May 10 MONDAY 26 27 28 29 30 Need delivery before 04 26 10 RUSH Payment Est Arrival is the estimated date the biller will receive the payment warning Schedule Estimated Arrival Date
117. yment Need more information about this payment Contacting Morts Auto Service will provide you with the most up to date information If you have contacted the payee and still have questions Send 3 payment inquiry Return to Payment History The Payment History Details for a check payment will look similar to the information displayed above The important information displayed on this screen includes the following e The date the check payment was scheduled e The date the check payment was processed the pay from account name the amount sent to the payee and the last 4 digits of the pay from account e Anestimated arrival date for the check payment e United States Postal Service tracking information for this check e If available with your Financial Institution the ability to view an image of the cleared check See Example on next page e If you need additional information regarding this payment you have the option to submit a payment inquiry Effective Date 2010 32 Learning amp Development Payment History Details Cleared Check Status View Payment History Details Front of Check 7 an le lit nhir THEE CHC EMT CAM ARCS BERET T FATS THE FACE HAJ A COLORED BALKORDUND On WHITE PAPEAL al ne a lk PLEASE POST THIS PAYMENT FOR e Pay Techaolegwes LLC PO Boo 16 1259456789 a Enebethewn KY 42702 0019 0000000001 Phone 866 851 4729 oo Some Bank 1 17 2006 Any Town LE Abate 62 85 Sixty Two Dollars and Ei

here - Select Employees Credit Union

Contents

Download Pdf Manuals

Related Search

Related Contents