The Make a Recurring Transfer page is used to make a recurring, or repeating, transfer of funds from one account at our financial organization to another.

You can access the Make a Recurring Transfer page by clicking Make a Recurring Transfer on the Transfer Funds menu.

1. Click the Transfer Funds tab.

   Result: The Transfer Funds menu is displayed.

2. Click the Make a Recurring Transfer menu item.

   Result: The Make a Recurring Transfer page is displayed.

3. Select the Transfer From account from which you want us to transfer funds.
4. Select the Transfer To account to which you want funds transferred.
5. Select the transfer Frequency that represents how often you want the transfer to be made. Options include: Annually, Biweekly, Monthly, Quarterly, Semiannually, Twice a month, and Weekly.
   
   Note: A Twice-a-month transfer is processed on the transfer Start On date and approximately every 15 days thereafter. Scheduled transfer dates that occur on holidays and/or weekends are processed the following business day. There may be more, or less, than 2, twice-a-month transfers in some months depending on the transfer Start On date, length of the month, and whether the scheduled date falls on a holiday or weekend.
6. Enter the amount that you want to transfer.
7. Enter the Start On date. This is the first date that you want to transfer funds. It can be today's date or a date in the future. This date is used to determine when the other future transfers are made. The date format is MM/DD/CCYY.
8. Indicate how long you want to transfer funds. Choose one of the following options:
   
   Continue Indefinitely. Transfers will continue to be made until you either change this option or delete the recurring transfer.
   
   Continue Until This Date. Transfers are made until the date entered. The date format is MM/DD/CCYY. You must select a end date date that is consistent with the payment frequency that you've selected.
   
   Continue for this Number of Transfers. The number of transfers that you've requested to be made.
9. Click Continue.

   Result: The Make a Recurring Transfer Preview page is displayed.

10. Review the transfer details. If correct, click Submit Transfer.

    Note: If you need to change the transfer details, click Edit.

    Result: The transfer is submitted and the Make a Recurring Transfer Confirmation page is displayed.

11. Note the Confirmation ID for your records.

If the transfer is scheduled to occur on a future date and changes are needed, click View Scheduled Transfers.

See Related Topics:

• Edit a Recurring Transfer
• Delete a Recurring Transfer
• View Scheduled Transfers
• Make a Transfer

Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.