Bill Pay Research

The Bill Pay Research function lets you request account documents to be delivered via a choice of methods.

To display the Bill Pay Research screen:

·         Rest the cursor on the Online Services option and click Bill Pay Research. The Bill Pay Research screen appears.

1.   The upper section of the form identifies the person the financial institution a bank, thrift, or credit union should contact if they have any questions regarding the request. Review the Contact Name, Company Name, Contact Phone and E-mail Address, you may change them if necessary. Enter your Fax number if you are requesting a reply by Fax.

2.   In the Account Information section, select the account from the Account Selection drop-down list and fill in the Payment Date, Amount and Payee fields.

3.   (Optional) Add freeform text in the Special Instructions area, if desired. Be as specific as possible to help the financial institution give the best service.

4.   Set the Delivery Information radio button for delivery method. The financial institution can send the materials to the account branch for pickup, mail them directly to you or FAX them directly to you.

5.   Click the Submit button. A dialog box appears with a recap of the information to be sent to the financial institution; click OK to submit the request or click Cancel to return to the Bill Pay Research screen.