VIEW, MODIFY OR DELETE PENDING PAYMENT:
You can verify details, modify or delete a pending transfer, the next transfer in a series or the entire series.
Pending Transfer Details screen will appear, select the appropriate button which will allow you to:
View transfer details: Review the current pending transfer details.
Edit this transfer: will modify the current transfer only. To change details related to all transfers in your recurring series, select Skip (delete) this transfer and delete the recurring series followed by setting up a New Transfer with the new values.
Skip (delete) this transfer: will delete only the current transfer in this recurring series.
Skip (delete) this transfer and delete the recurring series: will delete the current and this entire recurring series of transfers.
IF YOU SELECT 'EDIT THIS TRANSFER':
Only the current transfer will be modified.
Select the account you want to transfer funds From.
Select the account you want to transfer funds To.
Enter the Amount in dollars and cents you want to transfer. The maximum amount per transfer is $200,000.00.
Enter the Transfer Date (mm/dd/yyyy) or use the calendar icon to select the date for the transfer to occur.
A verify screen will display for you to review and approve the payment changes as entered. Follow the instructions provided on the screen.
IF YOU SELECT 'SKIP' (DELETE):
The transfer detail information will display followed by a verification screen after selecting Next. Follow the instructions provided on the screen to delete the transfer/series.
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