How to use Bill Pay

Contents

Changing default funding account

Adding a recipient/payee

Making a payment

View history

Set alerts

How to enroll

From the home screen, click Bill Pay, then:

1. Click Recipients from the main navigation menu at the top.
2. Find your recipient (payee). If there is an option to set up Bill Pay for that recipient, you will see a statement icon (image of a piece of paper). Click on Link your bill to bill pay and a Link Bill Information form pops up.
3. Change your Link Bill toggle switch from No (white) to Yes (gray).
4. Add your User ID and Password. These login credentials are associated with your bill's account.
5. Use the Frequency dropdown option to select how often you receive a bill.
6. Click the grey Link bill information button to complete the process.
7. You will receive a confirmation stating, "Ebill enrolled. The bill has been enrolled successfully."

Changing default funding account for paying bills

From the home screen click Bill Pay, then:

1. Click Accounts from the main navigation menu at the top.
2. Select the account you would like to set as default by clicking the Make Default button under the chosen account.
3. Then, click OK.

Please note: If you do not see the account you'd like to use, please contact Member Services at (800) 552-4745.

Adding a recipient (payee)

From the home screen, click Bill Pay, then:

1. Click Recipients from the navigation menu at the top.
2. Then, click (+ Add Recipient).
3. Add the recipient name and click Continue. You may be able to add known payees from the dropdown list.
4. Provide the nickname and account number. Please note: If your recipient is not available in the dropdown list, you will need to enter the address manually.
5. Click Continue.

Making a payment

Log in to your online banking and click Bill Pay from the navigation menu. From there:

1. Click Pay from the navigation menu.
2. Find the recipient you would like to pay, or add a new recipient.
3. Click the name of the payee.
4. Add the dollar value and select the date you would like to send the payment.
5. Click the account you would like to pay from and click Continue.
6. Verify your payment information and click Send Payment.

View payment history

From the home screen, click Bill Pay, then:

• Click Activity from the main navigation menu at the top.
• Click History to view your payment history.
• Bill Pay statements will be available for up to 12 months.

Viewing history by recipient (payee)

From the home screen click Bill Pay, then:

1. Click Recipients.
2. Find your recipient. Then, click the Bills button to the right of the recipient list.
3. Click View bill information. Your Bill Pay statement will be organized by date.
4. Click the date to view your statement for your payee.

Set and view Bill Pay alerts

From the home screen, click Bill Pay, then:

1. Click Alert Preferences from the main navigation menu at the top. On mobile, go to the navigation bar at the top of the screen and swipe from right to left until you see Alert Preferences in the menu.
2. Configure alerts by toggling to the right (Yes) to enable or to the left (No) to disable.

Note: These alert settings will apply to all your Bill Pay recipients/payees.

What does the “Delivered by” date mean when scheduling a payment in Bill Pay?

When scheduling a payment through Bill Pay, the Delivered by date is the date we estimate that the payment will be received, either electronically or physically, by the vendor.

PLEASE NOTE: Although your payment may be received on this date, the processing time can vary for each payee and could take several business days to post. Also, checks that are sent through the United States Post Office may at times experience delays. Please allow adequate time (several business days following the Delivered by date) for your payment to be posted.