Select Accounts for Automatic Transfer

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UATTR2-01

Select Accounts for Automatic Transfer

3883

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Access this screen by selecting "Add AFT" (F5) from the previous screen.

Get the member's perspective with this online banking video: Transferring Money (More videos below!)

Helpful Resources

Also refer to the booklet, Automated Funds Transfers (AFT) / Check Funds Transfers (CFT).

Visit Show Me the Steps for easy instructions on how to use CU*BASE to complete tasks related to AFTs.

Screen Overview

Automatic Funds Transfer (AFT) is a feature that automatically performs member transfers on a recurring basis.  Transfers can be made from one account suffix to another, or even between different members.  Loan Payments, IRA distributions and normal share-to-share transfers can all be accomplished through AFT.  With AFT, a member can:

Enter the From and To accounts for the AFT transfer.  Press Enter to move to the next screen.

Transfer from account

Enter the account base and suffix from which funds should be withdrawn and transferred to another location. If an account base was entered in the Transfer From Account Base field on the previous screen, it will be filled in here; simply specify the account suffix.

Transfer to account

Enter the account base and suffix to which funds should be deposited during the transfer. If an account base was entered in the Transfer to Account Base field on the previous screen, it will be filled in here; simply specify the account suffix.

Additional Video Resources

View more member-facing online banking videos.

Visit the Show Me the Steps video library to view more videos!

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UATTR2-01.htm