Forward Funds

These steps explain how to withdraw funds from one member’s account and forward them to another member's account.

• Be sure to activate your drawer prior to following these steps.

• If the funds forward process was not completed properly, the Teller Audit the forwarded funds will then be counted as Cash Out.

• If an eReceipt appears after posting the transaction, have the member sign the signature pad. Then print and save the receipt.

1. Launch Tool #1 Teller Line Posting.

2. Enter your employee ID and password.

3. Enter the member's account number.

4. Enter the member's name ID if required.

5. Click the forward arrow.

   • You may need to click the forward arrow again to move past the Choose an Owner and/or Verify Member pop-ups.

6. Enter the withdrawal amount in the appropriate Withdrawal Amount field.

7. Click Bal Forward/New Member.

8. Enter the account number and name ID, if required, that correspond to the account to which you'd like to forward funds.

9. Click the forward arrow.

   • You may need to click the forward arrow again to move past the Choose an Owner and/or the Verify Member pop-ups.

10. Enter the deposit amount in the appropriate Deposit Amount field.

11. Click Refresh Cash Back or click the forward arrow to confirm that the Cash back field is correct.  

    • This amount should be zero if you have only transferred money from one account to another.

12. Click Post.

13. Follow steps 7-12 to forward any remaining funds to additional members.