Perform Wire Transfer
These steps explain how to perform an incoming or outgoing wire transfer.
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If an eReceipt appears after posting the transaction, have the member sign the signature pad. Then print and save the receipt.
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Launch Phone Operator by clicking the phone icon at the top of your CU*BASE home screen.
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Enter the member's account number.
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Click the forward arrow.
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You may need to click the forward arrow again to move past the Member Account Comments pop-up.
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Select the sub-account.
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Click Wire.
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Enter the amount of the wire transfer on the Post Wire Transfer to Member pop-up.
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Make one of the following selections in the Type field:
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In: incoming wire transfer
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Out: outgoing wire transfer
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Enter the correct wire transfer posting code.
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Click the forward arrow.
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On the first Post Wire Transfer to Member screen, enter the instructions for the sending of the wire per your credit union procedures.
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Click the forward arrow.
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On the OFAC Name Breakdown screen, click Continue to run an OFAC scan on the individual initiating the transfer.
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Follow your credit union policies on handling OFAC scans.
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If the wire transfer is being sent to an organization/business, click Organization Account to enter the name of the organization.
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Click the forward arrow if the scan results in “no hits found.”
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Click Post on the final Post Wire Transfer to Member screen.