Use a Transfer Template

A beneficiary template is a draft of a payment where the information about the receiver of the funds is already saved from a previous transaction.

Follow the steps below to use a template to make a transfer:

1. On the Online and Mobile Banking homepage, scroll down to the .

   

2. Click the Templates & Contacts button. The Templates page is displayed.
3. Select the template you want to use.

   

4. To access the contacts, click the Beneficiary Template button under the header.
5. Click the Edit button in the shape of a pencil. The Make a Payment page is displayed. All the details of the initial payment are displayed. Edit if needed.

   

6. Click Review payment. Then, authorize the payment by inserting the OTP.

   

7. Click Send.

   

8. Click Authorize.

   

9. A confirmation screen is displayed. Click Home to return to the home screen.