To create a recurring or scheduled transfer, go to the Scheduled Transfers menu option found under the Transfer Funds menu.
The first screen you see will show you all transfers currently scheduled. Click the "Add" button to create a new scheduled transfer.
You will start by choosing the accounts to transfer from and to using the list boxes provided. You will then need to enter a transfer amount, start date for the transfers, and a transfer frequency. You can also enter a transfer memo that will appear in your account history and on your statements.
There are three options for controlling how long the transfers will continue. You can have them stop after a set number of transfers have been made, when a specific date has been reached, or have them go on indefinitely.
Finally, you can set up a notification message that will be sent to you when the transfer is made. The message will go to the e-mail address you have on file.
When you are done, click the "Save Transfer" button to save your selections.
NOTE: If you had Scheduled Transfers set up under the previous Online Banking system (prior to August 2010), those transfers are no longer visible in the new Online Banking system. However, those transfers are still configured in our internal computer systems and will still function as they have been even though you will not be able to see them. To change or cancel these transfers, please call the Member Contact Center, or click the Contact Us link in Online Banking.