Managing Beneficiaries

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Create a Beneficiary Template

1. Select the ‘Payments and Transfers’ option from the drop-down menu.

2. Then select ‘Manage Beneficiaries’.

3. To create a beneficiary

4. Click ‘Continue’.

5. A warning message will appear. If you are sure the details are correct click ‘Confirm’ or choose to ‘Cancel’ or ‘Modify’.

6. An alert will be sent to your phone saying a new template has been set up.

7. New beneficiary will appear in ‘Manage Beneficiary’ list.

1. Select the ‘Payments and Transfers’ option from the drop-down menu.

2. Select ‘Manage Beneficiaries’.

3. To update or delete saved beneficiaries, select the drop-down arrow next to the relevant account.

4. When selecting ‘Edit’ you can amend:

5. Once completed, click ‘Continue’ or if you wish to exit all together, click ‘Cancel’.

6. To delete a template click ‘Remove’ then you will be asked to confirm.