Send a Wire Transfer Using a Template


Step Actions:

1. On the Wire Transfers Summary screen, select the type of wire you want to load from the drop down list. Click New Wire.

2. The appropriate New Wire Transfer screen displays.

3. Select the appropriate template from the drop down list and click Load Template.

4. The screen prefills with data from the selected template.

5. Make any necessary changes to the template to correspond to the new transfer.

6. Click Submit Wire to process the transfer and the Wire Transfer Confirm screen displays.

7. After reviewing all information for accuracy, do one of the following:
  • Click Confirm/Submit Wire to save the information and complete the transfer.

  • Click Back and return to the New Wire Transfer screen to make other changes.

  • Click Save as Template and the Save Wire Transfer as Template screen displays. Use this option only if you want to save the changes as a new template.

  • Click Cancel to return to the Wire Transfers screen without saving the changes.





Southern Bank - BOB Preferred