Have you ever forgotten to make a transfer between your Allegacy accounts? Do you regularly transfer funds between your accounts or another members' accounts? If so, then "Scheduled and Recurring Transfers" is going to make your life much easier!

The "Scheduled and Recurring Transfer" option in WebBanking™ allows you to schedule a transfer to occur automatically on a designated date in the future or on a regular basis for a specified period of time. You can even move money into another members account (such as a child or a spouse). When the transfer takes place, you will receive an email notification. As you will see below, these are really easy to schedule.

How Other Members Use "Scheduled and Recurring Transfers":

• Transfer money into a child's account each week while their child is away at school
• Make a loan payment every month without having to remember to manually make the payment
• Schedule transfers to take place while on vacation
• Add extra money to a savings account every payday

How to Set Up "Scheduled and Recurring Transfers":

• Sign into WebBanking.
• Click on "Scheduled and Recurring Transfers" from the Options menu on the left-hand side.
• Click the "Add" button.
• Enter the amount, the account you are transferring from, and the account you are transferring to. (If you need to transfer to another member's account and it isn't listed in the drop-down box, have that member sign into WebBanking and submit a Cross-Member Transfer request under Secure Forms to enable you to transfer money into their account.)
• Enter the date that you want the transfer to take place. (Note that transfers will happen around 8:00 a.m. Eastern Time.)
• Choose the option button for a "One Time" transfer or choose a frequency option of you are scheduling a recurring transfer.
• If you chose one of the frequency options, enter the number of times you want the transfer to occur. (For example, if you chose "Weekly" and you want the transfer to occur every week for a year, then enter "52".)
• Enter your email address. (If you are doing a cross-member transfer and prefer for the person receiving the funds to receive an email, enter their email address.)
• Enter the text for the email that you want to receive. (For example, "$200 has been transferred from your Checking Account to Chris's Savings Account.")
• Click the "Save Transfer" button and then "Confirm Transfer."
• You will see a list of all your Scheduled and Recurring Transfers with an option to edit or delete them as needed.

If you have any questions about "Scheduled and Recurring Transfers" please contact us online via Secure Chat, via email at allegacy@allegacyfcu.org, or via phone at 336-774-3400 / 800-782-4670.