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E-Branch Wire Transfer Request

E-branch employees will follow these instructions to complete a wire transfer request

E-Branch Wire Transfer Request

Use these instructions if you are attaching a completed wire transfer form to your KeyInsight Interaction

Create an Opportunity

You will add the signed form and any additional documents after completing the Interaction

  • Open a Transaction work area to pull up a member
  • In the KeyInsight panel, click the ‘Add Interaction’ icon
  • In the Interaction Options window:
    • Type: Wire Transfer Request (O)
    • Channel: will auto populate to your personal channel
      • If you need to adjust this, delete selection and hit down arrow to choose appropriate channel.
    • Description field – enter if needed
    • Explanation field - enter if needed
  • Check the opportunity options box
    • Default and Type fields will populate automatically
    • Explanation – answer the questions.
      • DO NOT delete anything in this section
  • Insert form, click ‘Insert New Form’ above the Opportunity Options section
    • Answer ‘yes’ if you have finished filling out the interaction portion
    • Answer ‘no’ if you need to add anything additional to the interaction portion
  • The ‘process form’ window will open
    • On the left side
      • Form Type: EFT_Wire Transfer Request
    • On the right side
      • Primary Record – Type and select the member number
      • Select the Share: S 0001 First Forward Savings
    • Click ‘upload’
    • In the ‘options’ box, click ‘select’
      • Browse
      • Choose document and click ‘open’
      • Click OK and then insert
    • A confirmation box will appear, click ‘Continue’

Attach additional information documents to member profile

  • Scan documentation into Branches Scanned Item folder
  • Open a transaction work area, and pull up member profile
  • Hover over member number
    • Select ‘Document’
  • The form window will open
    • On the left side – form type: OPS_Miscellaneous Document
    • On the right side – primary record: member number will be here
      • You will not need to select a share for this
        • Click Upload
        • A window will open – click ‘Select’ under ‘Options’
          • Click ‘Browse’ and find needed document
          • Click on the intended file, and click ‘Open’
          • Click ‘Ok’ and then ‘Insert’ at the bottom of the window.
        • You will be asked to perform a File Transfer
          • Select Continue