• How to create wire transfer templates

    FirstMerit e-Connect allows you to easily create Wire Transfer Templates.
    To begin, click the Wires tab to the top of the page.
  • Click the compose tab.
  • From the Compose tab select "Wire #" from the drop down.
  • Select "Wire" from the next drop down.
  • Click the Create button.
  • From the New Wire view, select "Domestic" from the Type drop down.
  • Enter a description.
  • Select an account from the Debit Account # drop down
  • Enter an amount.
  • Enter the Beneficiary Information and Reference for Beneficiary.
  • Next, click the "Lookup" link to search for a Receiving Bank.
  • Enter the Receiving Bank name in the field and click the Search button
  • Select the desired Receiving Bank name link the the search results (information will automactically populate the requisite fields for the selected Receiving Bank)
  • Click the "Create a Template From This Wire" check box.
  • The "Allow Wire Initiator to Change Reference OBI" will appear. Check this box too.
  • Click the Queue button.
  • Next, click the Transactions tab.
  • Click the top checkbox.
  • Click the Release button.
  • A Confirmation message will appear. Click OK to release the select items.
  • Enter a Token Code to release the Wires..
  • The Wire has been successfully created.