How to Access Account Information

Transcription

Using the Credit Cards Link
Making a Payment by Mail
Using the Online Banking Link
Using AutoPay to Make a Payment
Contact Us by Phone
Using Bill Payer to Make a Payment
Making a Payment
Accessing Your Account
Chevron Federal Credit Union
Other Payment Options
CFCU Credit Cards
We want to keep your banking easy at Chevron Federal Credit Union, so we’ve
created different ways to:
• Access Your Credit Card Account Information
• Make Credit Card Payments
 For step-by-step demonstrations on how to access your credit card account online
or how to set up AutoPay, go to Credit Cards on our website and click one of the
following links:
• My Account Access Demo
• Setting up AutoPay Demo
 If you just need the basics, follow the steps in the next section, Accessing Your
Account, to quickly access your account information or review the Credit Card
Quick Reference on our website.
 To review your options for making a credit card payment, go to the section Making
a Payment beginning on the next page.
CFCU Credit Cards: Accessing Your Account
There are at least three ways to access your account information:
• Online through the CREDIT CARDS link on the right side of our website
homepage.
• Online through the ONLINE BANKING link on our website.
• Using the 800# and your telephone.
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CFCU Credit Cards: Accessing Your Account Online
Using the CREDIT CARDS Link
From our website (www.chevronfcu.org):
• Click the CREDIT CARDS link at the right of your screen.
• Click MY ACCOUNT ACCESS.
Using the ONLINE BANKING Link
• Log in to ONLINE BANKING:
Enter your MEMBER NUMBER and press ENTER on your keyboard.
Answer your Security Plus question.
Verify your Security Plus phrase and image.
Enter your password and press ENTER on your keyboard.
• Click ADDITIONAL SERVICES in the menu tabs at the top of your screen.
• Click LINKS (in the links just below the ADDITIONAL SERVICES tab).
• Click MY ACCOUNT ACCESS in the CREDIT CARDS section at the top of the page.
Contact Us by Phone
Our Cardmember Service is always open to assist you 24 hours a day, 7 days a
week, 365 days a year. To reach us:
Within the U.S., call toll free:
Outside the U.S., call collect or direct:
1-800-558-3424
1-701-461-1878
(These are also the numbers to call to report a lost or stolen card.)
CFCU Credit Cards: Making a Payment
Because we all handle our finances differently, we’ve given you options for making
credit card payments:
By mail
In person
By computer
By telephone
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CFCU Credit Cards: Making a Payment by Mail
Mail your payments directly to Cardmember Service for processing.
Cardmember Service
P.O. Box 790408
St. Louis, MO 63179-0408
CFCU Credit Cards: Making a Payment Online
Make payments online through Credit Card Service AutoPay or PC Access Bill Payer.
Using AutoPay to Make a Payment
AutoPay may be used each month to pay your credit card bill, or AutoPay can be set
up to automatically make your payment for you each month. To set up AutoPay,
access your credit card account online though MY ACCOUNT ACCESS and follow the
instructions in the previous section, Accessing Your Account, to access the ONLINE
ACCOUNT ACCESS screen.
Accessing Your Account Information
From the ONLINE ACCOUNT ACCESS screen, you can:
• Log in to the main Credit Card Services homepage (1).
• Enroll for online services for the first time (2).
• Set the screen you wish to visit first (3).
• View an ONLINE
OVERVIEW of the website
(4).
4
1
2
3
Credit Card Services Home Page
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• To log in and set your destination to the
MANAGE PAYMENTS screen in one step:
Enter your PERSONAL ID (1) and
PASSWORD (2) in the fields provided.
Use the down arrow next to the SELECT
YOUR DESTINATION field (3) to open the
screen selection menu.
Select MANAGE PAYMENTS (4) from the
drop-down menu.
Click LOGIN (5).
The MANAGE PAYMENT screen opens.
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2
3
5
4
Online Account Access Screen Showing
Your Destinations
• To log in to the CREDIT CARD SERVICES homepage (TRANSACTION DETAILS):
Enter your PERSONAL ID (6) and PASSWORD (7) in the fields provided.
Click LOGIN (8).
The TRANSACTION DETAILS screen opens. The TRANSACTION DETAILS screen is
the Credit Card Services homepage.
To make a payment, click MANAGE PAYMENTS in the menu at either the left (9)
or right (10) of your screen.
The MANAGE PAYMENTS screen opens.
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7
Online Account Access Screen and
Credit Card Services Transaction Details Homepage
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From the MANAGE PAYMENTS screen, click MAKE A
PAYMENT (1) to make a one-time payment.
1
Manage Payments Screen
Before Making a Payment: Payment Accounts
Before making a payment online, you must set up the accounts you wish the funds to
come from. You must enter at least one payment account, but may enter up to four
payment accounts.
• If you have already set up a payment account, the ADD OR EDIT ACCOUNTS FOR
PAYMENT screen will show the account information in the Payment Accounts
table, and you may move ahead to page 8, Making a Payment.
• If you have not yet set up a payment account, the Payment Accounts table will
be empty and you will need to add a payment account.
Click ADD AN ACCOUNT (2).
The ACCOUNT INFORMATION
screen opens.
Payment
Accounts
Table
2
Add or Edit Accounts for Payment Screen
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Complete the following requested
information:
♦ ACCOUNT TYPE (1)
Click either:
 CHECKING
OR
 SAVINGS
1
If using a MarketEdge account,
choose CHECKING, even though
MarketEdge accounts are savings
accounts.
2
NOTE:
All savings accounts,
3
including MarketEdge
accounts, are limited to a
total of six (6) withdrawals or
4
5
transfers per month.
♦ ROUTING NUMBER (2)
Account Information Screen
 Enter your financial institution’s ABA
routing number in the field provided.
 For CFCU accounts, enter routing number 321075947.
 For checking accounts, this number is located at the bottom of your
checks.
 For savings accounts, you may need to ask your financial institution.
 Reenter the same routing number for verification.
♦ ACCOUNT NUMBER (3)
 Enter your account number in the field provided.
If you are using a CFCU checking account, your account number is the
14-digit number shown at the bottom of your checks.
 Reenter the same account number for verification.
If you change your mind about adding a payment account, but want to continue
with the payment process, click BACK (4) to return to the previous screen and
continue the payment process with an existing payment account.
Click CONTINUE (5).
The REVIEW ACCOUNT INFORMATION screen opens.
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Verify the information you entered on the
previous screen (1):
♦ If you find errors, click BACK (2) to
return to the previous screen and
correct your information.
♦ If you do not want to continue with
setting up a new Payment Account,
click CANCEL (3).
Click SUBMIT (4) to complete the Payment
Account set up.
The CONFIRM ACCOUNT INFORMATION
screen opens.
1
2
3
4
Review Account Information Screen
The CONFIRM ACCOUNT INFORMATION screen
is the final confirmation of your account
changes. From this screen, you may:
5
• Print this page for your records (5).
• Click MANAGE PAYMENTS (6) to return to
the MANAGE PAYMENTS screen to:
Make a payment.
Set up automatic payments.
• Click ADD/EDIT MORE ACCOUNTS (7) to
return to the VIEW PAYMENT ACCOUNTS
screen to:
Add additional payment accounts.
Edit existing payment accounts.
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7
Confirm Account Information Screen
Click MANAGE PAYMENTS to continue with the payment process.
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Making a Payment
Once you have set up at least one payment
account, you can:
• Use SET UP AUTOPAY (1) to set up a recurring
monthly payment. This is a repeating monthly
payment.
• Use MAKE A PAYMENT (2) to set up a one-time
payment. This payment will not repeat.
1
2
Manage Payments Screen
Click MAKE A PAYMENT (2) to open the REQUEST A
PAYMENT screen.
Request a Payment Screen
• If you need to add a new Payment Account,
click ADD/EDIT MORE PAYMENT ACCOUNTS (3).
• If you want to make a payment, complete the
remaining fields on the screen.
PAYMENT AMOUNT (4). Select one of the
following payment amounts:
♦ NEXT MINIMUM PAYMENT
♦ LAST STATEMENT BALANCE
♦ CURRENT BALANCE
♦ OTHER AMOUNT
If you wish to pay an amount other than
one of the amounts shown, click OTHER
AMOUNT and enter the amount in the field.
NOTE:
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Request a Payment Screen-Step 1
Although this example shows the NEXT MINIMUM
PAYMENT and LAST STATEMENT BALANCE as $0.00,
your screen will match your most current credit
card statement.
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PAYMENT DUE DATE (1)
This will match the Due Date shown on your
statement.
SELECT PAYMENT POSTING DATE (2)
Select a date for your payment to post
against your account; it does not need to
match your PAYMENT DUE DATE.
♦ Click in the field.
♦ Enter the date in the format shown:
MM/DD/YYYY
1
OR
♦ Click the calendar next to the date
field and
2
♦ Click a date.
• Click CONTINUE (3) to move to the next
screen.
OR click CANCEL to cancel the payment.
3
Request a Payment Screen-Step 1
Review Your Payment
Verify the information you entered on the previous screen before finalizing your
payment.
NOTE:
This screen shows the actual (exact)
date your payment will be made. If
the date you selected on the
previous screen falls on a weekend
or holiday or you are making your
payment after 7 p.m. CT, your
payment will be processed the next
business day.
• Click BACK to return to the previous screen
and change payment information.
• Click CANCEL to cancel the payment.
• Click SUBMIT to move to the next screen and
complete the payment process.
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Review Your Payment-Step 2
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Payment Confirmation
The PAYMENT CONFIRMATION
screen is the final screen. From
this screen:
2
• Print a Payment Confirmation
for your records (1).
• View your payment schedule
(2).
3
Payment Confirmation Screen-Step 3
• Review the payment information for the payment you just made (3).
• LOG OUT (4) of Credit Card Services.
Using Bill Payer to Make a Payment
When setting up your credit card in Bill Payer, use the following payee information:
Cardmember Service
P.O. Box 790408
St. Louis, MO 63179-0408
• Log in to ONLINE BANKING:
Enter your MEMBER NUMBER and press ENTER on your keyboard.
Answer your Security Plus question.
Verify your Security Plus phrase and image.
Enter your password and press ENTER on your keyboard.
• Using the tabs at the top of your screen, click BILL PAYER (5).
The MAKE PAYMENTS screen opens.
• Click in the PAY SOMEONE NEW field and type CARDMEMBER SERVICE (6).
• Press ENTER on
your keyboard or
click ADD (7).
The ADD A
PERSON OR
BUSINESS TO PAY
screen opens.
5
6
PC Access Bill Payer
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• Complete the screen as
shown.
• Click CONTINUE (1).
1
• Review the information
you entered.
If the information is
correct, click GO TO
MAKE PAYMENTS (2).
If the information is
incorrect, click
CHANGE (3).
Add a Person or Business to Pay
3
2
Correct the incorrect information
and click SAVE CHANGES (4).
4
Bill Payer Payee Information
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Once the information has been entered and confirmed, you may make payments
through Bill Payer along with your other payments.
Bill Payer Make Payments Screen
CFCU Credit Cards: Other Payment Options
In Person
You may make your credit card payments at your local CFCU branch.
By Telephone
Calling Cardmember Service
When calling Cardmember Service, you have two options for making telephone credit
card payments:
You may use Telephone Access to automatically make a payment.
You may have a representative assist you. Payments made through a
Cardmember Service Representative are assessed a $10.00 fee.
Within the U.S.
1-800-558-3424
Outside the U.S. 1-701-461-1878
(If a representative helps you to set up Telephone Access, but you call back to
make the payment without assistance, you will not incur the $10.00 fee.)
Calling CFCU Call Center
You may also choose to call our Call Center for assistance at 1-800-232-8101. Our
Call Center is open 24 hours, seven days a week, 365 days a year. There is no
charge for this service.
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How to Access Account Information

Transcription

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