Table of Contents
Before You Can Transfer #
- Review your donor hub ending balance available for transfer. Found under the “Account Report” tab.
Transfer Request #
- If This Is Your First Time Or You Need To Update Your Current Bank – Download and complete Bank information form and submit it with your Transfer Request. Please Note that a physical address is required for both bank and recipient (no PO Boxes)
- Click “Submit” below and fill out the online transfer request form via our smartsheet form. (there is no more excel sheet needed to be filled out first!)
