Table of Contents
BEFORE You Can Transfer #
- Review your donor hub ending balance available for transfer. Found under the “Account Report” tab.
- Check If Your Project Has Any Outstanding Items! Review this in your own project overview tab of your slack project channel under Key Links ->”Report on Items Needing Attention”
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 The Button To Make Your Transfer! #
- there is no more excel sheet needed to be filled out first!
