Butterfield Online - How To: Beneficiaries and Templates
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The Bank of N.T. Butterfield & Son Limited | www.butterfieldgroup.com 68 Front Street, Hamilton HM 12, Bermuda Tel (441) 295 1111 | Fax (441) 292 4365 Information Classification: Public Butterfield Online - How To: Beneficiaries and Templates Pre-set beneficiaries and templates are helpful for recurring transactions. This fea- ture will save you time when funds have to be sent to the beneficiary. To set up a beneficiary click “Beneficiaries” on the menu along the left-hand side of your screen. Click “Add New” in the Beneficiary Maintenance screen. Enter Beneficiary name and their e-mail address (optional). In this example we will use “Joe the Handyman”. Select the user that the beneficiary will be used by, and click “Submit”. Page 1 of 6
