Recurring Payment Quick Reference Guide

Transcription

1 H O M E O W N E R S A S S O C I A T I O N S E R V I C E S Recurring Payment Quick Reference Guide 1. Go to HOABankservices.com Click the Make Payment link. 3. Click in the Sign In or Register E$Check box. 4. If you: Need to Register, click on Register Here within the New Users box. Are already registered and need to sign in, go to step #12. Note: Registration is required. 5. Find your association: Enter part of the association name. Click the Find button. Choose your association from the dropdown. 6. Create a Login ID and Password. 7. Enter the required personal information. 8. Enter your home phone number. Note: This information is required at payment setup and will pre-fill after completion. 9. Click Submit. 10. Verify the correct association was chosen by clicking OK.

2 11. Click on Proceed to Login. 12. Enter your Login ID and Password in the Registered Users Sign-In Here box. Note: For first time logins, you will be asked to select and answer 3 forgotten password questions and answers and 3 enhanced security questions and answers. 13. Click on Recurring echeck Payment.

3 14. Find your association. Enter part of the association name. Click the Find button. Choose your association from the dropdown. 15. Enter your Homeowner ID as assigned to you by your Management Company. Note: You may find your account number on your payment statement or coupon If you are unable to locate your ID contact your Management Company. 16. If applicable, complete any Personal Information fields that didn t pre-fill with information from Registration. 17. Complete Payment Information and Recurrence fields Choose a recurrence option: monthly, quarterly, or semi-annually. Select the Day of Month the first payment should be made. Choose the month and year of the first payment to be made. This can be up to one year out from the beginning month chosen.

4 18. Complete Account Information fields. Click on the radio button to select the account type, Checking or Savings. Note: If the savings and checking routing and account numbers are the same, the payment will default to the checking account. Enter and re-enter your routing and account number. Note: - Enter the routing number from a check, not a deposit slip. The deposit slip routing number is an internal bank routing number and will cause the payment to reject if entered. See the sample check to locate the routing number. - Please check with your financial institution to verify the correct numbers to use when paying from a credit union, money market, or business account. 19. Authorize the payment. Read the Authorization Agreement. Click in the box. Click Continue. 20. Verify the correct association was chosen by clicking OK. Note: If there are any errors in completing the information, there will be fields that have Required or Invalid in red to the right of the field.

5 21. Review and edit the Recurring echeck Payment schedule. Edit any date or amount, in the schedule. Delete any payments by clicking on Del. You can extend your payment schedule up to an additional 11 months by choosing month and clicking Extend. Then click Continue. 22. Read the Debit Authorization Agreement. Type in your name to verify you understand the agreement. Click Continue. 23. Review all the information entered and click Confirm.

6 24. A confirmation message will appear indicating that the payment has been successfully set up. Note: If this screen does not open, please call Union Bank Customer Service to see whether a payment has been processed, or if it needs to be re-entered. 25. A confirmation will be sent to the address provided during registration. Save this confirmation to assist with future inquires. Recurring or One-Time echeck Payments Setup Your recurring payment has been completed successfully Confirmation #: Today s date: 01/10/2017 Date of First Payment: 01/30/2017 Amount of First Payment: $85.00 From: Union Bank Homeowners Association Services Support <HOAsupport@ unionbank.com> To: homeowner@att.com Sent: Tuesday, January 10, :21 PM Subject: Union Bank Homeowners Association Services Scheduled/Automatic Payment Confirmation Thank you for using Union Bank Homeowners Association Services to make your payment. Your confirmation number is and the details of your scheduled payments are below MUFG Union Bank, N.A. All rights reserved. Member FDIC. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A (01/17)