Direct to Bank

March 17, 2018

Direct to Bank

Direct to Bank is a service offered by Western Union to allow a customer to send money to a personal bank account.

To Send a Direct to Bank transaction

  1. From the Main Menu, click the Send Money (F5) button or press the F5 key.
  2. From the Send Money Menu, click the Direct to Bank (F10) button or press the F10 key.

  3. The Direct to Bank screen appears

Direct to Bank screen

Enter the customers card or phone number and click on the Search (Enter) button or the press the Enter key.

  1. The Sender Selection List appears

Sender Selection List

To select a sender from the list use your mouse or the Tab key to highlight an option, then click on the Select (Enter) button or press the Enter key.

To add a new sender click the New Sender (Alt-S) button or press the Alt-S keys.

Click the Cancel (Esc) button or press the Esc key to cancel the transaction and return to the Send Money Menu.

  1. The Receiver Selection List appears

Receiver Selection List

To select a receiver from the list use your mouse or the Tab key to highlight an option, then click on the Select (Enter) button or press the Enter key.

To add a new receiver click the Add Receiver (Alt-A) button or press the Alt-A keys.

Click the Cancel (Esc) button or press the Esc key to cancel the transaction and return to the Sender Selection List.

  1. The Receiver Confirmation Screen appears

Receiver Confirmation Screen

Confirm the Receiver’s bank information and click the OK (Enter) button or press the Enter key to continue.

Click Cancel (Esc) or press the Esc key to return to the previous screen.

  1. The 2. Transaction Details tab appears

Transaction Details tab

Fill in the amount and any other information that is necessary.

Click on the Back to Main (Esc) button or press the Esc key to return to the Send Money Menu.

Click on the Switch (Alt-C) button or press the Alt-C keys to cancel the transfer or change to another product.

Click on the Remote Agent (Alt-G) button or press the Alt-G keys to open the Remote Agent dialog box.

Click on the Bank Info (Alt-N) button or press the Alt-N keys to open the Bank Information dialog box.

Click on the Submit (Enter) button or press the Enter key to send the transaction.

  1. The 3. Finish tab appears

Finish tab

Follow the instructions on the 3. Finish tab, then click the Done (Enter) button to return to the Main Menu.