Pay-a-Person Instructions
At Allegacy, your security is our top priority. That’s why we’re making an important change to how you send money.
Pay-a-Person(P2P) is a free digital service available to members through online banking and mobile banking that provides an easy, seamless experience to help members quickly move their money. It replaces the need for cash, downloading a separate payment app, and check writing when paying a person.
Step-By-Step Instructions
Pay-a-Person is designed for payments made to individuals. The Sender of the payment must be a member of Allegacy. However, the Recipient of the payment can be anyone in the United States with a deposit account at a financial institution or a debit card that accepts a credit push. End-users should never send someone they do not know a P2P payment.
Here are a few instructions with screenshots:
To Access Pay-a-Person in Online Banking:
1. Select Pay-a-Person from the Move Money menu
2. Upon initial login, the user will need to complete the registration form and accept the Terms and Conditions.
To Access Pay-a-Person in Mobile Banking:
1. Select “Pay-a-Person” from the More menu
2. Upon initial login, the user will need to complete the registration form and accept the Terms and Conditions.
After completing the registration form, the Welcome Screen will display.
The user can set up preferences by selecting “Continue to Settings” or select “Skip and do later” to begin adding contacts.
Select “Default Funding Account and Alert Preferences”
Adding a contact
Select Add Contact
Adding a Contact requires 2-Step Verification. The code will be sent to the member’s mobile number on file.
Select option to receive code, then select “Send Code”
Code will be sent based on user preference
Enter the code. Select “Verify Code”.
The Add Contact Screen will then display.
Input Contact Information – Name, mobile number or email address (only one is required)
Select how the Contact will receive the
payment notification – by SMS or email
Input security question and answer; the contact
must answer this question correctly to receive funds;
select “Save” or “Save and Pay”
Sending a Payment
To Pay-a-Person, Select Pay on the Welcome Screen.
Select the Recipient or Add a contact by selecting
the plus icon “+” to the right of Pay A Person; Select Next
Input the Amount of the payment and a note if desired
The From account will default to the account
selected in Settings; to change the account, select the
arrow to the right and select a different account; select
Send date and Frequency; Select Pay
Select Confirm to Send the Payment; Select Cancel to make corrections
The Confirmation Screen will display; select Done
Reviewing Scheduled Payments
Scheduled Payments will show on the Welcome Screen; To see details of a payment, select a payment from the list
Reviewing Payment History
Select History to see payments that have already processed
Proof of Payment is available via the Payment Detail (Mobile View) and can be printed by the user.
Proof of Payment is available via the Payment Detail (Desktop View) and can be printed by the user.