To Add a Loan Payment:

1. From the left menu, under Payment, click Add.
   The Payment & Taxability page appears.
   
2. On the Payment & Taxability page, enter information in appropriate fields. Note Payable Date defaults to next business day.
   
3. From the bottom of the page, click Deductions.
   The Deduction page appears. Note Deductions are needed if a loan fee applies to the payment.
   
4. Enter Deduction information.
5. From the bottom of the page, click Disbursement.
   Disbursement Instructions page appears.
6. If needed, enter the following information:
   • Alternate Payment Address
   • Special Handling Instructions
   • Electronic Transfer Information Note The payment cannot have both mailing instructions and Electronic Transfer Information.
7. Click Save.
   Message appears indicating a successful save.
   

To discontinue adding a payment:

1. From the left menu, click any option before saving payment.
   

Related Topics

Benefit Payments Overview

Payment Add - Dividends

Payment Add - Installments

Payment Add - Non-qualified Lump Sum

Payment Add - Non-qualified Periodic

Payment Add - Qualified Lump Sum

Payment Add - Qualified Periodic