Submitting a Secure Form
Setting up a Scheduled Transfer
Setting up a Notification

Submitting a Secure Form

We require members who want to update their account information online do it through the secure forms within Dort Online™ Banking. We require the secure forms because they validate your identity to us. Here are some of the available forms:

• Address Change Request
• Payroll Disbursement
• Cross Member Transfer
• VISA Dispute
• Check Copy Request

To submit one of these forms first login to Dort Online™ Banking.

Once you are logged in, click on the 'Secure Forms' tab on the top of the page.

Then select the form you want to complete. In this example, the 'Change Your Address' form.

Fill out the form, keeping in mind that * items are required fields, and click on the 'Submit' button.

The secure form is immediately transmitted to Dort Federal and your request will be completed by the end of the next business day.

[Top]

---

Setting up a Scheduled Transfer

Scheduled transfers are an easy way to make sure the money you need is in the right account, at the right time. To get started setting up a one-time future transfer or a monthly or quarterly one, login to Dort Online™ Banking.

Once you are logged in, click on the 'Transfer Funds' tab on the top of the page and then click on the 'Scheduled Transfer' link.

Click on the 'Add' button.

Put the amount of the transfer, the account you want the money to come from, the account you want the money to go to, and the date you want the transfer to start.

Select when you want the transfer to take place.

Select the number of transfers, which is really the length of time you want the scheduled transfer to run (in this example 12 transfers means the monthly transfer will run for 12 months and then stop), the email address you would like to be notified at, and the message you would like in the email (this is a good place to remind yourself when the transfer is going to end so you can extend it if you need to).

Click on the 'Save Transfer' button.

Verify the information and click on the 'Confirm Transfer' button.

If you need to edit or delete a transfer you have set up, you can click on the links next to the transfer.

[Top]

---

Setting up a Notification

Notifications help you keep track of account balances by letting you know when an account balance goes above or below a certain level, a level that you get to select. To get started setting up an account notification, login to Dort Online™ Banking.

Select your notification type and click on 'Add'.

Select an account, some criteria, your email address and what you want your email notification to say. Then click on the 'Submit'.

If you need to edit or delete a notification you have set up, you can click on the links next to the notification

[Top]