Point Breeze Breakfast: A Guide to Wire Transfers

When it comes to wire transfers, having the right information can make all the difference in expediting the process. At Point Breeze Credit Union, we want to ensure that our members have a smooth and seamless experience when transferring funds. In this article, we will outline the necessary steps to complete a wire transfer at one of our offices.

Providing Wire Transfer Instructions

To begin, please make sure you have obtained the wire instruction form from the recipient of the funds. This will help streamline the process. If completing a wire transfer in person at one of our offices, allow sufficient time for the transaction to be processed.

In addition to providing the wire instruction form, you may also be asked to provide photo identification, as well as your current street address and daytime phone number.

Required Information

To ensure a successful wire transfer, please have the following information readily available:

* Beneficiary Address (full address including Street, City, State, and Zip)

* Beneficiary Account Number (account to be credited)

* Beneficiary Name (person who will receive the funds)

* Bank Address (full address including Street, City, State, and Zip)

Additional Requirements for Home Refinances

If you are applying for a home refinance loan, please provide additional documentation, including:

* Year-end statement from current mortgage holder(s)

* Current homeowner’s/flood insurance policy(s)

* Ratified contract of sale and listing, if applicable

If you have any questions or need additional information or clarification regarding wire transfers, please do not hesitate to contact us at 888.233.7228.

At Point Breeze Credit Union, our goal is to make the loan application process as smooth and efficient as possible. By providing the necessary documentation and information, you can help ensure timely processing of your loan application. We look forward to serving you!

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