Claiming Funds via Zelle

Prefer to procure your funds using Zelle? Here's how!

Note: The payment methods available for each program need to be enabled by the institution.

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1. When the applicant is approved for funding, they will receive an email notification and their application portal will update to notify them to begin the claim process.
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2. When the applicant starts the claim funds process, they will encounter a screen that displays the various disbursement options available. 

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Note: Some of our partner organizations/institutions allow applicants to claim their emergency funds by having their funds applied to their account balance at their institution. This option is not displayed in the above screenshot.

3. Selecting the radio button next to “Zelle” and clicking the blue “Continue” button allows the applicant to begin the Zelle claim process. 

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4. The applicant will now need to confirm that their account email address is also linked to their Zelle account.

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For security purposes, we will send funds through Zelle to the email address the applicant used to create their Beam account. For instructions on updating your email address, go to the Zelle website.
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5. Clicking the blue “Submit” button allows the applicant to initiate the payment.

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Note: After selecting the blue “Submit” button, the applicant should see either a screen that indicates that the transfer has been successfully initiated or an error screen. 

 

Please visit the Claim Troubleshooting article for more support.

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