How to Send and Receive Money with Zelle® in the Bank of America App


Zelle How-To Demo Video Script
5/31/2018 Art card: How to send money to friends and
family using our app with Zelle® — no matter where they bank.” VO: The Bank of America mobile banking app,
together with Zelle, lets you securely send or request money to friends and family, no
matter where they bank. To get started, open your app, sign-in and select Transfer|Send. Lower-third disclosure: “”Must have a bank
account in the U.S. to use Zelle®.” Lower-third disclosure: “We do not provide
purchase or buyer protection for goods or services you purchase using Zelle. VO: If this is your first time sending money,
select “Begin Setup.” VO: Next, add your contact information and
select the account where you want to receive your money and accept the agreement. When
prompted, enter the code to confirm we have your contact information correct. VO: Now you are set to send & receive money
using Zelle in the Bank of America app. VO: Now, say you want to send $20 to Tim Jones
for yesterday’s lunch. In Transfer | Send, tap Send, select Tim from your Recipients
list or add from Contacts. Enter the amount, select the account, add an optional note,
and tap Send Money. The money, along with a message, is on its way to Tim. VO: Tim will then get a text or email saying
you sent him money. If he’s already enrolled with Zelle, the funds will go right to his
bank account, otherwise he’ll be guided through an easy enrollment. VO: You can also Request Money, like $15 from
Robin for the cab you shared last night. From Transfer|Send select Request, find Robin in
your Contacts, enter the amount, and she will instantly be sent a message that you requested
the money. If she’s not already using Zelle, she will receive a message with instructions
on how to get started. VO: You can even split a request among your
friends, like for the group dinner you paid for last night. Select friends in your Contacts,
enter the total amount of the dinner ($120) and the math will be done for you. Add an
optional note, adjust individual amounts as needed, and the requests will be sent instantly. VO: So next time you need to pay someone back,
just open your Bank of America app. You can confidently send or request money to or from
friends and family, no matter where they bank. Lower-third disclosure: “”Must have a bank
account in the U.S. to use Zelle®.” Lower-third disclosure: “We do not provide
purchase or buyer protection for goods or services you purchase using Zelle. VO: Now, it’s easy to move money – fast.
Art card: Bank of America | Zelle® Disclosures:
Bank of America, N.A. Member FDIC. ©2018 Bank of America Corporation.
Mobile Banking requires that you download the Mobile Banking app and is only available
for select mobile devices. Message and data rates may apply.
Transfers require enrollment in the service and must be made from an eligible Bank of
America consumer deposit account to a domestic bank account or debit card. Recipients have
14 days to register to receive money or the transfer will be canceled. It may take 1 to
3 business days to complete the first transfer to a newly registered recipient. After that,
future transfers between registered users will typically be completed within minutes.
We will send you an email alert with delivery details immediately after you schedule the
transfer. Dollar and frequency limits apply. See the Online Banking Service Agreement for
details, including cut-off and delivery times. Data connection required. Wireless carrier
charges may apply. Zelle is intended for sending money to family,
friends, and people with whom you are familiar. We recommend that you not use Zelle to send
money to persons that you do not know. Zelle and the Zelle related marks are wholly
owned by Early Warning Services, LLC and are used herein under license.
Bank of America and the Bank of America logo are registered trademarks of the Bank of America
Corporation.

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