Claim money
The Claim Money feature enables recipients of peer to peer transfers to claim funds transferred to them. The following are the modes through which the beneficiary can arrive at the claim money page.
- Link on Bank Portal.
- Click on link received through Email /Mobile SMS/ Facebook Messenger depending on the transfer mode.
To claim money:
- Arrive at the bank portal. The pre-login page of the bank’s Portal appears.
- Select the Claim Money option from the menu. The Claim Money page appears.
Claim Money – Email Mode
Field Name |
Description |
---|---|
Select Mode |
Select the mode through which the funds have been transferred. The options are:
|
|
Enter your email ID, specifically the email ID towards which the funds were transferred. |
Security Code |
Enter the security code provided to you by the initiator of the peer to peer payment. This security code is generated by the bank when the peer to peer payment is initiated and appears on the peer to peer payment confirmation screen along with the success message. The initiator, in turn, reveals the security code to the beneficiary. |
Sign In As |
Select the relationship you have with the bank, i.e. select the option New to Bank if you have no prior relationship with the bank, or select the option Existing Customer if you are an existing customer of the bank or have registered yourself previously as a peer to peer recipient. The options are:
|
- In the Select Mode field, select the mode through which the payment was made, i.e. Email, Mobile or Facebook.
- Select the Email option. The Email field appears along with the Security Code field.
OR
Select the Mobile option. The Mobile Number field appears along with the Security Code field.
OR
Select the Facebook option. The Facebook login screen appears as a pop up window. - In the Security Code field, enter the security code as provided by the initiator of the peer to peer payment.
- Select an option between New to Bank and Existing Customer.
OR
Click to navigate to the previous screen.
- If you select the option New to Bank, refer New to Bank.
- If you select the option Existing Customer, refer Login.
Claim Money – Mobile
Field Name |
Description |
---|---|
Select Mode |
Select the mode through which the funds have been transferred. The options are:
|
Mobile Number |
Enter your mobile number, specifically the mobile number towards which the funds were transferred. |
Security Code |
Enter the security code provided to you by the initiator of the peer to peer payment. This security code is generated by the bank when the peer to peer payment is initiated and appears on the peer to peer payment confirmation screen along with the success message. The initiator, in turn, reveals the security code to the beneficiary. |
Sign In As |
Select the relationship you have with the bank, i.e. select the option New to Bank if you have no prior relationship with the bank, or select the option Existing Customer if you are an existing customer of the bank or have registered yourself previously as a peer to peer recipient. The options are:
|
- In the Select Mode field, select the mode through which the payment was made, i.e. Email, Mobile or Facebook.
- Select the Mobile option. The Mobile Number field appears along with the Security Code field.
OR
Select the Email option. The Email field appears along with the Security Code field.
OR
Select the Facebook option. The Facebook login screen appears as a pop up window. - In the Security Code field, enter the security code as provided by the initiator of the peer to peer payment.
- Select an option between New to Bank and Existing Customer.
OR
Click to navigate to the previous screen.
- If you select the option New to Bank, refer New to Bank.
- If you select the option Existing Customer, refer Login.
Claim Money – Facebook Mode
Field Name |
Description |
---|---|
Select Mode |
Select the mode through which the funds have been transferred. The options are:
|
The pop up window on which you can login to your Facebook account (i.e. the account towards which the funds were transferred) appears. The following two fields are displayed through which you can login to Facebook. |
|
Email Address or Phone Number |
Enter the email address or phone number associated with your Facebook account in order to login to Facebook. |
Password |
Enter the password associated with your Facebook account in order to login to Facebook. |
Security Code |
Enter the security code provided to you by the initiator of the peer to peer payment. This security code is generated by the bank when the peer to peer payment is initiated and appears on the peer to peer payment confirmation screen along with the success message. The initiator, in turn, reveals the security code to the beneficiary. You can enter the security code once you have successfully logged into your Facebook account. |
Sign In As |
Select the relationship you have with the bank, i.e. select the option New to Bank if you have no prior relationship with the bank, or select the option Existing Customer if you are an existing customer of the bank or have registered yourself previously as a peer to peer recipient. The options are:
|
- In the Select Mode field, select the mode through which the payment was made, i.e. Email, Mobile or Facebook.
- Select the Facebook option. The Facebook login screen appears as a pop up window.
OR
Select the Email option. The Email field appears along with the Security Code field.
OR
Select the Mobile option. The Mobile Number field appears along with the Security Code field. - Enter your login credentials and log in to your Facebook account, specifically, the account towards which the funds have been transferred.
- On successful login, the Facebook Login pop up window closes.
- In the Security Code field, enter the security code as provided by the initiator of the peer to peer payment.
- Select an option between New to Bank and Existing Customer.
OR
Click to navigate to the previous screen.
- If you select the option New to Bank, refer New to Bank.
- If you select the option Existing Customer, refer Login.
New To Bank
If the user selects the option, New to Bank, the registration screen is displayed on which the user can register as a beneficiary to claim money transferred through peer to peer payments.
Field Name |
Description |
---|---|
Registration Section |
|
First Name |
Enter your first name. |
Last Name |
Enter your last name/ surname. |
Email ID |
Enter your email ID. |
Password |
Enter a password that is to be set as your login password. |
Confirm Password |
Re-enter your password so as to confirm the same. |
- In the First Name field, enter your first name.
- In the Last Name field, enter your last name/ surname.
- In the Email ID field, enter your email ID.
- In the Password field, enter a password that is to be set as your login password.
- In the Confirm Password field, re-enter the password to confirm the same.
- Click
OR
Click to cancel the transaction.
. - The Review screen appears. Verify the details, and click
OR
Click to cancel the transaction.
.
- A message confirming user registration appears.
User Registration Confirmation
- Click
You will be prompted to login.
to log in to the application.
Login
The login screen appears once the user clicks on the option Existing Customer on the Claim Money screen. In case the user has selected the option New to Bank on the Claim Money screen, he is required to first register himself as a beneficiary to claim funds transferred through peer to peer payments. Only once the user is successfully registered, will he be prompted to Login. The steps following the Login step are applicable to both users that are existing customers as well as those that had no relationship with the bank prior to registering as peer to peer payment beneficiaries.
- Enter your email ID and password defined at the time of registration in the provided fields and click
The Account Information screen appears.
.
Note: Forgot Password feature is not available for Guest Users.
Once the user logs in successfully, the Account Information screen is displayed on which the user is able to identify the account in which the funds are to be credited. The user can opt to have the funds transferred to an account that is held within the same bank or can also opt to have the funds transferred to an external bank’s account i.e. an account that is held with another bank.
Account Information – This Bank
Field Name |
Description |
---|---|
Account Information |
|
First Name |
The first name of the beneficiary is displayed. |
Last Name |
The last name/ surname of the beneficiary is displayed. |
Email ID |
The email ID of the beneficiary is displayed. |
Account with |
Select an option to identify whether the account in which the funds are to be transferred is held within the same bank or is held in another bank. The options are:
|
Account Number |
Specify the Account number that is to be credited with the transferred amount. |
- In the Account with field, select the This Bank option.
The field in which you can enter your account number appears. - Enter the account number in which the funds are to be received.
OR
Select the Other Bank option. The fields in which you can enter details of your account held with another bank appear. - Click
OR
Click to cancel the transaction.
. The Review screen appears. - Verify the details and click
OR
Click to cancel the transaction.
. The request submitted successfully message appears along with the reference number. - Click to logout from the application.
Account Information – Other Bank
Field Name |
Description |
---|---|
Account Information |
|
First Name |
The first name of the beneficiary is displayed. |
Last Name |
The last name/ surname of the beneficiary is displayed. |
Email ID |
The email ID of the beneficiary is displayed. |
Account with |
Select an option to identify whether the account in which the funds are to be transferred is held within the same bank or is held in another bank. The options are:
|
The following fields appear if you select the option Other Bank. |
|
Account Number |
Specify the Account number that is to be credited with the transferred amount. |
Account Name |
Specify the name of the account as maintained in the bank. |
IFSC code |
Enter the IFSC code of the bank in which your account is held. |
The following fields appear if you click the Lookup IFSC Code link. |
|
IFSC Code |
IFSC code of the beneficiary bank account. |
Bank Name |
Bank name corresponding to IFSC code. |
State |
State of the beneficiary bank. |
City |
City of the beneficiary bank. |
Bank Details |
Details of the bank based on the IFSC code identified. These include the name of the bank and branch as well as the physical address of the bank. |
- In the Account with field, select the Other Bank option.
The field in which you can enter details pertaining to your bank account appear.
OR
Select the This Bank option. The fields in which you can enter the account number that is held with the same bank appears. - In the Account Number field, enter the account number in which the funds are to be received.
- In the Account Name field, enter the account name of the user.
- In the IFSC Code filed, enter the bank code.
Click to validate the bank code.
OR
Select the IFSC code from the lookup. The bank details appear based on the bank code selected. - Click
OR
Click to cancel the transaction.
. The Review screen appears.
- Verify the details and click
OR
Click to cancel the transaction.
A message confirming submission of the request to receive funds in the defined account appears along with the reference number.
.
- Click
FAQs
I am the beneficiary of the payment, how do I get the security code required to claim money?