If your organization needs to update your banking information for any reason, then your team will need to submit a request to our Payments Team to start the process of unlocking your bank account section.
Required Information
The information you'll need:
A letter from your organization's representative confirming that the bank account is authorized to be updated.
You can find who your organization representative is by navigating to your Bank Account & Verification page in GiveGab, and seeing who is listed under the Payment Processor Verification section.
Even if you are the organization representative, you still need to provide the letter verifying the change.
If the representative listed is no longer with the organization, check if there is a blue "Update Verification Details" button that will allow you to update the representative associated with your account.
The letter needs to:
Be on your organization's official letterhead.
Be dated.
Contain a statement confirming the bank account change is authorized.
Be signed by the organization representative.
*Do NOT include your banking details in this letter.
A color scan of your ID.
This can be your Driver's License or Passport
Submitting Your Request
To submit your request to update your organization's bank account change request, follow the step-by-step instructions below.
Click the "Create your password" link.
You'll be asked to select your region with the default being United States, click continue.
Fill out the relevant information on the form:
First Name
Last Name
Phone Number
Email
Confirm Email
Password
Confirm Password
Organization's Name
Zip Code
Organization Country
Scroll to the bottom past the IRS AND/OR NCES Information section and click "Submit."
You'll receive an activate email to proceed.
Click on the link in the email to activate your email, and then click on the Proceed button.
Note: This login can be used in the future for other items like Organization Representative Changes or other Bank Account Changes as needed. You only need to complete this registration process once.
You'll be brought to the Welcome Page, where you can click "Start a New Application" to submit your documentation for the bank account change.
Provide your First Name, Last Name, Email Address on the first page of the application, and click the Save and Proceed button.
Click the checkbox next to "Match: Check this box to associate this individual with this application" to match the profile you created previously to this form submission, and click the Save and Proceed button.
Click each Upload File button to upload:
The letter from your organization representative AND
Your photo ID
If your uploads are successful, the file names will populate on the screen after closing the upload window.
Click on the Save and Proceed button to go to the Review/Verification page.
Review the information provided and then click the Submit button to submit the request for your Bank Account Change.
Verify that you'd like to submit the application by clicking "OK" in the pop-up modal.
Then your submission is sent! You'll be directed to the confirmation page, and in a few minutes you'll receive an email confirmation of your submission.
Processing Your Request
After receiving your request, our Payments Team will review the documentation provided to determine if it's sufficient enough to proceed with the bank account change.
If the documentation is sufficient, our team will reach out to you once your request has been approved and your organization can make updates to your banking information via the "Change Bank Account" button.
If the documentation is not sufficient, our team will reach out to you directly to get updated information.
After updating your banking information, you should receive payouts to your updated account.
FAQs
Why do we have to register somewhere to submit our bank account change?
We've updated our bank account change process to make it more secure.
This allows us to validate requests better upfront, and verify that bank account changes for accounts are authorized.
What is CyberGrants?
CyberGrants is another product within Bonterra's suite of products! They are a part of the Bonterra family, just as GiveGab is.
Since their product does allow for form submissions with documentation uploads, our team has decided to leverage their product for some processes like Bank Account Changes and Organization Representative Changes.
Is my submission only valid for 24 hours like previously?
No! Your submission is valid beyond the 24 hour period. We will notify you when your submission has been reviewed and approved, so your team can make the adjustments to your bank account.
Will I need to submit a new request in the future for any bank account changes?
Yes! Any new bank account change will still require a new form submission.
What if I don't heard back about my request?
If you don't receive a response within 2 business days of your submission, please contact payments@bonterratech.com so our team can double-check on our end and help resolve the issue.
Support
If you have any questions or issues with this process, please email payments@bonterratech.com for support.