Hello,
The following questions are for Wire Department processors, managers, etc. For reference, we utilize the DirectLine Wire function of SilverLake, and process approximately
60-70 daily, incoming/outgoing wires combined.
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With regard to Incoming Wire posting with Misdescription of Beneficiary/Beneficiary Name Mismatch, what type of process do you follow to decide whether to post
or return?
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Do you post all wires based on account number only, without comparing beneficiary name on the wire vs the account title it is posting to?
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Or do you compare beneficiary name on the wire vs the account title it is posting to for each incoming wire?
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If so, what types of name mismatch do you allow for posting?
Examples:
Account Title (A) Wire Beneficiary Name (W)
(A) The Archery Shop Company VS (W) Arrow Builders LLC
(A) The Archery Shop Company VS (W) William Jones
(A) The Archery Shop Company VS (W) The Archery Shop LLC
(A) The Archery Shop Company VS (W) TASC
(A) The Archery Shop Company VS (W) Archery Shop
(A) The Archery Shop Company VS (W) The Archery Shop Company of Pennsylvania
Regulation J leaves this question up for interpretation for banks that process incoming wires manually, instead of automatic posting/returning based solely on account
number.
Any input is appreciated.
Thank you,
Sara Jones
Finance Department
AVP - Wire Transfer Supervisor
Peoples Security Bank and Trust Company
150 North Washington Ave
Scranton, PA 18503
Phone: 570-346-7741
Ext: 2371
Fax: 570-504-0779
Email:
xxxxxx@psbt.com
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