Change Financial Check Payee

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Overview of IL161

The Change Financial Check Payee screen allows you to modify the payee information for UNPRINTED financial checks, such as investment, loan or portfolio payouts.


  • From the DDI Connect main menu, double-click Financial Services
  • Double-click Data Processing
  • Double-click Financial Services Administration
  • Double-click Change Financial Check Payee. You will see a screen similar to this one:


Change Fin Check Payee 1.png


To modify a payee, you must first locate the check. On the left side of the screen, click the checking account that the check will be generated out of. This will list all the unprinted checks in that account:


Change Fin Check Payee 2.png


On the right side of the screen, locate the check that you wish to modify. When you find it, click it once to highlight:


Change Fin Check Payee 3.png


When you have selected the check, click the Edit button on the toolbar. This will activate the fields for modification:


Change Fin Check Payee 4.png


Click the Name radio button. This will allow you to look up the PIN for the new payee:


Change Fin Check Payee 5.png


Click the search icon to locate the PIN. You can also click the envelope icon if you wish to select an alternate address for the existing PIN.


Once you have selected the updated information, it will populate in the New Payee area:


Change Fin Check Payee 6.png


If all appears correct, click Save. The payee will now be changed:


Change Fin Check Payee 7.png

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