self care - web121.udp.comweb121.udp.com/selfcare529/online payment tool.pdfcopyright udp, 2009 self...

Copyright UDP, 2009 Self Care TOP

Online Bill Payment and Account Management

Online Self Care lets you pay your bills and manage your accounts.

This document will help guide you through using the Self Care system.

What Do You Want To Do?

Change your password

Change your email address

Manage your saved accounts

Set up automatic payments

Save account information

Save or update a checking account

Save or update a credit card

View billing history and print bills

Pay your bill

View and manage payments

See recent payments

Cancel a scheduled Auto Pay Payment

Cancel a Scheduled Payment

Disable Auto Pay

View Usage Details (Long Distance Toll)

Self Care


Self Care Home

When you first log onto Self Care you will be in the Home screen.

The home screen shows you basic Account Information and your current payment

information.

Click “Home” in the menu to come back to this start screen.

Self Care Main Menu

All of the payment and account

management options are found in the Self

Care main menu.

Place your mouse cursor over the menu

and the list of options will expand below.

Move your mouse to the desired item and

left-click to open it.


If you are NOT redirected to the enrollment window, disregard this page.

Reenrollment

Welcome to the new online self care payment system. Before you can use the new

Self Care system, you must be enrolled.

If you have used the online payment process in the past just login just as you

normally would with your username (E-bill ID) and password. You will be directed to

the Self Care Enrollment screen. Follow the steps below to re-enroll, and then use

your new username and password to login.

Enrollment Process

1. Enter a User ID. Your User ID can be any combination of letters or

numbers. Do not include spaces or special characters (#, $ %, &, etc) (You

can enter your E-bill ID if you prefer to keep using it).

2. Enter your email address.

3. Enter a new password. (Password must be 7 characters long and contain

at least one number).

4. Select a Secret Question.

5. Enter your Secret Question Answer.

6. Click on the “Submit” button.

Once your new enrollment information is submitted, you will be taken back to the

login screen where you can log in using your new User ID and Password.


Change Your Password

Enter your old password (the

password you logged in with).

Enter your New Password.

The new password must be at

least seven characters long and

contain at least one number.

Confirm the New Password and

click Submit.

Change Your Email Address

Type the new email address over the

existing email address and the click

Submit.

As added protection of your

information, anytime your email

address is changed your OLD address

will be sent an email notification of the.

If you did not make the change yourself, or request that it be changed, you should

notify your provider immediately.


Pay Your Bill

Using A Saved Account

Pay bills and schedule future payments

using the Pay Bill option.

Enter the amount of the payment by

either selecting Total Amount Due or

by selecting Pay Other Amount.

Select the Saved Account option, and

then use the drop down to choose the

account you wish to use.

Enter the payment date. You can click

the calendar icon to select the date.

Click the “Next” button.

In the next window, click “Submit Payment” to add to the payment schedule.

Your payment is now scheduled.


Using A Checking Account

Select the Checking Account Payment Method to make your payment from a

checking account.

Remember to enter the Payment Amount and the Payment Date.

Click on the Next button to continue.

The Next step is to provide the information for the checking account that will be

debited.

Enter your bank or credit Union Routing

Number and the Account Number.

As shown in this illustration, the

checking account information window

indicates where this information is

located on your checks.

Once the information is entered, click

on the Submit Payment button.

For payments submitted for immediate posting, a receipt will be generated at the

time the payment is submitted. Click the Print Receipt button to send the receipt to

a printer.

NOTE: Checking and Card information used for one time payments is not saved after

the payment is posted. If you wish to save a new account, go to the Manage Saved

Accounts option in the main menu.


Using A Credit Card

Select the Credit/Debit/ATM Card Payment Method to make or schedule your

payment using a card.

Remember to enter the Payment Amount and the Payment Date and then click the

Next button.

Enter the Card Information. All

information must be entered exactly as it

appears on the card.

The Security Code (also known as a CVN

or Card Verification Number) is three

digits, located on the back of most

cards.

On American

Express cards the

CVN number is four

digits and on the

front of the card.

With all card information entered, click the Submit Payment button.

On credit card payments submitted for

immediate posting, a payment receipt will be

generated.

Click the Print Receipt button to send the

receipt to a printer.


Payment Activity

Payment Activity displays your manually and automatically scheduled payments and

recent payments.

Scheduled Payments shows you:

Payments scheduled for Auto Pay. How to cancel an Auto Pay Payment.

Manually Scheduled Payments. You can cancel manually scheduled payments

from this screen. To cancel a payment, just click the Cancel button and

acknowledge the payment cancellation.

NOTE: Auto Pay payments must be edited via the Manage Saved Accounts option.

Recent Payments shows you:

Up to the most recent six payments (or other transactions) on your account.


Manage Your Saved Accounts

You have the option of storing account information that can be used when

scheduling automatic payments or making single payments online.

You can save as many checking, bank or credit card accounts as you like.

When you select the Manage Saved Accounts menu option, two windows will display,

one for Credit Card Account Information and one for Checking Account Information.

To add accounts click the Add Checking Account or Add Credit Card buttons. To edit

existing saved accounts, click Edit.

Once you have entered the new account or card information, or updated existing

information, click Update to complete the process.


Add or Update Checking Account Information

Click on Add Checking Account to provide

checking account information. You will

need to know your bank or credit union’s

Routing Number and your Account Number.

The Auto Pay option is also available. (See

below for more information about Auto

Pay.)

Enter your Routing Number and Account

Number in the appropriate spaces, and

then click Update. Routing and

account numbers can be found at the

bottom of your checks (right).

Your checking account information is

now stored and ready to be used for manual and/or automatic payments.

Add or Update Credit Card Information

Click on the Add Credit Card button to

add a stored credit card account for

making scheduled and single

payments. Click Edit to update

existing saved information.

Enter the Card Number, Card Type, the

Name exactly as it appears on the

card, and the Expiration Date.

Check the Enable Auto Pay box if you

want payments to be automatically

charged to this account each month. (See below for more information about Auto

Pay.)

Click Update when you are finished.

Your credit card information is now stored and ready to be used for manual and/or

automatic payments.


Auto Pay

Auto Pay lets you have payments automatically debited to a selected account each

month. Please note that Auto Pay can only be enabled on one saved account at any

given time. Auto Pay can be used with either credit cards or checking accounts (see

below).

To use Auto Pay, just click the Enable Auto Pay check box when you enter or update

account information.

Auto Pay Options:

Post Payments Prior to Due Date – With Auto Pay you can post payments to your

account up to 15 days prior to the actual bill due date. To post ON the due date,

leave “0” in this box.

Amount Due or Other Amount – Pay full

Amount (amount due) is selected by

default, but you also have the option of

paying a different amount. Click the “Pay

other amount” button and enter the

amount you’d like to pay.

These options apply to both checking

account and credit card.

When you have finished, click the Update

button.

Your Credit Card Information is now

stored and ready to make automatic

payments.

Please be aware that if you already have Automatic Draft Payments set up

through your provider, Self Care Auto Pay will not be available.

If you cannot enable Self Care Auto Pay because of active Automatic Draft

Payments, please contact your provider.


Cancelling Auto Pay Payments

Payments scheduled by Auto Pay must be cancelled by disabling the Auto Pay Option

on the saved account.

Go to Manage Saved Accounts in the main menu.

In Manage Saved Accounts, locate the account selected for Auto Pay.

Click the Edit button to open the account information window.

Uncheck the ”Enable Auto Pay” box to cancel the automatic payment.

Remember, once Auto Pay is disabled, payments will no longer be automatically

debited. You must re-Enable Auto Pay to continue automatic payments.


View Bill History

You can review any previous bill by selecting the View Bill History option in the Main

menu.

Past bills are available for a maximum

of 24 months.

Each bill is identified by the billing

Month and Year and is presented in

Adobe PDF format.

To view a bill simply click on the

Adobe icon that corresponds to the

bill you want to see. You will have the

option of opening or saving the bill.


View Usage History (Long Distance Toll)

The Usage Details option gives you access to a list of Long Distance Toll usage

information going back three months. The list is downloadable in Microsoft Excel®

format.

Select Usage Details under the Options menu.


Self Care Online Bill Payment and Account Management

self care - web121.udp.comweb121.udp.com/selfcare529/online payment tool.pdfcopyright udp, 2009 self...

Documents