15 STEPS
1. This tutorial shows how to enter your bank account and tax ID for the Ref Insight Pay system.
Not all Payors use Ref Insight Pay. For those that do, this information is needed to process and send payments to your bank account.
2. From the home page, click Ref Insight Pay.
3. The first step is to enter your bank information, including the routing number, account number, and account type of where you want payments sent.
Click the arrow next to Update Bank Account to expand the dropdown.
4. Select the bank account type. Your options are checking or savings.
For this example, we will choose checking.
5. Here is an example of where you can find the routing and account numbers on a check.
This information can also be obtained by logging into your bank's website and retrieving this information from your account profile.
6. Type in the Routing number of your bank. It will be a 9-digit number.
The routing number entered here is for demonstration purposes only.
7. Type in the Account number.
In this example, it is a checking account number. The number entered here is for demonstration purposes only.
8. Type in the Account number again to confirm it.
Click Save Bank Info.
8b. Click
9. Confirm this information is correct by clicking the Save Bank Info button.
You can update this information later if it changes.
10. The next step is to Update your Tax ID. This information allows Payors who use other forms of payment methods, like cash, checks, or other electronic systems, to complete end-of-year tax filing.
Click the arrow next to Update Tax ID.
11. The Tax ID type defaults to SSN.
If you have a business tied to your officiating, such as an LLC, choose Business EIN instead.
12. Type in your Tax ID number and click Save Tax Info when finished.
The SSN number entered here is for demonstration purposes only.
12b. Click
13. Confirm this action by clicking the Save Tax Info button.
14. Your bank account and Tax ID information are now stored. You can update this information as needed by returning to this page.
For answers to Frequently Asked Questions, click the arrow next to FAQ.
15. Thank you for watching the tutorial on entering your payment information for Ref Insight Pay.
