I want to modify a beneficiary

  • For your security, we recommend that separate approval by another user of changes to the beneficiary record is required, and regular checks that no unauthorised changes have been made.

    1. Either select Payments > Beneficiary library or click Beneficiary library on the Payment Management screen to display the Beneficiary Library screen.
    2. Click Down button in the beneficiary’s row and select Modify from the pop-up menu displayed.



      Alternatively, double click on the beneficiary’s row to display its details, and then click Modify at the bottom of the screen.
    3. Edit the beneficiary’s details, as required. Please check the sort code and account number are correct before proceeding.
    4. When you’ve made all your changes, click Save to save the beneficiary.
      You can also modify a beneficiary while entering the details of a new payment or a payment template. 
    5. Making an amendment in the beneficiary library will not change details for the beneficiary on any payment templates which contain the beneficiary.
    6. When beneficiary details are amended in a template there is an option to update the beneficiary library record by selecting update radio button – If this option is not selected the beneficiary library will not update
    7. If a beneficiary record in the library is deleted, and the record exists on any templates then there will be a warning that the record is contained in one or more templates

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 020 7626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We subscribe to the Lending Code; copies of the Code can be obtained from www.lendingstandardsboard.org.uk.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.