TLDR: This section guides you through confirming gift details: amount, repayability, and whether the money has been sent. You enter the gift amount, specify if it's repayable, and provide sending date, bank account, and reference if applicable. Then, input the recipient's name, mobile, email, and your relationship to them. Finally, review and edit all details before submitting.
Gift Details
During this section, you will be asked to confirm:
- The gift amount
- If the gift is repayable
- Whether the money has been sent or not
First, select ‘Begin’ next to Gift Details. You will then need to type in the gift amount before selecting ‘Continue’ at the bottom of the screen. Next, select whether or not the gift is repayable.
|
|
If the gift is repayable, you will need to enter the date it was sent to the recipient, select which bank account it came from and how it is referenced on your bank statements.
If you have already added a bank account in the app, this will come up when you tap on the ‘Select Account’ drop down. If you need to link a new account you can do this by following these instructions.
If you have not sent the gift yet, you will only be asked to confirm the date you plan to send this.
|
Next, you will need to confirm who the recipient of the gift is. Enter their full name and then select ‘Continue’ at the bottom of the screen. Use the fields to type in the recipients mobile number and email address and select ‘Continue’ at the bottom of the screen.
Finally, use the drop down list to confirm your relationship with them. Select ‘Continue’ at the bottom of the screen.
|
|
You will then be able to review all of the details entered and edit anything necessary before submitting this part of the task.