Adding a Recipient – Plastiq Help Center

A recipient is any business or party that is sent funds via Plastiq. You can add as many recipients as you like to your account and associate each one with multiple delivery methods so you can choose how a recipient is paid. Follow the steps below to learn how to add a new recipient.

Select the "Recipients" tab in your Navigation Sidebar. Then, click the "+Add New" link that you see on this screen

Tell us the name of your recipient and their payment type.

We need some contact information for this recipient. If you're paying a company, who is your point of contact there? For electronic payments (i.e. wire or ACH), we require a viable email address.

If your recipient is unable to receive emails from Plastiq due to a spam filter or server filter, it could impact the success of your payment.

Please provide an address for your recipient. Regardless of the delivery method you choose, we need a physical address.

The physical recipient address won't always match the delivery address so we highly recommend you reach out to your recipient to confirm all delivery details.

It's time to choose your delivery method! You have the option of selecting Wire, Check or ACH. Your choice will direct you to the appropriate forms to finalize the addition of this recipient.

Check, Wire and ACH Funding Details

Once you've decided on a delivery method, Plastiq will prompt you to provide more delivery details for the purpose of carrying out your payment.

Check

We need you to confirm the delivery address for this check payment. Currently, Plastiq can deliver checks to recipients within the United States and Canada.

Note- if you need to include a "C/O" or "ATTN" detail in your delivery address, you can include that information in the field marked "Apt./Suite/ Bldg."

Wire

To deliver a wire transfer, we need your recipient's wire routing number and account number. We'll also ask you to confirm the beneficiary name for that recipient's account.

For international wire recipients, this form will ask for the receiving bank's SWIFT code.

Note- the beneficiary name can be the same as what you provided for your recipient's name, but that's not always the case.

Please check with your recipient to confirm you have all of the correct information to carry out this payment.

ACH

For an ACH payment, we'll need the ACH routing and account number for your recipient's bank account.

Please keep in mind that a recipient's ACH routing number and their wire routing number could be a shared number or entirely different. Check with your recipient to ensure this detail is accurate.

ACH transfers are limited to recipients within the United States.

Note- We require viable contact and funding information to carry out a successful transfer. If you can't provide this information, we will not let you add this recipient.

Check, Wire and ACH Funding Details

Related articles