CHASE CONNECT®

USER GUIDEACH Debit Block

EnrollmentHelp protect your accounts from unauthorized debits.

Choose accounts to enroll in ACH Debit Block

2Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

YALE VISION INC.

Bank accounts

COMMERCIAL CHECKING (…7890)

Enrollment Allowed Payees

ACH Debit Activity < >

ACH Debit Block Settings

1

Select Account

management

and then ACH

Debit Block

3Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

YALE VISION INC.

COMMERCIAL CHECKING (…7890)

COMMERCIAL CHECKING (…5678)

COMMERCIAL CHECKING (…9962)

DARBY DELIVERY CO.

2

Choose the Accounts

to enroll in ACH Debit

Block and click Next

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings < >

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COMMERCIAL CHECKING (…7890)

COMMERCIAL CHECKING (…5678)

ACH Debit Block Enrollment

ACH Debit protection

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-

-

ACH Debit Block

-

Included

YALE VISION INC.

Accounts(s)

COMMERCIAL CHECKING (…7890)

Amount limits

Monthly service fee

COMMERCIAL CHECKING (…5678)

Amount limits

Monthly service fee

i

i

i

i

i

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings

3

Review enrollment

information and

click Submit

< >

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Note: Within one business day begin to use the ACH Debit Block report to choose which payees are allowed to debit from your account

Note: As soon as enrollment into ACH Debit block has been completed all ACH Debits are blocked from enrolled accounts

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings

You're enrolled in ACH Debit Block

4

To allow payments the

day you enroll in ACH

Debit Block, click Add

allowed payee to add

payees manually

< >

Allowed PayeesAs soon as enrollment into ACH Debit block has been

completed all ACH Debits are blocked from enrolled accounts. Follow these steps to add allowed payees

7Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings

YALE VISION INC.

Bank accounts

COMMERCIAL CHECKING (…7890) 1

Select Account

management

and then ACH

Debit Block

< >

8Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

You've enrolled in ACH Debit t

3

Block.

2

Click Allowed

payees Click Add

allowed payee

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings < >

9Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

4

Complete all the

necessary payee

information and

click Next

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings < >

10Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

Mars Paper Industries

Miles Inc.

Allied Waste Services

Building Management Services

5

Once a payee has been

added you can add

additional accounts for

each payee by clicking

Add account

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings < >

ACH Debit ActivityACH debit activity allows you to monitor for possible

unauthorized activity. Decide which payees to keep blocked and which, if any, to allow to debit your account

12Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings

YALE VISION INC.

Bank accounts

COMMERCIAL CHECKING (…7890) 1

Select Account

management

and then ACH

Debit Block

< >

13Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

Miles Inc.

Allied Waste Services

Building Management

Ser..

Mars Paper Industries

2Click ACH debit activity

to view payees. Take

actions on which, if any,

payees you’d like to allow

to debit your account by

clicking Allow payee

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings

Note: Adding a payee will allow for future debits to occur. It does not allow for the currently blocked debit to be processed

< >

14Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

Mars Paper Industries

3

Complete the

information for

allowable payees

and click Next

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings < >

ACH Debit Block SettingsView, update or change ACH Debit Block services on accounts

16Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings

YALE VISION INC.

Bank accounts

COMMERCIAL CHECKING (…7890) 1

Select Account

management

and then ACH

Debit Block

< >

17Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

YALE VISION INC.

2

Click Settings and

select the entity and

account to view ACH

Debit Block status

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings < >

18Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

COMMERCIAL CHECKING (…7890)

COMMERCIAL CHECKING (…5678)

COMMERCIAL CHECKING (…1234)

DARBY DELIVERY CO.

COMMERCIAL CHECKING (…6689)

COMMERCIAL CHECKING (…7453)

3

Choose to: Block all

ACH Debits, Review all

ACH Debit transactions

or opt for No service

and click Save

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings < >

19Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

Commercial Checking (…7890)

Commercial Checking (…7536)

Unenroll >

Activate >

Active

Not active

Note: Be sure to set up alerts for the ACH Debit Block service

4

After making the

necessary changes,

click Save

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings < >

20Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

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