Santander Connect Help Centre

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Beneficiary Management

How do I Search for Beneficiaries?

You can now search through all your beneficiaries by using the beneficiary long name (primary name), short name (nick name) or partial name entry.

How do I create a new domestic Beneficiary?

Beneficiaries can be stored within Santander Connect that can help to save time when making payments.   Remember, you can look up an existing beneficiary while making payments on Connect and this will automatically populate their account details.

To create a new UK-based Beneficiary;

  • Step 1: From the “Payments” tab, choose ‘Manage Beneficiaries’ from the left-hand menu.
  • Step 2: In Manage Beneficiaries select ‘Create Domestic Beneficiary’ at the bottom of the page
  • Step 3: Enter the beneficiary details (please note all fields are mandatory).
  • Step 4: Once complete, select ‘Continue’ to review the information you have input.  You will be asked to enter a challenge code into your Token and your signature response code once validated.
  • Step 5: Once reviewed, select ‘Confirm’ to create your new domestic beneficiary.
What information is needed to create a new domestic beneficiary?
  • Beneficiary Name - This can be up to 35 characters long
  • Beneficiary Short Name - Enter a short name or nickname for the beneficiary’s. This can be up to 20 characters long. This name will be used when searching for beneficiaries and payments throughout Santander Connect.
  • Sort Code - Enter the beneficiary’s 6 digit sort code.
  • Account number - Enter the beneficiary’s 8 digit account number.
How do I enter international payment beneficiary details?

International Beneficiaries can be stored within Santander Connect that can help to save time when making international payments. Remember, you can look up an existing beneficiary – This will automatically populate their account details.

To create a new International Beneficiary;

  • Step 1: From the “Payments” tab, choose ‘Manage Beneficiaries’ from the left-hand menu.
  • Step 2: In Manage Beneficiaries select ‘Create International Beneficiary’ at the bottom of the page
  • Step 3: Enter the beneficiary details (please note all fields are mandatory). 
  • Step 4: Once complete, select ‘Continue’ to review the information you have input.  You will be asked to enter a challenge code into your Token and your signature response code once validated.
  • Step 5: Once reviewed, select ‘Confirm’ to create your new domestic beneficiary.
What information is needed to create a new international beneficiary?
  • Beneficiary Name - This can be up to 35 characters long.
  • Beneficiary Short Name - Enter a short name or nickname for the beneficiary’s. This can be up to 20 characters long. This name will be used when searching for beneficiaries and payments throughout Santander Connect.
  • IBAN number - Enter the beneficiary’s account number or IBAN number (tick the required box if this is an IBAN Number).  The Beneficiary can provide you with the IBAN that can be obtained from his bank. 
  • SWIFT Code – Enter the beneficiary’s bank SWIFT code, also known as a Bank Identification Code (BIC).  This is a standard format number that uniquely identifies the bank and branch.  For the SWIFT / BIC you can specify a 8 or 11 character Code. E.g. ABBYGB2L or ABBYGB2LXXX
What does this error mean “It is not possible to send your payment with the Beneficiary details entered?

If you have received this error message when making an International Payment then phone our Helpdesk on 0800 085 1580 at your earliest convenience. It is likely that the BIC code being used is not a commonly used bank identifier and we may need to ensure a valid record exists in our systems. This can be completed within 24 hours through contacting our Helpdesk.

What is the Beneficiary customer address?

This is where you can specify the address of the beneficiary you wish to pay. This field is optional for most destination countries but mandatory for certain countries.

What are favourite beneficiaries?

By selecting up to 50 favourite beneficiary Accounts, you can save yourself time when making payments.

A list of your favourite beneficiaries will automatically be available to select via a drop down menu when populating the beneficiary account field within the payments screens. Favourite Beneficiaries are available to select when performing the following payments types and payment templates.

  • Domestic Payments (Standard and Chaps)
  • Inter-Account transfer (Sterling and Currency)
  • International or Other Payments (Draft or Electronic)
  • Creating new Standing Orders
  • Creating single payment templates
  • Creating bulk payment templates 

Please note a list of all your beneficiaries, including which beneficiaries are marked as favourite can be exported in CSV or PDF formats form the Manage Beneficiaries screen, which can be found under the payments tab.

How do I view my Favourite Beneficiaries?

Navigate to the ‘Preferences Tab’. Select ‘Favourite Beneficiaries’ from the left-hand menu. From here you can view your selected ‘Favourite Beneficiaries.’

How do I edit my Favourite Beneficiaries?

You can edit your favourite beneficiaries at any time.

  • Step A. Navigate to the ‘Preferences’ Tab. Select ‘Favourite Beneficiaries’ from the left-hand menu.
  • Step B. At the bottom of the page select ‘Change your Favourite Beneficiaries.
  • Step C. A list of all your beneficiaries will be displayed. From here you can specify which beneficiaries you would like to use as your favourites
  • Step D. Once you have selected all of the beneficiaries you wish to add as favourites select ‘Submit Selection.’
  • Step E. Your favourite Beneficiaries will have been successfully updated and a summary of your selected Favourite Beneficiaries will now be displayed. To return the Favourite Beneficiaries homepage please select ‘back to Favourite Beneficiaries.

If at any point you do not wish to proceed with any changed you can select ‘Cancel’ or ‘Back’ at any time.

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