Bank account details identify the account used to receive payments for a registered covered entity and include information such as the account name, routing number, and account number.
Use the Bank Account Details task in Workspace to review the banking information currently on file for a registered covered entity and update the information if it has changed.
Review bank account information
To review or update the bank account details on file for a covered entity, complete the Bank Account Details task in Workspace using the steps below.
Navigate to My Workspace.
Select the General category.
Locate and expand the Bank Account Details task.
Select the covered entity whose bank account information you want to review.
Tip: If the covered entity is not displayed, use the 340B ID filter to select a specific covered entity or change the Status filter. You can filter tasks by To do, Complete, or All Tasks.
Review the instructions and existing bank account information displayed in the details panel.
Confirm whether the existing bank account information is correct:
If the information is correct, select Yes, the stored info does not require updating.
If the information has changed, select No, I need to update this information and provide the updated bank account details.
Review the information for accuracy and follow the remaining on-screen instructions to submit the task.
Review and select Submit & Complete to submit the document and complete the task.
Once submitted, the Bank Account Details task is marked complete for the selected covered entity.
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