---
title: "Requesting beneficiary details - NexPay"
description: "When you don't have someone's bank details, send them a secure form to fill in themselves. Here's how to send a request and share the link."
lastModified: "2026-06-02"
lang: "en"
url: https://nexpay.com.au/training/recipients/requesting-beneficiary-details
---
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# Requesting beneficiary details - NexPay

## At a glance

- **Intended for:** Agents & school admins
- **Reading time:** 4 minutes
- **Last updated:** 1st June 2026

**TL;DR:** If you don't have a recipient's bank details, use "Request Beneficiary." You enter their name, email, and the destination country and currency, optionally ask for job details, and NexPay sends them a secure form to complete. You get a shareable link (plus WhatsApp, email, and a QR code). Once they submit, the request comes to you to review and approve before they can receive funds.

{/* Body content for requesting beneficiary details */}

## When you don't have the bank details

Sometimes you need to pay someone whose bank details you don't have — a new individual beneficiary, say. Asking them to email an account number is awkward and risky: details get mistyped, and sensitive information ends up in chat threads. NexPay offers a better way. You send the person a secure form, and they fill in their own details. You never handle their banking information, and the person who knows the account best is the one entering it.

This article shows you how to send a request and share it.

> **For agents and schools:** A request is the safe default whenever you're unsure of someone's details. It shifts the accuracy to the person who actually has the account, and keeps sensitive data off email.

## Starting a request

From the **Recipients** page, click **Add Beneficiary** and choose **Request Beneficiary**. You'll provide a few things to get the form on its way:

- **Name** and **email** — who you're requesting from
- **Destination country** and **currency** — so the form asks for the right bank fields
- **Job details** (optional) — tick this to ask for their occupation and place of employment
- **Reason** and **disclaimer** (optional) — a short note giving them context, and any disclaimer you want shown

You can also choose to have NexPay **email them an invitation** directly, so they get the form without you doing anything further.

> **Quick tip:** Adding a short reason helps the recipient understand why they're being asked — a stranger receiving a "please enter your bank details" link is reasonably cautious, and a line of context turns that hesitation into a completed form.

## Sharing the link

After you create the request, NexPay gives you everything you need to get it to the person:

- A **copyable link** you can paste anywhere
- **Share on WhatsApp**
- **Share via email**
- An **Open Link** option to preview it
- A **QR code** they can scan

So even if you don't send the automatic email, you can pass the link along however suits — handy when the person is easiest to reach on WhatsApp, or in person via the QR code.

## What the recipient does

The person opens the form and fills in their own details — their banking information for the country you specified, any documents needed, and the job details if you asked for them. Because they're entering it directly on a secure form, nothing sensitive travels over email or chat, and the details come from the source.

## After they submit

A completed request doesn't go live automatically — it comes back to you or a manager to **review**. You check the details and then approve or reject. Once approved, the recipient is ready to receive funds and behaves like any other recipient on your list. The review side is covered in [approving beneficiary requests](/training/recipients/approving-beneficiary-requests.md).

You can keep an eye on requests you've sent from the **Requests** view in the Recipients area, where each shows its status so you can see what's still outstanding.

## Your next step

- **You're the one reviewing requests?** Read [approving beneficiary requests](/training/recipients/approving-beneficiary-requests.md).
- **Have the details already?** Add them directly via [managing beneficiaries](/training/recipients/managing-beneficiaries.md).
- **Recipient approved and ready?** Go to [creating a payment](/training/payments/creating-a-payment.md).
- **Curious why details get checked?** See [identity verification and AML](/training/trust-and-compliance/identity-verification-and-aml.md).

## Checkpoint

After reading this, you should be able to:

- Start a beneficiary request with a name, email, country, and currency
- Optionally ask for job details and add a reason or disclaimer
- Share the request by automatic email, copy link, WhatsApp, email, or QR code
- Explain why a request is safer than collecting bank details yourself
- Know that a submitted request returns to you for review before the recipient is ready

## Frequently asked questions

### Why send a request instead of just entering the details myself?

Two reasons. You avoid handling sensitive bank details — the recipient enters their own, so there's less room for a transcription error and less for you to hold. And it's often simply easier; the person with the account knows it best. Use a request whenever you don't have complete, confident details to hand.

### What do I need to start a request?

The recipient's name and email, and the destination country and currency. That's enough to send them a form. You can optionally ask them to include job details (occupation and place of employment) and add a reason or a short disclaimer if you'd like to give them context.

### How does the recipient receive the form?

You can have NexPay email them an invitation, and you also get a shareable link you can send yourself — by WhatsApp, email, or as a QR code. However you share it, they open the form and fill in their own details and any required documents.

### What happens after they submit?

The completed request comes back to you (or a manager) to review. You check the details, then approve or reject. Once approved, the recipient is ready to receive funds. See approving beneficiary requests for the review side.

### Can I track requests I've sent?

Yes. The Recipients area has a Requests view where sent requests appear with their status, so you can see which are still waiting and which have come back for review.

### Is the form secure for the recipient to use?

Yes. The recipient fills in their own banking and identity details on a secure form rather than sending them to you over email or chat, which is both safer and cleaner for everyone.

## More on NexPay

**Platform**

- [For students & parents](/for-students-and-parents.md)
- [For ed. agents](/for-education-agents.md)
- [For universities](/for-universities.md)
- [For schools](/for-schools.md)
- [For accommodation](/for-accommodation.md)
- [AI automation](/payments-ai-automation.md)
- [Pricing](/pricing.md)

**Help & resources**

- [Training](/training.md)
- [Contact](/contact-us.md)
- [Developers](/api.md)
- [Zapier integration](/zapier.md)
- [Claude & ChatGPT](/mcp.md) — Claude & ChatGPT integration

**Company**

- [About](/about.md) — About NexPay
- [Jobs](/about.md#jobs)
- [Blog](/blog.md)
- [Media](/media.md)
- [Events](/events.md)

**Trust & locations**

- [Trust & Regulatory](/trust.md)
- [Our offices](/locations.md)

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- [Target Market Determination](/target-market-determination/)
- [Group Regulatory Disclosure](/group-regulatory-disclosure/)
- [Fees & FX Schedule](/fees-and-fx/)
- [Developer & API Terms](/developer-terms/)

## NexPay

NexPay Pty Ltd (ABN 56 153 910 984) holds Australian Financial Services Licence No. 560782 and is authorised to provide non-cash payment services to retail and wholesale clients in Australia.

- **Address:** Level 12, 64 York St, Sydney NSW 2000, Australia
- **Support:** [support@nexpay.com.au](mailto:support@nexpay.com.au)
- **Status:** [https://nexpay1.statuspage.io/](https://nexpay1.statuspage.io/)

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