T
o order an online credit card for a co-applicant on the loan account, you would complete the following steps:
- Launch Tool #12 "Update/Order Online Credit Cards"
- Enter the member number and suffix for the Visa loan account
OR
If you have the last 4 digits of the primary member's Visa card number, you may enter that instead
- Use Enter to continue
- On the next screen you will see a card that has been ordered for your primary member only. On the lower left corner of the screen, choose Add New Card.
- On the Authorized Users screen leave the names of the people who will get a card checked. Uncheck the names of people who for whom you do not want to order a card.
- NOTE: This screen is where you would add any other Authorized Users in the Other Names fields.
- On the next screen is where you would choose emboss settings (such as send PIN mailer, 3 day priority handling, etc.
- NOTE: If using the multi-pan feature, change the Social Security Number (SSN) and phone number to that of the person receiving the card.
- Choose Continue
- On the next screen, leave the names of the people who will receive a card highlighted.
- Choose Submit Order at the bottom of the screen.
There is a report available in CU*Spy after end of day processing where you can verify any online credit cards you have ordered. The report title is
PCTMXX2A.
Use the related links for more details.