Business Admin User Guide_Company Use

Admin User Guide

Element

Description

Select to enable additional fields.

Rush Card Details

Click if a signature is required for delivery. Your financial institution may have this option set so that it is automatically enabled, and the user is unable to update it.

Signature Required

Select from the drop-down list to choose the card shipping instructions.

Shipping Instructions

Type a contact phone number.

Contact Phone

Add additional information regarding the delivery instructions for the rush card. Select from the drop-down list where the rush card is mailed. This is only required when Rush Card Delivery is requested.

Special Instructions

Card Mailing Address

The phone extension is optional.

Contact Phone Extension

Card Mailing Address Address Line 1

If Other Address is selected, type an alternate address to send the rush card.

If Other Address is selected, type any additional alternate address information in this optional field. If Other Address is selected, type any additional alternate address information in this optional field.

Address Line 2

Address Line 3

If Other Address is selected, type the city for the alternate address.

City

If Other Address is selected, select the state for the alternate address from the drop-down list.

State

If Other Address is selected, type the alternate address Zip Code.

Zip Code

If Other Address is selected, click to indicate a foreign address. Select the country from the drop- down list. Important! Requests that involve foreign addresses may be processed as a queued request depending on the options enabled by your financial institution. This function is sent real time if it is added when setting up a new cardholder. If it is added later, it is queued to the institution. Select the Account Type from the drop-down list: D – Checking / S – Savings. Type the name of the institution that receives the debit transaction for an automatic payment. Type the checking or savings account number from which the system drafts the automatic payment. Type the routing number for the institution from which the system drafts the automatic payment. If the Monthly frequency is selected, this indicates the number of calendar days after the statement billing date that the auto payment is processed. If the Specific Date frequency is selected, this is the actual date the auto payment is processed. Select the percentage of the account's balance that is used to calculate the automatic debit. This field is only required when the value P is selected from the Auto Pay Option field. Type the fixed amount of the automatic debit. This field is only required when the value A is selected from the Auto Pay Option field. This section only appears when auto enrollment into eZCardInfo/My Card Statement is allowed by the financial institution. Note: These fields do not display if Auto Enrollment into eZCardInfo/MyCardStatement is not enabled. Select to enable additional fields. Select the auto pay option from the drop-down list. Select the frequency of the automatic payments from the drop-down list.

Foreign Address

Auto Pay

Auto Pay Details

Autopay Account Type

Bank Account Name

Bank Account Number

Routing Transit Number

Auto Pay Option

Frequency

Day

Percentage

Fixed Amount

Auto Enrollment

Select to enable additional fields.

Auto Enrollment Details

Type the email address where eZCardInfo/My Card Statement enrollment email notification is sent.

Email

Type in the username.

Username

Type a temporary password for this account’s access into eZCardInfo/My Card Statement. Re-type the temporary password for this account’s access into eZCardInfo/My Card Statement.

Password

Verify Password

© 2018 Fidelity National Information Services, Inc and its subsidiaries. All rights reserved worldwide. This document is protected as a trade secret and under the copyright laws as the property of Fidelity National Information Services, Inc. Copying, reproduction, or distribution to third parties is strictly prohibited. Admin User Guide v1

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