Credit Card Setup Questionnaire
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CREDIT CARD SETUP QUESTIONNAIRE
Credit Union Information
CU Name: ___________________________________________________________________
Date scheduled for conversion: _____________________________________________
As assigned by CC Vendor
CU Contact Person: _________________________________________________________
CU Phone Number & Extension: _____________________________________________
CU Contact Email: ___________________________________________________________
Credit Card Processor Information
Credit Card Processor: __________________________________________________
CC Contact Person: _____________________________________________________
CC Contact’s Phone & Extension: _______________________________________
CC Contact Email:________________________________________________________
CC Address: _____________________________________________________________
Linked to Loan Category _________
Number of Products: __________
Do you purchase your PLASTIC from this provider? □ Yes
□ No
If Yes, provide Card Stock Number
Card Stock Number: _____________________________________________________
Institution ID: ___________________________________________________________
Security Code: __________________________________________________________
Score Card: □ Yes
□ No
Card Verification based on: □ Account Base (B) □ SSN (S)
Number of months before card expires: _________________________________
Credit Card Setup Questionnaire
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New Card Defaults:
Card Activation Code: _________________________________________________
Issue Action Code:
_________________________________________________
Additional/Replacement Card Defaults:
Card Activation Code: _________________________________________________
Issue Action Code:
_________________________________________________
Number of significant digits to be displayed:
(0-16 m