ATM Card/PIN Order

Description

BIN portion of PAN selected by credit union employee. Card portion of number is either auto-generated or left as input capable depending the BIN configuration.

5 character number

Card Type Description from BIN configuration.

Account number entered from Attached accounts screen.

If member number entered will bring in the Primary account holder information. Can be changed.

• When ordering a card, enter a caret symbol (^) to indicate the separator between first name, middle initial, and last name. Use Enter to view how the name will appear embossed on the card. Do not use this symbol to indicate a space. Example: MARY BETH O DONNELL - enter MARY^B^O DONNELL or MARY BETH^O DONNELL.

• Middle names must be 1 initial when ordering a card.

• If no carets are used, CU*BASE will display a warning message along the bottom of the screen, alerting you to the issue with the name.

• The caret (^) symbol is created when holding down SHIFT and pressing the number 6, on most standard QWERTY keyboards.

• Carets do not pertain to Business Names.

This is reserved for use with platforms that will accept a two line card embossing through the ATM/Debit batch maintenance sent nightly. The usage of carets also applies to Line 2 name.

• A few vendors support this through online processing. Please check with the vendor to see if it supports this process or not before using.

This number is configured in the BIN configuration as the maximum number of characters allowed to be embossed on the card. CU*BASE will display the number of characters used in the embossed name when Enter is pressed to refresh the member name appearance on the card. If too many characters are used, CU*BASE will display a warning message along the bottom of the screen. This number is based on vendor requirements.

After entering the member names to emboss, press enter to refresh this field to display how the member name will print on the card. You are able to retype a member name and press enter to refresh as many times as you need to get the card up to standard.

After entering the funding accounts using the Accounts button, you can use this button to select an additional joint owner to create an emboss order. This will fill the fields for the embossed name, as well as the card activation fields. Be sure to verify this information is the correct information you would like to send in the card order file (you can manually change the activation information if needed).

Date shown is calculated by using the number of months to expire information from the BIN configuration.

If checked, CU*BASE will send the card order nightly with the batch transmission.

If checked, CU*BASE will send the card order and PIN order with the batch transmission.

If checked, CU*BASE will send the card maintenance nightly with the batch transmission.

• If the order was made same-day, click the lock symbol that appears directly next to this field to make the field input capable.  

• Refer to the CU*BASE link at the top of this page for instructions on cancelling ATM or debit card orders (same day only).

Service Charge Group controls which transactions the member will be receive a fee for, including number of free transactions and amount of fee.

This field will only be visible if your vendor supports the sending of card stock. Card stock options are configured by the card stock configuration (associated with the BIN), and can contain multiple stock options if this is available with your vendor.

Indicates whether the emboss style will be raised on non-raised emboss.  If either is allowed by the BIN, then select the correct emboss style.

Design image codes can only be printed on card stock that supports the printing of images.  Learn more about printing a design on a card here.  

The system populates the Primary Account holder SSN, but this number can be changed if the card order is for other cardholders (will send and store the SSN for the cardholders in the card files).

The system populates the card activation field using the phone number on the member record that is flagged as the nighttime #.

The card activation phone number can be changed if the order is for other cardholders (will send the vendor different phone numbers in the card files).

• When ordering a card for a member, which phone numbers are sent to the vendor?

• Where do I label member phone numbers to that they are sent correctly to my vendor  when I order that member a card?

• When ordering a plastic for my member, the card activation phone number is all zeroes and I cannot order a card.

• What happens to card activations if I have more than one Nighttime or Daytime phone number for a member? What if they are the same number?

The system populates the Primary Account holder birthday, but you may change this information to match the birthdate of the cardholder activating the card.

This field is used to define what the maximum amount of funds the credit union will allow this member to take for PIN transactions daily while credit union is online with CU*BASE.

This field is used to define what the maximum amount of funds the credit union will allow this member to take for PIN transactions daily while credit union is offline with CU*BASE.

This checkbox indicates whether this card is allowed to perform this function (check for allowed). This field is used when determining whether or not a member is authorized to perform this type of transaction.

• IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

This checkbox indicates whether this card is allowed to perform this function (check for allowed).

• IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

This checkbox indicates whether this card is allowed to perform this function (check for allowed)

• IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

This checkbox indicates whether this card is allowed to perform this function (check for allowed)

• IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

This checkbox indicates whether this card is allowed to perform this function (check for allowed)

• IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

These fields relate to the Visa® Account Updater (VAU) and Mastercard® Automatic Billing Updater (ABU) service. This service allows you to attach a previous card number on file to a new card order so that payments with merchants (such as Netflix, for example) will still go through without issue. These services  are controlled by flags in the Vendor Configuration and the CU Feature Configuration. Contact SettleMINT EFT for more information on activating or deactivating this service.

To complete a card order, you must select from one of the options below:

Opt out:This field is used in instances where the cardholder does not want the VAU/ABU card-level change information sent to merchants.

Opt in: This option is used for new card orders only where the cardholder wants the VAU/ABU card-level change information sent to merchants.

Opt-in is not allowed on a current card. A message will display, ‘VAU Opt-Back-In only must be done on your vendor card portal.’

The requirements for this field vary by the participating vendors:What are the required and optional fields for VAU/ABU when ordering a debit or credit card?

Select the spyglass to view previous card numbers. Note that only previous Visa cards can be sent with Visa, and previous Mastercard with new Mastercard. You can attach a card regardless of closed, warm, hot, or active status. After a card has been selected, a confirmation window will appear.

The previous card number’s expiration date will default to what is on file. A change made here, such as to correct an expiration for a Temp-to-Perm card,  will update the expiration in the PANCARD file, but will not transmit to the vendor to update the old card.