EFTA00186532

# Metavante Corporation
## Credit Card Services

**Credit Card Account Maintenance**
Account Record, Card, PIN

**Act #**
Jonathan Mackenzie
Business Name

**Account Record Changes**

- Close Account
- Cards Returned
- Remove Reissue Block
- Add Soc. Sec. #
- Add Telephone #
- Name Change
- To:
- Address Change to City, State, ZIP
- Add Cardholder
- Order Card
- Delete Cardholder
- Add Authorized User
- Order Card
- Delete Authorized User
- Add Credit Rating
- Add Type Code
- Add Automatic Payment Deduction
- TR#
- Minimum payment
- Delete Automatic Payment Deduction
- Add E-mail Address
- Add Mother’s Maiden Name
- Add Secondary CH SS#
- Add Secondary CH DOB
- Add Secondary CH Daytime Phone
- Add Fax Number
- Add Cell Phone#
- Add Pager Number
- Privacy Option

**Insurance**

- Add Insurance
- If adding insurance, attach a signed copy of the insurance application

**Free Text Message/Miscellaneous Instructions**

**Financial Institution Name:**
Bank #

**Print Name:**
Telephone:

**AP Trasling Number:**

For Marital Property States Only

- Married
- Not Married
- Legally Separated
- Spouse's Name
- Street Address
- City, State, ZIP

**Card Issurance**

- Order New Card for Must work below to indicate the type of card ordered
  - Send Card:
    - Normal Delivery – 7 to 10 days
    - Express Delivery – 2 days ($10.00 charge)
    - Saturday Delivery ($10.00)
    - Sunday Delivery ($10.00)

- Charge:
  - Cardholder
  - Financial Institution
  - Address to Mail Card:
    - Name
    - Street Address
    - City, ST, ZIP
    - Charge Cardholder Replacement Card Fee of $

**PIN Issurance**

- Order PIN Reminder
  - PIN Federal Express – 3 days ($10.00 charge)
  - Charge:
    - Cardholder
    - Financial Institution
  - Send PIN to Alternate Address Below
    - Name
    - Street Address
    - City, State, ZIP

- Balance / Payment Transfers
  - Transfer balance of $
    - From account #
    - To account #
  - Transfer payment of $
    - From account #
    - To account #

**Convenience Checks**

- Send Convenience Checks – # of books
    - Name
    - Street Address
    - City, State, ZIP

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Agent # 9