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If a client is on the Load Upon Activation subprogram (103596 & 333640) then a WATS form must be completed and sent to Pathward and FIS. Follow the steps below:

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  • Title: Company Name WATS Form

  • Description: (items highlighted in RED will need to be updated to match your clients wats form)

    • Completed WATs Form Attached

    • Corresponding Program impacting 438959 - Visa Corporate Rewards Card (Non-Reloadable) – 4

    • Reason for update new Co-brander CRM#

    • Client Hierarchy – 664682/681287/857317/857318/870177

    • Level of Funds movement – Client level 5 Included w/in WATs Form, attached

    • Expected funds movement - To debit the client funding account

    • Targeted completion date. 4/5/2023

  • Priority: Normal

  • Case Type: Financial Operations Only

  • Program: Select the correct subprogram from the dropdown

  • Estimated Resolution Date: typically we put 1 week

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  1. Click Create Ticket

  2. Select Product Tickets

    1. Product Type: Prepaid

    2. Category: Settlement/Recon

    3. Subcategory: WATS

    4. Subject: WATS form for 'client name'

    5. Description: See attached WATS form. Specify if this is a Replenishment client (TPS) or Load Upon Activation Client (Customer Stream).

    6. Urgency Low

    7. Attach the WATS Form

  3. Click Create Ticket

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