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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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Our Client number is 41237
Click Create Ticket
Select Product Tickets “Request a Change or Something New”
Product Type: Prepaid Category
What kind of service are you requesting? Maintenance
Select a specific option: Settlement/Recon Subcategory: WATS
Subject: WATS form for 'client name'
Description: See attached WATS form. Specify if this is a Replenishment client (TPS) or Load Upon Activation Client (Customer Stream). Urgency Low
Attach the WATS Form
Click Create Ticket
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