Collateral Request

If a client wants a custom branded package then you’ll need to submit a collateral request to have the mock up made. Note that even if Marketing made a card mock up for the client you will still need to submit a collateral request! Follow these steps:

Provide the following information to the collateral team (Megan & Lucy) via the Collateral Request Form

Product - Select from the drop down (should be provided in Salesforce)

Subprogram - select from the drop down list. If you aren’t sure which subprogram was sold to the client then ask Sales to confirm, DONT GUESS since this affects the language on the card, carrier, and terms & conditions.

Association - default to Visa unless told otherwise

Client Name

Contract Signed

Return Address - defaults to Dash Address but you should ask the client if they would like to update to their address for return mail

Attachments - Attach the logo and fonts here

Website - Payments products use www.mydashcard.com

Bank - Pathward

Fulfillment Center - Arroweye (unless directed otherwise for EMV cards)

MCC Restrictions - only enable if this is an MCC restricted program

Go Live Date - should typically be 4 weeks

Custom or Generic Package: in this box gives as many details as possible about what needs to be on the card & carrier. Some examples of the details you should include

• Did they specify a color they want on the card background?

• Should there be a custom message inside the card?

• What will the activation code be?

• Will it be a custom card but generic carrier?

• Should the carrier be 8 1/2 x 11 or 5 x 7?

The collateral team will respond with a proof within 1 -2 business days. You should send to the client for approval or additional edits.