How to use or fill out For the purposes of this questionnaire, the term applicant means the credit union and all subsidiaries with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the applicant's name at the top of the form. This identifies your credit union and its subsidiaries.
- In Section 1, specify the types and number of cards issued. For each card type (Debit, Credit, ATM, etc.), select 'Yes' or 'No' and provide the number issued.
- Section 2 requires you to list names and years of experience for individuals managing plastic card programs. Fill in each field accurately.
- Proceed to Section 3 to indicate if training is provided for staff. Answer each sub-question regarding training frequency and content.
- Continue through subsequent sections, ensuring all fields are completed as applicable. If additional space is needed, attach separate sheets.
- Finally, review your entries for accuracy before signing at the bottom of the form.
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