For the purposes of this questionnaire, the term applicant means the credit union and all subsidiari 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the applicant's name at the top of the form. This identifies your credit union and its subsidiaries.
  3. 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.
  4. Section 2 requires you to list names and years of experience for individuals managing plastic card programs. Fill in each field accurately.
  5. Proceed to Section 3 to indicate if training is provided for staff. Answer each sub-question regarding training frequency and content.
  6. Continue through subsequent sections, ensuring all fields are completed as applicable. If additional space is needed, attach separate sheets.
  7. Finally, review your entries for accuracy before signing at the bottom of the form.

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