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Springboard Maintenance
Add Cardholder
Secondary and additional cardholders can be added to the account in this section. Hover over the Maintenance menu. Under the Cardholder option click on Add Cardholder.
Note: For separate entity clients, when adding a secondary cardholder you have the ability to add an address for the secondary cardholder by going to the Update Cardholder screen after adding them.
Field Descriptions:
Cardholder Role: Drop-down box designating the role the cardholder will hold for the account.
First Name: Cardholder’s first name.
Middle Name: Cardholder’s middle name or initial.
Last Name: Cardholder’s last name.
Note: Mastercard and Visa will emboss 21 characters including spaces. See the appendix for truncation information.
Social Security Number: Cardholder’s social security number (Format: 000-00-0000).
Date of Birth: Secondary cardholder’s date of birth (Format: mm/dd/yyyy).
Home Phone: Cardholder’s home phone (Format: 000-000-0000).
Business Phone: Cardholder’s business phone (Format: 000-000-0000).
Mobile Phone: Cardholder’s mobile phone (Format: 000-000-0000).
Fax Number: Cardholder’s fax number (Format: 000-000-0000).
Pager Number: Cardholder’s pager number (Format: 000-000-0000).
Home Email: Cardholder’s home email address.
Work Email: Cardholder’s work email address.
Note: Email fields only show when adding a secondary cardholder.
Credit Bureau Code: Code representing the type of account for credit reporting purposes.
Note: When adding another cardholder you must update the credit bureau reporting code for the primary cardholder.
Allocate Cards to Cardholder: Check box to issue a plastic to the additional user (optional).
Plastic Type Code: Determines the type of plastic to be issued to the selected cardholder such as plastic design, chip card, or fourth line embossing.
Additional Embossing Line: Use this line for company name if doing two line embossing.
Note: The inclusion of special characters may result in account holds for formatting reasons. To avoid holds, use only uppercase letters A-Z and numbers 0-9 in card personalization data.
Allocate Cards to Cardholder: Check this box to issue a plastic to the additional user (optional).
Note: See the appendix for proper format for military addresses.
U.S. Address Field Descriptions:
Address: Alternate cardholder mailing address.
Note: Field is limited to 26 characters.
City: City of alternate cardholder mailing address.
State: State of alternate cardholder mailing address.
Zip: Alternate cardholder mailing address zip code.
Note: If only entering five positions, use zeros for remaining four positions.
Non U.S. Address Field Descriptions:
Address Line 1: Cardholder’s address.
Note: Field is limited to 26 characters.
Address Line 2: Cardholder’s foreign postal code, state/province, or city/town.
Foreign Country: Cardholder’s country.
To Add A Cardholder
- Fill out the Cardholder Information section.
- Select the proper credit bureau code for the cardholder from the drop-down menu (optional).
Note: When adding a secondary cardholder, update the credit bureau code for the primary cardholder.
| Valid Codes | |
|---|---|
| 1 - Individual | A customer who has contractual responsibility for this account and is primarily responsible for payment |
| 2 - Joint contractual responsibility | A customer and joint borrower who are both contractually liable |
| 3 - Authorized user | A consumer who can use this account without joint user responsibility for payment |
| 5 - Co-maker | Cosigners without a spouse relationship |
| 6 - On behalf of | Secures credit for an individual other than a spouse |
| 7 - Maker | A customer who is liable for the account but the co-maker is liable if the maker defaults |
| D | Request deletion from credit bureau files |
| Q | Do not report |
| R | Remove |
| T | Terminated (For restricted use only) |
| X | Deceased |
| Z |
Account not Reported |
- Select Allocate Card(s) to Customer to issue a plastic to an additional cardholder (optional).
Note: If the “Invalid Address” indicator is flagged on the account, the address must be updated before any changes under “Allocate Card(s) to Cardholder” can be made.
- Enter the number of plastics to be allocated to the cardholder in the Number of Cards field (optional). The default value for this field is one plastic.
- Select the appropriate plastic type code and enter any additional embossing information (optional).
- Select Send Card to Cardholder to emboss and send a plastic to the cardholder (optional).
- Select an embossing option from the drop-down menu (optional).
| Valid Codes | |
|---|---|
| Emboss cardholder with card activation required | Sends a plastic to cardholder being edited. The card will require activation before ready to use. |
| Emboss cardholder with no activation required | Sends a plastic to the cardholder being added. The card arrives ready for use without requiring card activation. |
| Same day plastic emboss all | Sends plastics to all eligible cardholders. The plastics will arrive next day. |
| Same day plastic emboss cardholder | Sends a plastic to the cardholder being added. The plastic will arrive next day. |
Note: You must manually charge the cardholder to pass along the rush fee for a same day plastic or regular rush.
- Select Rush New Plastics to rush the plastic to cardholder (optional). Options can be customized on the Administration tab: First Data > Administration > Configurable Codes.
|
Valid Codes |
|
|---|---|
| B1 | FI via First Class |
| BA | FI via Airborne (DHL) (International Addresses only) |
| BC | FI via certified mail |
| BF | FI via Federal Express |
| BP | FI via Postal Express |
| BR | FI via Registered Mail |
| C1 | Cardholder via First Class |
| CA | Airborne (DHL) (International Addresses only) |
| CC | Certified |
| CF | Federal Express |
| CP | Postal Express |
| CR | Registered |
| PF | Bulk Address via Federal Express |
| XA | Saturday Airborne (DHL) (International Addresses only) |
| XF | Saturday Federal Express |
| ZA | Saturday to FI via Airborne (DHL) (International Addresses only) |
| ZF | Saturday to FI via Federal Express |
Note: When a rush code is selected, the screen displays a Charge Rush Fee box. Select the box to charge a fee. See the appendix for Rush Card Timeframes.
- Select the Charge Rush Fee box to charge a fee. The following fields display. Fill out the merchant number, amount, and description (optional).
- (Same day plastic only) Select card activation option from the drop-down menu.
- (Same day plastic only) Select PSD reason of Replacement Plastic.
- Select the Signature Required on Delivery option if needed. De-select this option is a signature is not required.
Note: The Signature Required on Delivery option will display for both rush and non rush, and can be selected for either. Depending upon what the financial institution has selected for their default settings for a rush, the box could automatically be selected. If it is set by default to not require a signature, this option is not selected for a rush. The user will have the option to either select or de-select this option for a rush to override default settings.
- Select Send Card to Alternate Address to emboss and send the plastic to an alternate address, if applicable. Select U.S. Address or Non-U.S. Address as appropriate.
Note: This alternate address will stay on the account for two weeks and will only affect the plastics. Statements and PIN mailers will continue to go to the billing address.
- U.S. Address
- Non-U.S. Address
- Click Add Cardholder to finalize the transaction.
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