1. Submit your card application online Process guide
Mel/Jim/Manoj – 2 min
[Welcome]
Welcome to the “Apply For Card” training call
We are excited about the launch of Apply For Card in JAPA
Reiterate the strategic objective of Apply For Card and benefits to our customers - reducing operations costs of manual processing, driving client entrenchment by providing a more efficient application experience, reducing delays, etc.
Note positive adoption rates with pilot clients % - indication that our digital solution is moving to be the channel of choice over paper
A tremendous amount of thought, effort, and time was put into this tool and into this training by many business partners not only in technologies, but also, marketing, product management, field enablement, and you (the field)
[Turn over to Shilpa Mukherjee, Sr. Manager, Interactive]
Guide to Using Speaker Notes
[Square brackets] = staging directions – do not read
Bullets = speaking points and key messages to convey – feel free to put in your own words
Bold italics = ask the audience this question

2. Information on the Recipient of the Card
eSignature Steps
You need to click on the section which you are interested in in order to be directed to the relevant page..
Introduction
Company information
Request’s priority
Information on the Recipient of the Card
Information for individual payment
Method of payment
Upload supporting documents
Validate your request
eSignature
Follow your request

3. Introduction
Instructions at the beginning of the form indicate the different steps to follow in order to submit the application.

4. Introduction
In order to submit the form successfully, you need to fill in each section.
You can save your form at any time or quit/close the application without losing any of the information you would have already entered.

5. 1- Company information
This sections is asking you to provide with the details of the entity you are working under. Please provide with the name of your entity as well as with its postal address.

6. 2- Request’s priority
If your request is urgent, you will need to change the default value set as norma. Please note that should you change the priority to Urgent, you will not be able to pick your own PIN code and that you will need to validate the extra 30 euros charge with your hierarchy.

7. 3- Information on the Recipient of the Card
All mandatory fields need to be completed in order to successfully submit your request.

8. 3- Information on the Recipient of the Card
ATTENTION: The GGID is a mandatory field.

9. 3- Information on the Recipient of the Card
Please pick your own PIN code. As stated previously, this is only
possible with a normal priority request.

10. 4- Information for individual payment
The personal bank details are required to allow the Direct Debit set-up and are
mandatory fields.

11. 5- Method of Payment
The payment method to be used is the Direct Debit. Information on this page are prepopulated when filling in the previous section.

12. 5- Method of Payment
Once you have completed the 5 first sections, please click on « Continuer  »

13. 6- Upload Supporting Documents
You need to upload the below documents as a mandatory requirement.
A copy (front and bacl) of your ID card or passport. Please ensure that they are valid.
Your Bank Account Certificate (RIB)

14. 7- Validate your request
You need to validate the form by clicking on “Validate et Sign” in order to proceed with the eSignature of the form.
You will received an automated which will contain the secret code necessary to sign online.

15. 8- eSignature
You need to follow the below steps in order to sign online:
Validate the Terms and Conditions
Enter the secret code received via .
Click on “Sign and Submit”
Once you have signed and submitted the form:
You will received a confirmation validating the request has been submitted.
The authorized signatory will be informed that your request is pending for approval and will approve your request.

16. 9- Follow your request
Once the form has been completed and eSigned, you will received 2 s automatically genereated and which will allow you to follow made on the creation of your card:
- The first will contain the access key
The second will contain the request reference number as well as the URL link

17. 9- Follow your request
Once your application has been approved by the authorised signatory, your request will be processed by American Express and the card will be send to you (under the conditions that your request is approved by the mandatory signatory and that the supporting documents are valid).
These steps can be followed in real time.