5 New Debit Card

This topic provides the systematic instructions for user to submit requests for new debit cards to be issued for their operating accounts.

This feature enables customers to submit requests for new debit cards to be issued against their operating accounts. Customers can request for new debit cards to be issued against any of their current or savings accounts. While initiating the request for a new debit card, the customer must specify the reason for which a new card is being requested and also define the name to be embossed on the card. The customer must also specify where the new card has to be delivered.

This feature acts as a service request (SR) and an SR number is generated when the customer submits the request. Customers can track the status of their service requests by clicking on the Track Request link provided on the Service Request widget or by directly selecting the Track Request option from the toggle menu.

To apply for a new debit card:

  1. Perform anyone of the following navigation to access the New Debit Card screen.
    • From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Current and Savings Accounts tab, and then click Current and Savings Account Number, and from Current & Savings Accounts Details page , and then click on the New Debit Card.
    • On the Dashboard, click Overview widget, click Current and Savings card, then click Current and Savings Account Number, and then from Current & Savings Accounts Details , click Debit Cards section, then click on the Apply for debit card link.
    • From the Search bar, type Debit Cards -New Debit Card and press Enter
    • Access through the kebab menu of transactions available under the kebab menu of any other Debit Cards screen.

    The New Debit Card screen appears.

    Figure 5-1 New Debit Card


    Description of Figure 5-1 follows
    Description of "Figure 5-1 New Debit Card"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 5-1 New Debit Card - Field Description

    Field Name Description
    Account Number Select an account for which you wish to apply a debit card.
    Balance

    The net balance of the selected CASA account.

    This amount is displayed once a CASA account is selected in the Account Number field.

    Reason

    The reason for which a new debit card is being applied.

    The options can be:

    • New Card
    • Previous card was hotlisted
    • Previous card not working
    Name on Card The name to be embossed on the card.
    Address Type The customer is required to specify where the new card is to be delivered.

    The options are:

    • Postal Address
    • Residential Address
    • Office Address
    • Branch Near Me
    This section appears if the customer selects Branch Near Me option in the Address Type field.  
    City The customer can filter branches based on city.
    Branch Near Me The customer can select a branch at which the new card is to be delivered. The names of all the branches in the city selected in the previous field will be displayed.
    Address The complete address of the branch selected will be displayed once the customer selects a branch.
  2. From the Account Number list, select the current or savings account number against which you want to apply for a new debit card.
  3. From the Reason list, select the reason for which you wish to apply for a new debit card.
  4. In the Name on Card field, enter the name to be displayed on the card.
  5. In the Address Type field, select the desired delivery mode.
    1. If you select the Branch Near Me option:
      1. From the City list, select the appropriate option.
      2. From the Branch list, select the appropriate option. The branch address appears.
  6. Perform one of the following actions:
    • Click Submit to submit the cheque book request.
    • Click Cancel to cancel the transaction.
  7. The Confirmation popup appears.
    Perform one of the following actions:
    • Click Yes to proceed.

      The success message along with the transaction reference number appears.

    • Click No to cancel the transaction.
  8. Perform one of the following actions:
    • Click Transaction Details to view the details of the transaction.
    • Click Account Details to view the account details.
    • Click on the Current & Savings Accounts Detailslink to view the Current & Savings Accounts details.
    • Click on the Debit Cards link to visit the Debit Cards summary page.
    • Click on the Go To Dashboard link to navigate back to dashboard page.