Printing Debit Cards for Accounts Opened Online

If Member states that they would like to pick their debit card up in the branch, a card record will be created in Keystone
Update the status of the card to “Issued” so that the card does not go out in the mail if the member does not come in that same day
Update the design to “Instant Issue”
Right Click on the New Checking account in the Relationship Tree to add a Share Note. Select Insert > Insert Share Note > Insert First
- Type: General Note
- Explanation: Debit Card already created. Please Print in Branch.
- Expiration Date: 30 Days out

Check for Notes under the share record in the Relationship Tree
Pull up the existing card record and update the status to “Not issued”
Under Plastic Records, Click “Issue Card”
Proceed with usual steps to print the card & be sure to have member sign the debit card acknowledgement form
Expire the card note by entering yesterday’s date in the expiration field

Instructions on how to Print a Debit Card for someone who opened their account online - card record already exists in Keystone.