- Respond to the agent’s IATAN form ticket letting them know you ordered their card.
- If they are using the app you will need to set it to 'Waiting on Vendor' until the Verification# shows up on the Personal List. You can check 3-5 days after ordering the card to see if it’s on there. Mark on the IATAN Excel sheet “Using App”. Once you have sent them the Verification# you can 'Close' the ticket.
Tags: IATANCARDNOMAIL
Type: Account-IATAN CARD
- If they are having a physical card mailed, send the canned response asking them to confirm their mailing address. Once they confirmed, assign to Abhinay as Waiting on Vendor. Mark on the Excel sheet ship to (agent’s name) and highlight the space.
TAGS: IATANCARDNEEDTOMAIL
You will receive a confirmation email from IATAN via a ticket. Assign the ticket to the agent and close
