American Express @ Work® Global Apply for Card

CONTENTS

American Express @ Work? Global Apply for Card

USER GUIDE FOR AUTHORISED SIGNATORIES / PROGRAMME ADMINISTRATORS

CONTENTS

THIS DOCUMENT IS FULLY INTERACTIVE. CLICK ON LINKS WITHIN EACH PAGE TO NAVIGATE BETWEEN SECTIONS.

Before you begin

Yes I am enrolled

MIGRATING FROM APPLY FOR CARD TO THE GLOBAL SOLUTION WHICH EXPERIENCE SUITS YOUR BUSINESS NEEDS? NAVIGATING CRITICAL FUNCTIONS CREATING AN ACCESS KEY

No I am not enrolled

WHAT IS AN ACCESS KEY? HOW TO ENROL WHICH EXPERIENCE SUITS YOUR BUSINESS NEEDS? NAVIGATING CRITICAL FUNCTIONS CREATING AN ACCESS KEY

Global Apply for Card Experience

INITIATING A CARD APPLICATION APPROVE A CARD APPLICATION TRACK A CARD APPLICATION CARD APPLICANT EXPERIENCE

Frequently Asked Questions

GLOBAL APPLY FOR CARD / 2020 2

BEFORE YOU BEGIN

INITIATING A CARD APPLICATION

APPROVE A CARD APPLICATION

TRACK A CARD APPLICATION

CARD APPLICANT EXPERIENCE

FAQs

Before you begin

Click one of the options below to go to the relevant information.

ALREADY ENROLLED TO A DIGITAL CARD

APPLICATION

SOLUTION?

YES

I AM ENROLLED

NO

I AM NOT ENROLLED

GLOBAL APPLY FOR CARD / 2020 3

YES

I AM ENROLLED

4

INITIATING A CARD APPLICATION

APPROVE A CARD APPLICATION

TRACK A CARD APPLICATION

CARD APPLICANT EXPERIENCE

FAQs

Checklist

YES I AM ENROLLED

> Enrolling to GAFC

> Reassess who should have access to GAFC

> Selecting the right process journey

> Revisit how Employees will access the application form

> Migrating Access Keys

> Transitioning to the new digital system

> Migrating from Apply for Card to the global solution

> Navigating critical functions

B elow are some considerations for integrating the online process to your Organisation's current workflow:

Global Apply for Card (GAFC) still requires a Programme Administrator to initiate and review Applications, while an Authorised Signatory can initiate and approve. In comparison to our previous digital application platform, GAFC enables Users to select whether they want pre-approvals for an application and/or post approvals once the application is complete. See Selecting the right process journey for more details.

When enrolling to GAFC via the digital enrolment form or our Servicing Centre, they will require the Enrolee to be an existing Authorised Signatory or Programme Administrator in our systems. If they are not, then another Authorised Signatory will need to approve their access.

Ensure you at least have two individuals with access to the online system in case of unplanned absences etc.

If you are unsure who is an Authorised Signatory or Programme Administrator within your Company you can contact our Programme Administrator (PA) Servicing Team who can help you. Enrol to GAFC.

GLOBAL APPLY FOR CARD / 2020 5

NO

I AM NOT ENROLLED

6

INITIATING A CARD APPLICATION

APPROVE A CARD APPLICATION

TRACK A CARD APPLICATION

CARD APPLICANT EXPERIENCE

FAQs

Checklist

> Decide who should have access to GAFC

> Define your Application process

> Selecting the right process journey

> Decide how Employees will access the application form

> What is an Access Key?

> Create Access Keys

> Transitioning your organisation to the new digital system

> How to enrol

> Navigating critical functions

HOW TO ENROL

Complete the @ Work digital enrolment form select `Online Card Applications (AFC)' and follow the prompts

Call our Servicing Centre and request to be enrolled to `Global Apply for Card': India: 1800-419-1177

Overseas: (+91) 124-2801177 Operating hours: 8:30am - 7:00pm Monday - Friday (except Public Holidays)

corporateservicing@

We also have Client Trainers who are ready to discuss with you how to get the most out of GAFC for your Organisation. There is no fee for this service which is available for all @ Work enrolled Customers. Contact your Account Manager or call PA Servicing to arrange a convenient time with one of our Trainers.

GLOBAL APPLY FOR CARD / 2020 7

BEFORE YOU BEGIN

INITIATING A CARD APPLICATION

APPROVE A CARD APPLICATION

TRACK A CARD APPLICATION

CARD APPLICANT EXPERIENCE

FAQs

Global Apply for Card Journeys

The Quick Send link can be found on the "To Do" section. By selecting this you have effectively `approved' the application and it will automatically be routed to American Express once the Applicant has completed the form.

QUICK SEND

CA receives notification

Click on `Quick send' link and complete applicant details

System generated Email sent to Card Applicant advising next steps to complete their application form online

Applicant completes digital Card Application Form ? selects `Submit'

American Express reviews Application

APPROVED?

Card sent to Applicant's delivery address

AS = Authorised Signatory PA = Programme Administrator CA = Card Applicant

GLOBAL APPLY FOR CARD / 2020 8

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