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Procedure to Issue Instant ATM Card

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india post finacle guide to issue atm card



Procedure to Issue Instant ATM Card


Before issuing ATM cards kindly ensure the following conditions are fulfilled.

1.Minimum balance in account should be Rs. 50/-
2.CIF should be updated with the latest KYC documents.
3.Update Mobile number and email id if possible as message alert service is available.
4.There must not be any special characters and numbers in the account name. If any name modification is there in CIF id pl modify in CMRC @ CIF level and in HAALM menu in account level. Only supervisor can access the command HAALM . One supervisor has to modify the name and another supervisor has to verify the same.

PROCEDURE TO BE FOLLOWED BY THE COUNTER CLERK

1.Invoke CCMM menu
2.Function - Add
3.Enter CIF ID of the customer
4.Click on GO(F4)
5.Enter the account number of the customer and check the name of the customer
6.Select Card Type as Instant
7.Enter the KIT number which is available on ATM card envelope
8.Select Primary A/c Flag as YES
9.Select Action as New Card Request
10.Click on SUBMIT(F10)
11.You will get the message “The record is added successfully”.

PROCEDURE TO BE FOLLOWED BY THE SUPERVISOR

1.Invoke CCMM menu
2.Function - Verify
3.Enter CIF id of the customer
4.click on GO(F4)
5.All the Details will be fetched automatically
6.Verify the details with the application and ATM envelope
7.Click on Submit(F10)
8.You will get a message “Record verified successfully”.

These requests will be downloaded and processed by Bangalore CPC at once and cards will be active by next day morning.