Online Applications Quick Start Guide Department of Defense
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1 Online Applications Quick Start Guide Department of Defense June 2016 Treasury and Trade Solutions
2 Online Applications Quick Start Guide Department of Defense Table of Contents Table of Contents Introduction...2 Initiating the Online Application...3 Online Application Process for Applicants...6 Online Application Review Process for Supervisors...12 Online Application Review Process for A/OPCs
3 Online Applications Quick Start Guide Department of Defense Introduction Introduction Key Concepts The Online Application process allows cardholder applications to be submitted and processed online: 1. The application process is initiated by the A/OPC in CitiDirect Card Management System (CCMS). 2. The applicant receives an that provides the client code, passcode and instructions for submitting the application. 3. The applicant completes online application using the instructions provided in the and submits the application for supervisory review. 4. The supervisor receives an which directs them to log in and review the application for completeness and accuracy. The supervisor either approves or rejects the application in CCMS. 5. The A/OPC receives an once the supervisor has approved the application. The directs the A/OPC to log in and review the application and either approve or reject the application in CCMS. 6. If approved, the application is submitted to Citi for processing. Cards are mailed out to applicants within 24 to 48 hours of the application s submission. Applicants will receive cards within seven to ten business days. If the A/OPC rejects the application, it is sent back to the applicant to resolve errors and then resubmit. Applications submitted for individually billed accounts via the Online Application process are considered to have the electronic signature of the applicant. Therefore, the cardholder does not have to physically sign a paper application. 2
4 Online Applications Quick Start Guide Department of Defense Initiating the Online Application Initiating the Online Application Key Concepts The A/OPC initiates the application process in CCMS: 1. The A/OPC navigates to the New Application screen in CCMS and completes the demographics and controls sections of the application. 2. After the A/OPC initiates the process, an is sent to the applicant providing them with the client code, passcode and instructions for submitting the application. Step-by-Step Instructions 1. From the CCMS Home screen, click the Card Management tab and select the Account Management and the New Application sub-tabs. The New Application screen displays. CCMS Home New Application 3
5 Online Applications Quick Start Guide Department of Defense Initiating the Online Application New Application Assign Hierarchy Window 2. Type the required information in the demographics sections. Required fields are indicated by an asterisk (*). 3. To select the hierarchy to which the account will be assigned, from the controls section, click the assign button to the right of the Hierarchy field. When the Assign Hierarchy window displays, select the appropriate hierarchy from the drop-down list. Click the Next button to drill-down to the next level. When you are finished, click the assign button. Note: An account cannot be assigned to Hierarchy Level Select the appropriate Account Type radio button. Note: Selecting Standard will initiate a credit check. Selecting Restricted will bypass the credit check process. 5. If desired, complete the Active Start Date and Active End Date fields. 6. To have the card expedited to the cardholder, select the Expedited Card (2 to 3 day delivery) checkbox. When the card fee message displays, click the OK button. Note: The Expedite Card field displays once the hierarchy is selected. 7. When you are finished with the new application, click the Submit button. The confirmation screen displays. 4
6 Online Applications Quick Start Guide Department of Defense Initiating the Online Application 8. From the confirmation screen, click the Close button. The applicant receives an with the client code and passcode along with instructions for completing and submitting the application online. Application Initiation Confirmation 5
7 Online Applications Quick Start Guide Department of Defense Online Application Process for Applicants Online Application Process for Applicants Key Concepts After the applicant receives the notification: 1. The applicant navigates to the CitiManager Site Login screen and clicks the Apply for Card link. Using the instructions provided in the , the applicant will enter the client code, their address and passcode. 2. The applicant completes the required fields in the application including the supervisor s name and address and submits the application for supervisory approval. Applications submitted for individually billed accounts via the Online Application process are considered to have the electronic signature of the applicant. Therefore, the cardholder does not have to physically sign a paper application. Step-by-Step Instructions 1. Navigate to 2. From the CitiManager Site Login screen, click the Apply for Card link. The User Registration screen displays. CitiManager Site Login 6
8 Online Applications Quick Start Guide Department of Defense Online Application Process for Applicants 3. Select the CitiDirect System Client Code radio button. 4. Click the Continue button. The CitiDirect system client code screen displays. User Registration 5. In the CitiDirect system client code field, type client code provided in the Click the Continue button. The /Passcode screen displays. CitiDirect System Client Code 7
9 Online Applications Quick Start Guide Department of Defense Online Application Process for Applicants 7. In the field, type your address. 8. In the Passcode field, type the passcode provided in the Click the Continue button. The application demographics screen displays. /Passcode 10. Complete the required fields in the demographics section of the application. Required fields are indicated by an asterisk (*). Note: Ensure the supervisor s address is correct or they will not receive the application for approval. 11. Click the Continue button. The second part of the application form displays. Application Demographics 8
10 Online Applications Quick Start Guide Department of Defense Online Application Process for Applicants 12. Complete the required fields in the second part of the application. Required fields are indicated by an asterisk (*). 13. Click the Continue button. The Status Note screen displays. Application Part II 14. If necessary, type a note in the Comments section and click the Submit button. The PaperFree Acknowledgement screen displays. Status Note 9
11 Online Applications Quick Start Guide Department of Defense Online Application Process for Applicants 15. Select either the YES or NO radio button to indicate if you agree to go paper free or wish to receive a statement in the mail. If YES is selected, the confirmation screen displays and you can enter the address where you want the statement sent. If NO is selected, the Cardholder Consent screen displays. PaperFree Acknowledgement 16. Select either the Agree or Do Not Agree checkbox to indicate if you agree to the Cardholder Consent. 17. Click the Submit button. If Agree is selected, the Cardholder Credit Check screen displays. If not, the application process is terminated. Note: Selecting the Do Not Agree checkbox will stop the application process and the initiating A/OPC will be notified that the applicant did not agree to the terms and conditions. Cardholder Consent 10
12 Online Applications Quick Start Guide Department of Defense Online Application Process for Applicants 18. Select either the Authorize or Do Not Authorize checkbox to indicate if you agree to the bank obtaining consumer reports (e.g. credit check). 19. Click the Submit button. If Authorize is selected, the confirmation screen displays. If not, the application process is terminated. Note: Selecting the Do Not Authorize checkbox will stop the application process and the initiating A/OPC will be notified that the applicant did not agree to a credit check. Cardholder Credit Check Consent 20. Click the Close button. The application is submitted to the Supervisor for review and they will receive an notification that an application is awaiting approval. Application Submission Confirmation 11
13 Online Applications Quick Start Guide Department of Defense Online Application Review Process for Supervisors Online Application Review Process for Supervisors After the supervisor receives the that an application has been submitted: 1. The supervisor navigates to the CitiManager Site Login screen and clicks the Apply for Card link. Using the instructions provided in the , the supervisor enters the client code, their address and passcode. The supervisor reviews the application for accuracy and either approves or rejects the application. 2. The A/OPC receives an once the supervisor has approved the application. Step-by-Step Instructions 1. Navigate to 2. From the CitiManager Site Login screen, click the Apply for Card link. The User Registration screen displays. CitiManager Site Login 3. Select the CitiDirect System Client Code radio button. 4. Click the Continue button. The CitiDirect system client code screen displays. User Registration 12
14 Online Applications Quick Start Guide Department of Defense Online Application Review Process for Supervisors 5. In the CitiDirect system client code field, type the client code provided in the Click the Continue button. The /Passcode screen displays. CitiDirect System Client Code 7. In the field, type your address. 8. In the Passcode field, type the passcode provided in the Click the Continue button. The application demographics approval screen displays. /Passcode Input 13
15 Online Applications Quick Start Guide Department of Defense Online Application Review Process for Supervisors 10. Review the application for accuracy and completeness. 11. Click either the Accept or Reject button to indicate if the application is approved or not. If the application is rejected, the Reject Application window displays. If the application is accepted, the Accept Application window displays. Application Approval Demographics 12. If the application is rejected, type the reason why the application is being rejected and click the Reject button. The application is returned to the applicant so it can be corrected and re-submitted. Note: Ensure the Can Reapply checkmark is selected in order to allow the applicant to resubmit the application after corrections are made. OR If the application is accepted, type a note in the Comments section if necessary and click the Submit button. The confirmation screen displays. Rejection Application 14
16 Online Applications Quick Start Guide Department of Defense Online Application Review Process for Supervisors Accept Application 13. Click the Close button. The application is submitted to the A/OPC for review and they will receive an notification that an application is awaiting approval. Application Submission Confirmation 15
17 Online Applications Quick Start Guide Department of Defense Online Application Review Process for A/OPCs Online Application Review Process for A/OPCs Key Concepts Once the application is reviewed and approved by the supervisor it is submitted to the A/OPC for review: 1. The A/OPC receives an once the supervisor approves the application. 2. The A/OPC accesses the application to be reviewed in CCMS. 3. The A/OPC reviews the demographics and controls sections of the application. 4. The A/OPC either approves or rejects the application. 5. If approved, the application is submitted to Citi for processing. Cards are mailed out to applicants within 24 to 48 hours of the application s submission. Applicants will receive cards within 7 to 10 business days. If the A/OPC rejects the application, it is sent back to the applicant to resolve errors and resubmit. Step-by-Step Instructions 1. From the CCMS Home screen, click the Inbox tab and select the Application Approval sub-tab. The Application Approval selection screen displays. CCMS Home Application Approval 2. From the applicant name column, click the applicant name link for the application to be reviewed. The Application Approval screen displays. Application Approval Selection 16
18 Online Applications Quick Start Guide Department of Defense Online Application Review Process for A/OPCs 3. Review the demographics section of the application for accuracy and completeness. 4. Scroll down to the controls section of the application. The controls section of the application displays. Application Approval Demographics 5. Review the Controls section of the application for accuracy and completeness. 6. Click either the Accept or Reject button to indicate if the application is approved or not. If the application is rejected, the Reject Application window displays. If the application is accepted, the Accept Application window displays. Application Approval Controls 17
19 Online Applications Quick Start Guide Department of Defense Online Application Review Process for A/OPCs 7. If the application is rejected, type the reason why the application is being rejected and click the Reject button. The application is returned to the applicant so it can be corrected and re-submitted. Note: Ensure the Can Reapply checkmark is selected in order to allow the applicant to resubmit the application after corrections are made. OR If the application is accepted, type a note in the Comments section if necessary and click the Submit button. The confirmation screen displays. Application Rejection Accept Application 18
20 Online Applications Quick Start Guide Department of Defense Online Application Review Process for A/OPCs 8. Click the Close button. The application is submitted to Citi for processing. Application Submission to Citi Confirmation 19
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