1. Online Application Process Fill-In Help
@ Work
Online Application Process Fill-In Help
Mel/Jim/Manoj – 2 min
[Welcome]
Welcome to the “Apply For Card” training call
We are excited about the launch of Apply For Card in JAPA
Reiterate the strategic objective of Apply For Card and benefits to our customers - reducing operations costs of manual processing, driving client entrenchment by providing a more efficient application experience, reducing delays, etc.
Note positive adoption rates with pilot clients % - indication that our digital solution is moving to be the channel of choice over paper
A tremendous amount of thought, effort, and time was put into this tool and into this training by many business partners not only in technologies, but also, marketing, product management, field enablement, and you (the field)
[Turn over to Shilpa Mukherjee, Sr. Manager, Interactive]
Guide to Using Speaker Notes
[Square brackets] = staging directions – do not read
Bullets = speaking points and key messages to convey – feel free to put in your own words
Bold italics = ask the audience this question
May 4, 2019
Prepared by A. Gessner

2. Applicant is using the general application link: www. americanexpress
Applicant is using the general application link:
Please select your access key out of the below list and add it in the field: ‚Zugangsnummer‘:
Company name Zugangsnummer / Access Key Capgemini Dtld GmbH 5ENC1CEG Capgemini Dtld Holding GmbH T6BQG44J Capgemini Outsourcing YXL8TGIS
Please enter your adress in ‚ Adresse‘.
Then click on ‚Abschicken‘ to start with the application process.

3. Please read the important information on filling in the card application form and on the identification
process.
You can change to the German version at any time.
Further information can be retrieved by clicking ‚FAQS‘

4. To proceed with the application please click on each section or click on ‚Continue‘.
You can save the application at any time or exit/close the application by using the respective buttons.

5. In the section ‚CARD TYPE‘ you‘ll find further information on the company agreement with American
Express like Card type, Liability type, Invoicing type and also your Corporate Client number.
Please indicate in-house identification with YES .

6. All fields marked with a red asterisk are mandatory fields and need to be filled out to finalize the application
process.
Please enter your Salutation (Mr/ Mrs), your Title (Dr/ Prof), as well as your First Name and Surname.
If information are missing or provided incorrectly the field will be shown with red borders and an
explanatory error message will appear (e.g. special German characters like ä, ö, ü can‘t be used).
If you would like to provide us with a password, e.g. for identification purposes in case you‘re contacting the
American Express customer service team via phone, we‘re suggesting to use Mothers Maiden Name.
Alternatively you can choose any other memorable password.

7. Please provide your complete private adress details.
Note that for several fields the maximum field length is 20 digits, therefore we suggest common
abbreviations (e.g. Theodor-Heuss-Allee 112 as: Th-Heuss-Allee 112)
Select your ‚Country‘ via the drop-down menu.

8. In this next section please provide your Private Telephone Number as well as your Nationality.
Abbreviations cannot be accepted – therefore please enter e.g. Deutsch, Türkisch, Italienisch.
Choose your Date of Birth by using the calendar option.
Please indicate your ‚Personnel Number‘ .

9. Please select ‚Yes‘ in the field ‚Authorisation for DD‘.
Continue with providing your personal bank details. Your BIC and IBAN can be found on the back of your
EC card or on your bank statement.
With this information you make sure that the charges of your Corporate Card will be paid via direct debit.

10. Please choose your own four digit PIN Code
Please choose your own four digit PIN Code. To make card payments more secure American Express is
issuing your Corporate Card with Chip & PIN.
If you‘re paying with your Corporate Card you‘ll be asked to enter your four digit PIN.
As the move to Chip & Pin can take some time in the German market it might happen that you‘re still
asked to sign your payment slip.

11. Please fill in your company information
Please fill in your company information. Note that the maximum field length is usually 20 digits and
please abbreviate entries accordingly where neccessary.
Select ‚Country‘ via the drop-down menu.

12. Please enter (if available) your existing American Express Card Number in the first field. We‘ll adopt the
earliest issuing date as ‚Member Since‘.
For your ‚Name as on card‘ you can choose between several options, which will be previewed on the
displayed card image. Please choose your prefered layout.
Please always select ‚Private address‘ in der Card delivery location‘ field.
Only select the option ‚Express Card‘ in very urgent cases. You‘ll receive a temporary grey plastic
without Chip & PIN functionality,

13. Please select the type of document that will be used for the identification process in ‚LEGITIMATION AND
IDENTIFICATION‘.
Provide the required document information.
Use the calendar for the ‚Date of Issue‘. Please note that your identity card can‘t be older than 10 years to
be accepted as valid.
The identification information entered in this section need to be confirmed by the following In-house
identification.

14. Please carefully read the cardmember T&Cs as well as the Distance Marketing Directive and
confirm your acceptance of both documents by clicking the first tick box.
Print or save both documents and confirm this action by clicking the second tick box.
Finally click on ‚Continue‘.

15. Please validate your application details.

16. Please validate your application details.

17. Please validate your application details
Please validate your application details. For any corrections please click on ‚Go Back‘. Otherwise
please confirm your entries with ‚Submit & Print‘.

18. Please confirm the submission of your application details.
Afterwards please carefully read the following information.

19. Please print the complete application form ( 4 pages Corporate Card Application)

20. Please sign your application in section 6.1
Please forward your application form for Company approval and countersignature to your Human Resource Manager (section 6.2)
The required in-house identification process will be arranged by the HR department (section 6.3)
They will send your completed application form to American Express for processing.

21. At any point in time you may view the current status of your Corporate Card application in the ‚STATUS &
WORKFLOW HISTORY‘.
In addition there‘s an option to reprint the Cover Sheet, the Application and the Bank- or Post-Ident Forms
by clicking on the respective blue buttons at the top.