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Steps to CIDcash Enrollment
 

Step 1     Contract Management Firm

	Start by completing an Enrollment Form.
	You will then be contacted by the Agent Bank Center for completion of required contracts for the Management Firm.
	Read the Privacy Policy.

Step 2     Visa Supplier Match List

	Find out whether venders are Visa ready with the Vendor Supplier Matching Service.
	See a vendor list template (Excel spreadsheet).

Step 3     The Following Documents are Required for Enrollment of Associations

	Copy of Balance Sheet & Income Statement
	Copy of current budget
	Copy of Operating Bank Account statement
	Copy of Reserve Bank Account statement
	Proof of Fidelity Coverage

Step 4     Set-Up Visa Information Systems (VIS) user account

We provide training for sign-on and report access.

Step 5     Vendor Announcements

	Manadatory letter from management firm to vendors, announcing the switch to the CIDcash purchasing card program.
	Payment stuffers - 1/3-page sheets announcing the upcoming switch to the CIDcash program, perfect for including with payments mailed in standard envelopes.

Step 6     Convert to Pay Orders

	A Pay Order is a safer hardcopy alternative to writing checks because neither bank-account numbers nor routing numbers are included on Pay Orders. Click here to see a sample Pay Order.
	Recurring Contract Pay Order - authorization for Pay Orders for the same dollar amount on a regular basis (i.e., monthly, quarterly, etc.)
	Accounts Payable Critical Path - implementation for general ledger

Step 7     Make Vendor Purchasing-Card Payments

P-card Payment Stuffers - 1/3-page sheets announcing that the management company has already switched to the CIDcash program and will no longer be sending checks.