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Card Defender Change Request Form

Card Defender Change Request Form

This form will help us execute promptly and accurately on your request.  Please fill out all required information to continue.
  • 1
    Please provide basic contact information for the end-user / merchant that this change request is intended for.
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  • 2
    Please indicate how you are associated with the end-user / merchant that this change request is intended for.
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  • 3
    Please provide the following information so we can properly associate this business with your reseller account.
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  • 4
    Please indicate how any billing situations associated with this change request are to be handled by RITE staff. NOTE: Please ensure the Merchant is expecting a call from our admin team to make billing arrangements if they have been selected for any options below.
    1 of 4
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  • 5
    Please indicate what type of change request we will be fulfilling for you.
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  • 6
    Please indicate whether you have submitted a signed proposal to RITE and completed the payment process. If not, we will have a team member reach out to complete the process.
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  • 7
    Please see below for more information.
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  • 8
    Please see below for more information.
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  • 9
    Please provide new contact information for the merchant account.
    Please Select
    • Please Select
    • Alabama
    • Alaska
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Connecticut
    • Delaware
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Kentucky
    • Louisiana
    • Maine
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Montana
    • Nebraska
    • Nevada
    • New Hampshire
    • New Jersey
    • New Mexico
    • New York
    • North Carolina
    • North Dakota
    • Ohio
    • Oklahoma
    • Oregon
    • Pennsylvania
    • Rhode Island
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Vermont
    • Virginia
    • Washington
    • West Virginia
    • Wisconsin
    • Wyoming
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  • 10
    Please see below for more information.
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  • 11
    Please select the credit card processing company you have set up a merchant account with.
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  • 12
    Please see below for additional details
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  • 13
    Please see below for additional details
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  • 14
    Please provide the contact information for the credit card processor in order to quickly resolve any questions.
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  • 15
    Please provide the contact information for the old credit card processor in order to quickly resolve any questions.
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  • 16
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  • 17
    We highly recommend you coordinate this change with your credit card processor. Many changes cannot be implemented 100% without their assistance. They may also hold the answers to some of the following questions. Additionally, if they are hosting the terminals, they must be involved for the change to take effect. Are you sure you wish to continue without contacting them?
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  • 18
    Please provide the old and new serial number for each PAX device to be swapped. Enter one new/old serial number pair per line. Click the Add another record button for additional lines.
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  • 19
    Please indicate where you will be receiving the credit card terminals from.
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  • 20
    Please indicate who is currently hosting your existing credit card terminals.
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  • 21
    Please see below for more information.
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  • 22
    Please indicate who will be programming and hosting the credit card terminals.
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  • 23
    Please see below for more information.
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  • 24
    Enter the number of terminals to be updated with this request.
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  • 25
    Please provide the serial number for each PAX device to be configured. Enter one serial number per line. Click the Add another record button for additional lines.
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  • 26
    Please indicate which options you want to use for processing various types of transactions.
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  • 27
    Please enter the processor-provided details about your merchant account.
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  • 28
    Please provide the per-terminal settings for each PAX device to be configured. Enter each terminals configuration on a separate line. Click the Add another record button for additional lines.
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  • 29
    Please enter the processor-provided details about your merchant account.
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  • 30
    Please enter the processor-provided details about your merchant account.
    Central
    • Please Select
    • Eastern
    • Central
    • Moutain
    • Pacific
    • Other
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  • 31
    Please enter the processor-provided debit details about your merchant account.
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  • 32
    Please provide the per-terminal settings for each PAX device to be configured. Enter each terminals configuration on a separate line. Click the Add another record button for additional lines.
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  • 33
    Please enter the processor-provided details about your merchant account.
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  • 34
    Please provide the per-terminal settings for each PAX device to be configured. Enter each terminals configuration on a separate line. Click the Add another record button for additional lines.
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  • 35
    Please enter the processor-provided details about your merchant account.
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  • 36
    Please provide the per-terminal settings for each PAX device to be configured. Enter each terminals configuration on a separate line. Click the Add another record button for additional lines.
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  • 37
    Please indicate which brand(s) of credit cards you are allowed to accept per your Merchant Services Agreement.
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  • 38
    Please indicate in which ways you want to allow users to input card data.
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  • 39
    Please indicate the maximum value you would like processed using Near Field Communication (NFC) / Contactless payments.
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  • 40
    Please indicate which Debit Encryption Key your processor / ISO uses to process Debit transactions.
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  • 41
    Please indicate which Electronic Benefits Transfer (EBT) options you would like enabled.
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  • 42
    Please indicate the EBT FSN number assigned to you in order to process EBT transactions.
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  • 43
    Please indicate the configuration options and values you'd like to use for tipping.
    Disabled
    • Please Select
    • Disabled
    • Enabled
    • Enabled with 'No Tip' option
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  • 44
    Please indicate what amounts should be visible on the 4 available cash back buttons. Set to 0 or clear it out to remove the option.
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  • 45
    Please indicate which types of audio feedback you want enabled on the terminal.
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  • 46
    Please indicate how loud you would like autod feedback from the terminals to be. Please note, this setting is not available for all devices.
    Medium
    • Please select
    • Low
    • Medium
    • High
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  • 47
    Please indicate how you would like customers to be notified, audibly, when a card is left in the terminal.
    Continuous beep
    • Please select
    • Disabled
    • Single beep
    • Continuous beep
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  • 48
    Please indicate the amount to use as a threshold for determining whether to prompt for a signature. A value of 0.00 will prompt on every transaction. If you do not want to prompt, set the threshold to be a high value, i.e. 9999.99.
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  • 49
    Please indicate which Point of Sale (POS) company you are using to process transactions.
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  • 50
    Please provide the following information about your Cloud Retailer set up.
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  • 51
    Please indicate which of the following options apply to your deployment of Microsoft RMS.
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  • 52
    Please include the Microsoft RMS database connection information in order to speed up software installation.
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  • 53
    Please select the timeframe you require the work to be completed. A member of our team will reach out to schedule an appointment.
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  • 54
    Please check off the items below to ensure they are completed prior to install date. Please note, if all of these items are not completed by install date we will likely not be able to proceed with install and and additional charges may apply.
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  • 55
    Please indicate if any of the following, less common, situations apply to your business.
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  • 56
    You have indicated one or more less-common situations apply to your business. Please provide the contact information for your IT service company and provide them with this link with important network security information.
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  • 57
    Please help us improve Card Defender by leaving feedback on the following question(s).
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  • 58
    Please leave any additional notes you wish to best describe your request.
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    quoteCreated with Sketch.
    Ok
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  • 59
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  • 60
    Incomplete
    • Incomplete
    • Completed
    • No action needed
    • Failed - No Proposal
    • Failed - Unsupported Processor
    • Failed - Unknown Terminal Host
    • Failed - Follow up with Processor
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  • 61

    Summary of Info

    This is the final page of the standard workflow that has been tested, below are the parameters as you have filled them out.  From here an email can be sent and/or Asana task created.  Any pages after this point are only for testing purposes.

    Form Data:

    Request Status: {requestStatus}
    Merchant DBA Name: {merchantInfo[1]}
    Merchant Contact Name: {merchantInfo[2]}
    Merchant Phone Number: {merchantInfo[3]}
    Merchant Email: {merchantInfo[4]}
    Business Relationship: {businessRelationship}
    Reseller Business Name: {resellerInfo[1]}
    Reseller Contact Name: {resellerInfo[2]}
    Reseller Phone Number: {resellerInfo[3]}
    Reseller Email: {resellerInfo[4]}
    Payment responsibility: {whoIsPaying}
    Change Request Type: {changeRequestType}
    Signed Proposal: {newInstallProposalQuestion}
    Signed Proposal Confirm: {notifyCDfollowUp}
    Signature Threshold: {notifySigThreshold}
    New Owner's Name: {newMerchantInfo[1]}
    New Contact Name: {newMerchantInfo[2]}
    New Phone: {newMerchantInfo[3]}
    New Email: {newMerchantInfo[4]}
    Terminal Encryption: {notifyTerminalEncryption}
    Credit Card Processor: {processorChoice}
    Coming Soon: {notifyComingSoon}
    Unsupported Processor: {notifyUnsupportedProcessor}
    Old Processor Name: {oldCreditCardData[1]}
    Old Processor Sales Rep: {oldCreditCardData[2]}

    Old Processor Phone Number:

    {oldCreditCardData[3]}
    Old Processor Email: {oldCreditCardData[4]}
    Processor Business Name: {processorContactInfo[1]}
    Processor Sales Rep: {processorContactInfo[2]}
    Processor Phone Number: {processorContactInfo[3]}
    Processor Email: {processorContactInfo[4]}
    Processor Contacted: {processorContacted}
    No Proc Contact Confirm: {noProcessorContactConfirm}
    Terminal Swap List: {terminalSwapList}
    Terminal Source: {terminalProvider} 
    Terminal Host (existing): {terminalHostExisting}
    Terminal Host: {terminalHost} 
    Terminal List: {terminalSerialNumberList}
    Terminal Transaction Options: {terminalTransactionTypes}
      {nabParamsPage1}
    NAB Merchant Number: {nabParamsPage1[1]}
    NAB Customer Number: {nabParamsPage1[2]}
    NAB Location Number: {nabParamsPage1[3]}
    NAB - Per Terminal: {nabParamsPerTerminal}
      {tsysParamsPage1}
    TSYS Merchant Name: {tsysParamsPage1[1]}
    TSYS Merchant Number: {tsysParamsPage1[2]}
    TSYS BIN: {tsysParamsPage1[3]}
    TSYS Chain: {tsysParamsPage1[4]}
    TSYS Agent: {tsysParamsPage1[5]}
    TSYS Store Number: {tsysParamsPage1[6]}
    TSYS MCC / SIC: {tsysParamsPage1[7]}
      {tsysParamsPage2}
    TSYS Merchant City: {tsysParamsPage2[1]}
    TSYS Merchant State: {tsysParamsPage2[2]}
    TSYS Merchant Postal Code: {tsysParamsPage2[3]}
    TSYS Country Code: {tsysParamsPage2[4]}
    TSYS Currency Code: {tsysParamsPage2[5]}
    TSYS Merchant Phone #: {tsysParamsPage2[6]}
    TSYS Timezone Code: {tsysParamsPage2[7]}
    TSYS Timezone Differential: {tsysParamsPage2[8]}
      {tsysParamsDebit}
    TSYS Merchant ABA #: {tsysParamsDebit[1]}
    TSYS Merchant Settlement Number: {tsysParamsDebit[2]}
    TSYS - Per-terminal: {tsysParamsPerTerminal}
      {heartlandParamsPage1}
    Portico Merchant ID: {heartlandParamsPage1[1]}
    Portico License ID: {heartlandParamsPage1[2]}
    Portico Site ID: {heartlandParamsPage1[3]}
    Portico Username: {heartlandParamsPage1[4]}
    Portico Password: {heartlandParamsPage1[5]}
    Portico - Per-terminal: {heartlandParamsPerTerminal}
      {firstDataParamsPage1}
    First Data Merchant ID: {firstDataParamsPage1[1]}
    First Data Alt Merchant ID: {firstDataParamsPage1[2]}
    First Data Group ID: {firstDataParamsPage1[3]}
    First Data Datawire ID: {firstDataParamsPage1[4]}
    First Data - Per-terminal: {firstDataParamsPerTerminal}
    Terminal Accepted Card Types: {terminalCardsAccepted}
    Terminal Input Options: {terminalInputMethods}
    Terminal NFC Limit: {terminalNfcLimit}
    Terminal Debit Key: {terminalDebitKey}
    Terminal EBT Options: {terminalEbtOptions}
    Terminal EBT FSN #: {terminalEbtFsnNumber}
      {terminalTipOptions}
    Terminal Tip Setting: {terminalTipOptions[1]}
    Terminal Tip Threshold: {terminalTipOptions[2]}
    Terminal Tip Button 1 Amount: {terminalTipOptions[3]}
    Terminal Tip Button 1 Percent: {terminalTipOptions[4]}
    Terminal Tip Button 2 Amount: {terminalTipOptions[5]}
    Terminal Tip Button 2 Percent: {terminalTipOptions[6]}
    Terminal Tip Button 3 Amount: {terminalTipOptions[7]}
    Terminal Tip Button 3 Percent: {terminalTipOptions[8]}
    Terminal Cash Back Option 1: {terminalCashBackOptions[1]}
    Terminal Cash Back Option 2: {terminalCashBackOptions[2]}
    Terminal Cash Back Option 3: {terminalCashBackOptions[3]}
    Terminal Cash Back Option 4: {terminalCashBackOptions[4]}
    Terminal Sound Options: {terminalSoundOptions}
    Terminal Sound Volume: {terminalSoundVolume}
    Terminal EMV Beep Mode: {terminalEmvBeepMode}
    Signature Threadhold: {signatureThreshold}
    POS System: {posSystem}
    Cloud Retailer Config: {cloudRetailerConfig}
    RMS Config Options: {rmsOptions}
    New Install Checklist: {newInstallChecklist}
    New Install Less Common: {newInstallLessCommon}
      {itServiceCompanyInfo}
    IT Service Company Name: {itServiceCompanyInfo[1]}
    IT Service Company Contact: {itServiceCompanyInfo[2]}
    IT Service Company Phone: {itServiceCompanyInfo[3]}
    IT Service Company Email: {itServiceCompanyInfo[4]}
      {demographicInfo}
    Demographic - How did you hear about us: {demographicInfo[1]}
    Additional Info: {additionalNotes}
    First terminal one-time fees: {feeCalculations[3]}
    Addn term one-time fees: {feeCalculations[4]}
    Total One-time Fees: {feeCalculations[1]}
    Monthly Fees: {feeCalculations[2]}
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