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Complementary Credit Card Portfolio Performance Evaluation

Please complete the following information.

Financial Institution's Information:
	Bank Name:
	Bank Address:
	City:
	State:
	Zip Code:
	Number of Locations:
	Contact Person:
	Phone Number:
	Email:
	FIS Corp Number:

Credit Card Portfolio Information:
	Average Number of New Cards Opened per Month:
	Total Number of DDA Accounts:
	Cost of Funds Rate (Current Month):
	Annual Personnel Expense Allocated to Credit Cards:
	Amount of Fraud Losses for the Current Year:
	Amount of Fraud/Credit Loss Recoveries for the Current Year:

Marketing/Incentive Information:
	Annual Marketing Dollars Spent on the Credit Card Program:
	Select the Types of Credit Card Promotions Your Bank Participates In (check all that apply):
		Visa MasterCard Internal Employee
	Please Describe Promotion(s) and Provide Year(s):

Rewards Information:
	Do the Accounts Have a ScoreCard Rewards Program?:	Yes No

Review/Reporting Information:
	How Often is the Portfolio Reviewed for Performance and Risk Management Purposes?
		Monthly Quarterly Annually Other (Please Specify Below)

	Is the Portfolio Scored at this Time?	Yes No
	What Other FIS Credit Card Enhancement Products are you Using? (check all that apply):
		Fast Track Letter Checks Advantage Program 90-Day Protection Plan Platinum Preferred Card Centives Extended Warranty Other (Please Specify Below)

Card Plans - APR and Fees:

BIN Number/Card Plan	Current APR	Annual Fee
1.
2.
3.
4.
5.

[+] ADD MORE

BIN Number/Card Name	Current APR	Annual Fee
6.
7.
8.
9.
10.

Authorization:
	I authorize, as a bank officer, that TCM Bank, N.A. is allowed to review the BINs Listed above.

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