Adding the Last 4 SSN and Birthday Data to a Customer

To verify caller identity and assist cardholders, our call team will request the company name, caller’s first and last name, and confirmation of either the date of birth or the last four digits of the social security number (SSN).

Use this section to add or update the DOB or SSN for a cardholder.

1. Click the Users module in the left-side navigation tab. 

2. On the Users tab, key in the cardholder’s name or email address into the filter field of the Name or Email/Username column.

• Click the Toggle Filter icon to display the filter fields if they are not visible.

3. Click the Name hyperlink or the View icon to open the User Details page.

4. On the User Details screen, click the Edit User button on the right side of the screen.

5. Complete the following fields. If these fields are not visible on your screen, please refer to the instructions provided under the Adding the Birthday and Last 4 SSN Fields section in this article to add them to your view.

     A. Last 4 SSN – Key in the last four digits of the user’s social security number (SSN).

     B. Birthday – Key in the user’s date of birth in MM/DD format (the year is not required).

6. Scroll down to the bottom of the page and click Submit.

7. The Birthday and Last 4 SSN fields have now been saved.

Adding the Birthday and Last 4 SSN Fields.

If the Birthday and Last 4 SSN fields are missing in Corpay Complete, complete the following steps:

1. Click the Administration module in the left-side navigation pane.

2. Click the Settings tab.

3. Click the Company Profile tab.

4. Update or add information to the following fields (Please note, some fields may already be prepopulated).

     A. Address 1 – Key in the company’s address.

     B. Address 2 – Key in the company’s address if a second line is needed.

     C. City – Key in the city of the company.

     D. State – Key in the state of the company.

     E. Zip Code – Key in the zip code of the company.

     F. Country – You must select United States for both the Birthday and Last 4 SSN fields to populate.

     G. Click Save.

5. Once created/saved, these fields will now be available in the User Details fields. You will need to return to the Adding the Last 4 SSN and Birthday Data to a Customer section in this article to add information to the DOB and Last 4 SSN fields.