Annual Certification of Move Update Compliance Form

ATTENTION SAGE DIRECT CLIENTS: Please complete the Annual Certification of Move Update Compliance form and submit it to Sage Direct by December 1, 2014. To learn how to complete the form, view this sample form. For details on why you need to complete this form and for mailing instructions, refer to this Sage Direct memo.

Newsletter Service from CU*Answers Marketing

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Quarterly newsletters are available! Sign Up Now or by November 3 for a low-cost and low-maintenance service! Quickly and effectively reach your members with timely information in a quarterly newsletter, starting at just $750 per year! For more information on our newsletter service, please click here. Click here to download the newsletter service brochure.

NEW Show Me the Steps Instructions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Check Out These New Instructions in Show Me the Steps! Edit Social Security Number Issue Accounting Check Print Denial Notice Request Credit Report for Non-Member Search for Member by Email Address A special thank you goes out to the individual who submitted these instructions: Tara Lindsey, Teller Supervisor/Member Service… Read more »

Sunset Date for Print Format

ATTENTION ONLINE CREDIT UNIONS THAT HAVE NOT YET CONVERTED TO THE FLAT-FILE STATEMENT FORMAT: ACTION REQUIRED BY DECEMBER 31, 2014: Convert to Flat-File Statement Format. Our records indicate that your credit union has not yet converted to the flat-file statement format. As originally announced in August 2013, you will need to convert to the flat-file… Read more »

2015 Membership Appreciation GO Kit

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: In December, you’ll receive one free 2015 Membership Appreciation Grand Opening (GO) Kit – A great way to say thanks to your members! If you wish to order any additional GO Kits for your credit union or other branches, PLACE YOUR ORDER BY NOVEMBER 1, 2014! Additional GO Kits… Read more »