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CU*BASE Reference Materials

This section lists topical reference booklets, each covering a specific area of the CU*BASE system. In addition to the information that's in our online help, these documents are another great way to get up to speed on a new CU*BASE tool or application.

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Note: All files are in PDF Format. You'll need Adobe Acrobat Reader to access them.

A

Account-to-Account (A2A) Transfers
View the Special Interest Page for more info.
Dated: 09/15/2011 • 42 pages
Accrual Verification Handbook
Dated: 10/24/2008 • 12 pages
Adjusting for 90 Day Delinquency
Dated: 04/14/2011 • 9 pages
ALM Downloads
Dated: 05/11/2011 • 30 pages
ASAP Reports (Ask, See, Act, Profit)
Dated: 11/17/2011 • 8 pages
Asset Verification Service Agreement - Wisconsin
Dated: 06/07/2011 • 11 pages
ATM Surcharge Rebates
Dated: 04/14/2011 • 9 pages
ATM/Debit User Guide
Dated: 12/28/2011 • 48 pages
Audit Tracker
Track Member Activity Related to Compliance
Dated: 10/24/2008 • 2 pages
Auditing Employee Access to CU*BASE Tools / Data Center Employee Security
Dated: 10/07/2011 • 11 pages
Auto Security
Dated: 01/09/2009 • 4 pages
Automated Funds Transfer/Check Funds Transfer
Dated: 10/07/2011 • 30 pages
Automated Non-Returns
Dated: 12/09/2011 • 46 pages
Using the Answer Book
Dated: 05/21/2009 • 4 pages
Working With AIRES and CU*BASE
Dated: 06/22/2010 • 11 pages

B

Balancing Made Easy
Dated: 04/11/2011 • 48 pages
Bank Secrecy Act Monitoring Tools
Dated: 11/17/2011 • 29 pages
CU*BASE Branding Booklet
Dated: 12/08/2010 • 16 pages
CU*BASE Branding Brochure
Dated: 05/12/2010 • 4 pages
Online Ballots
Dated: 04/14/2011 • 23 pages
Using the Member Branch Reassignment Tool
Dated: 07/17/2009 • 6 pages

C

5300 Call Report
Dated: 09/28/2011 • 46 pages
5300 Call Report Upload Steps
Dated: 03/31/2011 • 5 pages
Bump Certificates
Dated: 04/14/2011 • 8 pages
CASS Certification Procedures
Dated: 11/21/2008 • 15 pages
Certificate Forms
Dated: 07/28/2009 • 10 pages
Certificate Variable Rates
Dated: 04/23/2009 • 8 pages
Updated CheckViewer: Accessing Checks
Dated: 01/20/2012 • 4 pages
Client Support Information
(CSR Help Desk)
Dated: 08/17/2009 • 7 pages
Club Account Processing
Dated: 12/28/2011 • 21 pages
Collateral: Tools for Tracking Property Securing Loans
Dated: 11/21/2011 • 20 pages
Communication with Members
Dated: 04/14/2011 • 8 pages
Configuring Tools for Collections
Dated: 09/01/2009 • 23 pages
Converting Your Back Office
Dated: 08/25/2009 • 8 pages
Updated Credit Cards: Configuration Guide
Dated: 01/20/2012 • 59 pages
Updated Credit Cards: User Guide
Dated: 01/20/2012 • 114 pages
Cross-Selling and Next Suggested Product
Dated: 10/07/2011 • 28 pages
CU*BASE Calculations for Insurance and Debt Protection
Dated: 05/30/2007 • 4 pages
CU*CD User Guide: Viewing Reports and Statements on CD-ROM
Dated: 11/07/2008 • 14 pages
CU*SPY E-Statements and Online Reports
Dated: 12/07/2010 • 4 pages
CU*TALK and It’s Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated: 12/22/2010 • 5 pages
CU*TALK Audio Response: Introductory/Startup Guide
Dated: 08/31/2011 • 18 pages
CU*TALK Change Request: Configuration
For CUs that do NOT use the text-to-speech (TTS) engine. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated: 08/08/2005 • 2 pages
CU*TALK Change Request: Rate Messages
For CUs that do NOT use the text-to-speech (TTS) engine. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated: 04/23/2009 • 4 pages
Updated CUSC Acquirer
Dated: 01/20/2012 • 30 pages
How to Tracker from Cross Sales
Dated: 02/09/2011 • 6 pages
How to Work with Member Follow-ups
Dated: 02/09/2011 • 11 pages
Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide
Dated: 12/07/2006 • 18 pages
Online Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix
Dated: 11/20/2009 • 24 pages
Online Credit Bureau Access and 247 Lender (3): User Guide
Dated: 06/11/2009 • 51 pages
Online Credit Bureau Access and 247 Lender (4): Understanding the Portfolio Defense SAVANT Credit Scoring Model
Dated: 12/20/2006 • 7 pages
Online Credit Bureau Access Setup Form
Dated: 06/29/2011 • 1 pages
Online Credit Bureau Access: 247 Lender Setup Form
Dated: 08/07/2006 • 1 pages
Online Credit Bureau Access: Application for Special Credit Report Pricing (Experian)
Dated: 06/29/2011 • 1 pages
Online Credit Bureau Access: Application for Special Credit Report Pricing (TransUnion/CBC Innovis)
Dated: 07/26/2011 • 1 pages
Principal Distributions
Dated: 04/14/2011 • 14 pages

D

Updated CU*BASE Leadership Dashboards
Dated: 01/06/2012 • 4 pages
Data Archival Options Form
Dated: 09/07/2010 • 1 pages
Database Inquiry Flyer
Dated: 02/09/2011 • 2 pages
Updated Debit Card Round Up
Dated: 01/06/2012 • 11 pages
Defense MD: Backup Tape Encryption for Self Processors
Dated: 12/08/2010 • 19 pages
Dividend Donations: Starting a Program for Your Members
Dated: 03/10/2009 • 10 pages
Documentation: Tricks of the Trade #1
Dated: 11/11/2011 • 2 pages
Documentation: Tricks of the Trade #2
Dated: 11/11/2011 • 2 pages
Documentation: Tricks of the Trade #3
Dated: 12/15/2011 • 2 pages
Documentation: Tricks of the Trade #4
Dated: 12/15/2011 • 2 pages
Dormancy and Escheat Monitoring
Dated: 07/15/2011 • 34 pages
Downloading Financial Statements to Excel
Dated: 07/17/2009 • 11 pages
Get to the Answer - Open/Closed Dashboard (Brochure)
Dated: 04/14/2011 • 4 pages
Importing Transaction Files and Posting Them Via Direct Mail
Dated: 12/28/2011 • 8 pages
Miscellaneous/Member Services Denial Notices
Dated: 12/09/2011 • 12 pages

E

E-Alerts
Dated: 10/25/2011 • 15 pages
e-Documents: 2020iDOC Administrator Guide (booklet)
Dated: 06/26/2009 • 11 pages
e-Documents: Electronic Documents Strategies and Solutions
Refer to the Special Interest Publications Page.
e-Documents: Electronic Photo ID Capture User Guide (booklet)
Dated: 01/18/2011 • 13 pages
e-Documents: Electronic Receipts User Guide (booklet)
Dated: 05/12/2010 • 35 pages
e-Documents: Electronic Receipts/Photo ID Capture (brochure)
Dated: 10/12/2010 • 8 pages
e-Documents: Printing Electronic Loan Forms
Dated: 08/03/2009 • 22 pages
e-Documents: Printing Generic e-Forms
Dated: 08/03/2009 • 22 pages
e-Documents: Quick Reference Guide
Dated: 01/18/2011 • 2 pages
E-Statements (for On-Line Credit Unions)
Dated: 06/10/2011 • 4 pages
E-Statements (for Self-Processing Credit Unions)
Dated: 06/10/2011 • 4 pages
EasyPay by Fiserv Forms
Dated: 04/29/2011 • 13 pages
EasyPay by iPay Forms
Dated: 04/26/2011 • 12 pages
EasyPay Comparison (Fiserv versus iPay)
Dated: 03/16/2011 • 3 pages
EasyPay powered by Fiserv Brochure
Dated: 06/24/2010 • 4 pages
EasyPay powered by Fiserv Product Overview and User Guide
Dated: 09/22/2011 • 66 pages
EasyPay powered by iPay Brochure
Dated: 11/30/2011 • 4 pages
EasyPay powered by iPay Product Overview and User Guide
Dated: 11/30/2011 • 43 pages
Effective Dating for Member Transactions
Dated: 10/12/2010 • 29 pages
Electronic Deposit Holds and "Member in Good Standing "Configuration
Dated: 12/28/2011 • 21 pages
Escrow Processing with CU*BASE
Dated: 12/28/2011 • 56 pages
Updated Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
Dated: 01/26/2012 • 24 pages

F

Fee Income/Waiver Analysis (overview flyer)
Dated: 02/17/2009 • 2 pages
Fee Options with CU*BASE
Dated: 11/04/2009 • 12 pages
FIDM Configuration Files (for Self Processors)
4 files in a Zip archive
Dated: 02/17/2006
File Transfers: Downloading Data from iSeries to PC
Dated: 10/28/2009 • 16 pages
Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions
Dated: 06/04/2009 • 12 pages
FSCC Aquirer Teller Training
Dated: 07/01/2011 • 21 pages
How to Work with Member Follow-ups
Dated: 02/09/2011 • 11 pages
Member Self Service Fees
Dated: 09/22/2011 • 17 pages
Running a FinCEN 314(a) Scan Against Your CU*BASE Database
Dated: 01/04/2012 • 13 pages

G

Gender Generator Brochure
Dated: 05/12/2010 • 4 pages
General Ledger Balancing Tools
Dated: 06/03/2009 • 20 pages
How to Install CU*BASE GOLD
Dated: 05/24/2011 • 22 pages

H

Health Savings Accounts (HSAs)
Dated: 01/18/2011 • 26 pages
Household & Member Statistics
Dated: 05/12/2010 • 32 pages
Household Database Auto-Generation Form
Dated: 07/05/2006 • 3 pages
Using CU*BASE GOLD On-Line Help
Dated: 07/17/2009 • 4 pages

I

It's Me 247 Documentation
Refer to the It's Me 247 Documentation Page
CU*TALK and It’s Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated: 04/14/2011 • 5 pages
International ACH Transactions - Manual
Dated: 10/12/2010 • 33 pages
International ACH Transactions - OFAC Screens
Dated: 08/21/2009 • 22 pages
IRA Processing
Dated: 12/08/2010 • 35 pages
It's Me 247 Configuration Change Request Form
This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated: 04/14/2011 • 3 pages
Mortgage Products: Interest Payment Only Loans
Dated: 11/17/2011 • 22 pages

J

No files under this listing.

K

Know the Industry: Industry Analysis Tools
Dated: 11/01/2006 • 2 pages
Knowing Your Members: CU*BASE Relationship Management Tools
Note: This is a large file and my take extra time to download.
Dated: 07/01/2011 • 78 pages

L

Big-Picture Planning for Your Loan Configurations
Dated: 12/15/2011 • 12 pages
Configuring Tools for Your Loan Team
Dated: 12/15/2011 • 46 pages
Laser Printing with CU*BASE
Dated: 08/22/2011 • 22 pages
Lease Loan Tools
Dated: 06/11/2009 • 10 pages
Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
Dated: 05/01/2009 • 16 pages
Loan Application (Short-Form)
Dated: 05/21/2009 • 9 pages
Loan Interest Calculation: "360/365 Daily Interest"
Dated: 11/20/2009 • 2 pages
Loan Statement Notices
Dated: 01/18/2011 • 10 pages
My Favorite Lending Reports
Dated: 07/01/2011 • 8 pages
Printing Electronic Loan Forms
Dated: 08/03/2009 • 22 pages

M

Updated Marketing Campaigns with Member Connect
Dated: 01/26/2012 • 21 pages
Marketing Clubs: Configuration, Benefits and Enrollment
Dated: 12/15/2011 • 46 pages
Member Demographics
Dated: 06/04/2009 • 4 pages
Microfiche Statement Copy Request
Dated: 03/20/2006 • 1 pages
Miscellaneous Advances
Dated: 05/11/2009 • 9 pages
Miscellaneous Member Account Forms
(Including TIS Disclosures)
Dated: 07/15/2011 • 33 pages
Updated Mobile Text Banking
Dated: 01/26/2012 • 33 pages
Mobile Web Banking
Dated: 12/28/2011 • 10 pages
Month-End Processing Verifications
Dated: 09/23/2011 • 15 pages
Mortgage Products: 360-Day Interest Calculation
Dated: 11/17/2011 • 56 pages
Mortgage Products: Data Capture for Mortgage Closing Forms
Dated: 05/12/2010 • 18 pages
Mortgage Products: Interest Payment Only Loans
Dated: 11/17/2011 • 22 pages

N

Member Notices: Configuring and Printing CU-Defined Notices and e-Notices
Dated: 09/15/2011 • 43 pages
NCUA Share Insurance
Dated: 09/22/2011 • 19 pages
Non-Member Teller Services
Dated: 12/15/2011 • 14 pages

O

Downloading OFAC File Lists for the CU*BASE Data Match System
For Self-Processing Credit Unions
Dated: 06/30/2006 • 13 pages
OFAC Configuration Files (for Self Processors)
4 files in a Zip archive
Dated: 06/30/2006
Online Learning Resources
Dated: 12/28/2011 • 5 pages
Opt In/Opt Out (Reg E) - Managing Your Offering
Dated: 09/15/2011 • 44 pages
Outstanding Loan Recap - Managing your Concentration Risk
Dated: 11/11/2011 • 2 pages
Statement Onsert Brochure
Dated: 07/22/2010 • 4 pages
Tracking "Off Trial Balance" (OTB) Products with CU*BASE
Dated: 10/25/2011 • 50 pages
Using the CU*BASE Data Match System for OFAC Compliance
Dated: 02/09/2011 • 18 pages

P

How To Install ProDoc (CU*Answers ASP)
Dated: 08/11/2009 • 15 pages
Updated New CU*BASE Printer Configuration Request
Dated: 01/20/2012 • 1 pages
Packaging Loans for Sale - Managing your Concentration Risk
Dated: 11/11/2011 • 4 pages
Participation Lending: Fannie Mae Secondary Market Loan Servicing
Dated: 11/17/2011 • 104 pages
Participation Lending: FHLB Secondary Market Loan Servicing
Dated: 11/17/2011 • 99 pages
Participation Lending: Freddie Mac Secondary Market Loan Servicing
Dated: 11/15/2011 • 101 pages
Participation Lending: Standard 365 Loans and Other Loans
Dated: 11/17/2011 • 78 pages
Updated PDF Exports
Dated: 04/14/2012 • 2 pages
PIB Made Simple: Try it with your Staff
Dated: 02/12/2009 • 1 pages
PIB Rollout Strategies
Dated: 10/12/2010 • 16 pages
PIB: Configuration/User Guide
Dated: 12/09/2011 • 81 pages
PIB: Overview and Answers to Your Questions
Dated: 12/07/2007 • 4 pages
Printing Reports from CU*SPY
(During Rollovers to the High Availability System)
Dated: 07/07/2004 • 2 pages
Privacy Controls
Dated: 09/15/2011 • 15 pages
Using a Wireless Signature Pad with ProDOC
Dated: 03/11/2010 • 9 pages

Q

Qualified Dividends (booklet)
Dated: 04/14/2011 • 17 pages
Qualified Dividends (overview flyer)
Dated: 02/23/2009 • 2 pages
Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing
Dated: 07/07/2008 • 4 pages
Quicken/QuickBooks Downloads from Online Banking - Signup Form
Dated: 08/04/2008 • 1 pages

R

Downloading Data from CU*BASE to Raddon
Dated: 04/01/2004 • 1 pages
My Favorite Reports and CU*SPY Daily Reports
Documentation on many CU*BASE reports and the Daily CU*SPY reports.
Opt In/Opt Out (Reg E) - Managing Your Offering
Dated: 09/15/2011 • 44 pages
Reissuing Cards
Dated: 06/30/2009 • 14 pages
Report Builder
Dated: 07/14/2009 • 4 pages
Updated Reports: Catalog of CU*BASE Management Reports
Dated: 01/06/2012 • 51 pages
Risk-Based Delinquency Analysis Tools
Dated: 07/14/2009 • 6 pages
Using R/View for CD-ROM Retrieval of CU*SPY Member Statements & Reports
(For use with older archival CDs.)
Dated: 07/17/2003 • 12 pages

S

Member Selected Printed Statement Styles
Dated: 12/15/2011 • 26 pages
Sales Tracker
Dated: 09/15/2011 • 38 pages
Selective Marketing through Printed Statements
Dated: 09/22/2011 • 23 pages
Share Dividend Payment Options
Dated: 06/16/2009 • 9 pages
Shared Branching
Dated: 04/14/2011 • 29 pages
Skip-a-Pay for Online Credit Cards (booklet)
Dated: 09/15/2011 • 13 pages
Skip-a-Pay for Online Credit Cards (brochure)
Dated: 09/15/2011 • 2 pages
Standards for Social Security Numbers
Dated: 08/14/2009 • 14 pages
Standards for Social Security Numbers in New Client Conversions
Dated: 12/05/2007 • 5 pages
Statement Insert Packaging & Labeling Instructions
Dated: 08/20/2009 • 1 pages
Statement Insert Requirements
Dated: 07/15/2010 • 4 pages
Statement Mail Groups
Archiving Statements Without Printing Them
Dated: 08/20/2009 • 5 pages
Statement Onsert Brochure
Dated: 07/22/2010 • 4 pages
Statement Printing & Mailing Instructions
Dated: 09/22/2011 • 9 pages
Tracking Savings Bond Redemption Activity with CU*BASE
Dated: 06/11/2009 • 8 pages
Using the CU*BASE Member Survey
Dated: 06/04/2009 • 16 pages

T

How To Install Epson Thermal Printers (Carswell)
Dated: 08/03/2009 • 12 pages
How To Install Epson Thermal Printers (TM-T88IV USB)
Dated: 08/10/2009 • 15 pages
TCDs/TCRs - Getting Started Guide
Dated: 11/18/2010 • 8 pages
Teller & Cash Activity Analysis Tools
Dated: 08/01/2011 • 20 pages
Teller Receipt Analysis (overview flyer)
Dated: 12/07/2010 • 4 pages
Teller Transaction Monitoring
Understanding CU*BASE Teller Analysis Reports
Dated: 05/21/2009 • 9 pages
Thermal Receipts
Dated: 09/01/2005 • 4 pages
Thermal Receipts Data Masking Option
Dated: 09/23/2005 • 2 pages
Tiered Service Levels - Implementation Guide
Dated: 12/15/2011 • 100 pages
Transaction Source Analysis
Including Configuration for Reg. D Transaction Analysis
Dated: 08/20/2009 • 8 pages
Using TCDs: Quick Reference
Dated: 10/12/2010 • 1 pages
Using Teller Cash Dispensers (TCDs) with CU*BASE User Guide
Dated: 06/10/2011 • 44 pages
Using Teller Cash Dispensers (TCDs) with CU*BASE: Configuration Guide
Dated: 10/12/2010 • 12 pages
Using Teller Cash Recyclers (TCRs) with CU*BASE
Dated: 06/10/2011 • 47 pages

U

No files under this listing.

V

Variable Rate Loan Products
Dated: 06/11/2010 • 52 pages

W

Updated New CU*BASE Workstation Configuration Request
Dated: 01/20/2012 • 1 pages
Wire Transfers in CU*BASE
Dated: 11/07/2008 • 17 pages

X

No files under this listing.

Y

Tax Forms Handling Instructions - Self Processing
Dated: 09/23/2011 • 2 pages
Year End Processing Guide - Online
Dated: 12/14/2011 • 58 pages
Year End Processing Guide - Self Processing
Dated: 12/14/2011 • 80 pages
Year-End Statement Verification - Self Processing
Dated: 09/23/2011 • 1 pages
Year-End Verification Checklist - Self Processing
Dated: 09/23/2011 • 1 pages

Z

Creating Zero-Dollar Transactions in CU*BASE
Leaving Messages for Members via Account Transaction History
Dated: 05/18/2009 • 6 pages
 

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