CU*BASE Reference Materials

Attention Self Processors

Open the working copy of our Self Processing Operational Guide.

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.

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A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

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

CU*BASE Reference Materials

Attention Self Processors

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