CU*BASE Reference

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.

Can’t find what you are looking for? Check out these other related locations:

Jump To:
ABCDEFGHIJKLMNOPQRSTUVWXYZ
Letter Updated Title Publication Date Pages
A Abnormal Activity Monitoring10/16/201532
A Account-to-Account (A2A) Transfers12/21/201546
A Accrual Verification Handbook02/03/201412
A Adjusting for 90 Day Delinquency02/03/20149
A ALM Downloads10/13/201443
A Asset Verification Service Agreement - Wisconsin06/07/201111
A Associated Applications08/18/201516
A ATM/Debit User Guide10/16/201554
A ATM Surcharge Rebates02/03/20149
A Auditing Employee Access to CU*BASE Tools / Data Center Employee Security07/30/201517
A Audit Tracker
Track Member Activity Related to Compliance
02/03/20142
A Automated Funds Transfer/Check Funds Transfer12/31/201530
A Automated Non-Returns12/03/201548
A Automated Reports and Queries02/18/201622
A Auto Security02/03/20144
A Using the Answer Book02/03/20144
A Working With AIRES and CU*BASE02/03/201420
B Balancing Act of Managing Your Cash Inventory02/03/20147
B Balancing Made Easy07/30/201555
B Bankruptcy Tools12/17/20154
B Bank Secrecy Act Monitoring Tools12/18/201437
B Budgeting with CU*BASE02/29/201684
B New Branch Form08/06/20151
B Online Ballots08/31/201525
B Using the Member Branch Reassignment Tool02/03/20146
C 5300 Call Report and CU*BASE Tools booklet12/03/201553
C 5300 Call Report Brochure10/17/20145
C 5300 Call Report Upload Steps10/16/20155
C Bump Certificates06/16/201515
C CASS Certification Procedures02/03/201416
C Certificate Forms02/03/20149
C Certificate Variable Rates02/03/20147
C CheckViewer: Accessing Checks 02/03/20144
C Client Support Information
(CSR Help Desk)
02/10/20166
C Club Account Processing02/03/201420
C Collateral: Tools for Tracking Property Securing Loans10/17/201420
C Communication with Members02/05/20148
C Concentration Risk Analysis (brochure)02/03/20144
C Configuring Tools for Collections10/23/201535
C Converting Your Back Office02/03/20148
C COOP Shared Branching: CUSC/FSCC Acquirer02/10/201635
C CPI Force-Placed Insurance02/03/201413
C Credit Cards: Configuration Guide07/30/201570
C Credit Cards: User Guide12/17/2015127
C Credit Scores in Online Banking07/20/201514
C Cross-Selling and Next Suggested Product10/16/201535
C CTR Automated Uploads to FINCEN02/21/20142
C CU*BASE Calculations for Insurance and Debt Protection10/25/20134
C CU*CD User Guide: Viewing Reports and Statements on CD-ROM08/04/201514
C CU*SPY E-Statements and Online Reports12/07/20104
C 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.
04/28/20155
C CU*TALK Audio Response: Introductory/Startup Guide07/30/201518
C 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.
06/27/20132
C 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.
02/03/20144
C How to Tracker from Cross Sales07/30/20155
C Online Credit Bureau Access: 247 Lender Setup Form08/07/20061
C Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide11/10/201521
C Online Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix06/11/201425
C Online Credit Bureau Access and 247 Lender (3): User Guide11/03/201556
C Online Credit Bureau Access and 247 Lender (4): Understanding the Portfolio Defense SAVANT Credit Scoring Model12/20/20067
C Online Credit Bureau Access Setup Form01/19/20151
C Principal Distributions Certificates03/21/201611
D CU*BASE Leadership Dashboards03/08/20165
D CU*BASE Management Dashboards brochure08/04/20158
D Data Archival Options Form01/24/20143
D Database Inquiry Flyer02/03/20142
D Debit Card Round Up12/17/201514
D Defense MD: Backup Tape Encryption for Self Processors02/03/201419
D Direct Mail Post: Importing Transaction Files and Posting Them Via Direct Mail08/17/201513
D Dividend Donations: Starting a Program for Your Members02/03/20147
D Documentation: Tricks of the Trade
Refer to the Documentation Tricks of the Trade page
Not Available0
D Dormancy and Escheat Monitoring10/06/201433
D Downloading Financial Statements to Excel02/03/20149
D Miscellaneous/Member Services Denial Notices02/03/201411
D My Favorite Dashboards and Reports and CU*SPY Daily Reports
Documentation on many CU*BASE dashboards and reports and the Daily CU*SPY reports.
Not Available0
E E-Alerts08/17/201520
E e-Documents: Electronic Documents Strategies and Solutions
Refer to the Special Interest Publications Page.
Not Available0
E e-Documents: Electronic Photo ID Capture User Guide (booklet)08/04/201522
E e-Documents: Electronic Receipts User Guide (booklet)12/30/201432
E e-Documents: idocVault Administration Guide12/30/201412
E e-Documents: Printing Electronic Loan Forms02/03/201413
E e-Documents: Quick Reference Guide02/03/20142
E E-Statements (for On-Line Credit Unions)06/10/20114
E E-Statements (for Self-Processing Credit Unions)06/10/20114
E E-Statements - New Look04/17/20124
E EasyPay Materials are now It's Me 247 Bill Pay Materials
Refer to 'I' for 'It's Me 247' Bill Pay materials
Not Available
E eDOC Solution Brochure09/14/201212
E Effective Dating for Member Transactions02/03/201427
E Electronic Deposit Holds and "Member in Good Standing "Configuration04/29/201422
E Encryption - How to Configure CU*BASE Encryption09/20/201215
E Escrow Processing with CU*BASE08/31/201557
E Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
06/05/201526
E Wrong Email Addresses - Automated Management of Wrong Email Addresses06/27/20134
F COOP Shared Branching: CUSC/FSCC Acquirer02/10/201635
F CU*BASE and the FFIEC Supplement08/05/201517
F Fee Options with CU*BASE02/03/201413
F FIDM Configuration Files (for Self Processors)
4 files in a Zip archive
02/17/20060
F File Transfers: Downloading Data from iSeries to PC03/18/201622
F Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions12/03/201411
F How to Work with Member Follow-ups02/03/201410
F Member Self Service Fees02/03/201416
F Running a FinCEN 314(a) Scan Against Your CU*BASE Database08/05/201513
G Gender Generator Brochure02/03/20144
G General Ledger Balancing Tools02/03/201420
G How to Install CU*BASE GOLD05/24/201122
G Importing Transaction Files to the General Ledger08/05/201512
H Health Savings Accounts (HSAs)02/03/201427
H Household & Member Statistics02/03/201433
I 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.
04/28/20155
I Importing a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database08/05/201516
I Instant Card Issue06/05/201419
I IRA Processing12/03/201539
I It's Me 247 Bill Pay (Fiserv) Product Overview and User Guide03/18/201656
I It's Me 247 Bill Pay (iPay) Product Overview and User Guide03/18/201643
I 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.
04/16/20153
I It's My Biz 247 Business Banking04/16/201570
I It's My Biz 247 Permissions Form04/16/20153
IUpdated  It’s Me 247 Bill Pay (Payveris) Product Overview and User Guide04/18/2016100
I It’s Me 247 Bill Pay Feature Comparison 10/16/20154
I It’s Me 247 Bill Pay powered by Fiserv brochure10/16/20154
I It’s Me 247 Bill Pay powered by iPay brochure10/16/20154
IUpdated  It’s Me 247 Risk Assessment: Product Feature Matrix04/12/201621
I Mortgage Products: Interest Payment Only Loans02/03/201421
K Knowing Your Members: CU*BASE Relationship Management Tools
Note: This is a large file and my take extra time to download.
10/16/201576
L Big-Picture Planning for Your Loan Configurations02/03/201414
L Configuring Tools for Your Loan Team10/16/201558
L Laser Printing with CU*BASE04/01/201422
L Lease Loan Tools02/03/201410
L Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
02/03/201411
L Legacy Check Ordering02/03/20144
L Loan Interest Calculation: "360/365 Daily Interest"02/03/20143
L Loan Statement Notices02/03/201410
L Printing Electronic Loan Forms02/03/201413
M Create Shortcut (Bookmark) to Mobile Web Banking
Refer to Web Services Announcement and Flyer (For Members)
Not Available
M CU*BASE Management Dashboards brochure08/04/20158
M Marketing Campaigns with Member Connect07/30/201526
M Marketing Clubs: Configuration, Benefits and Enrollment02/10/201649
M Member Demographics02/03/20144
M Microfiche Statement Copy Request03/20/20061
M Miscellaneous Advances02/03/20149
M Miscellaneous Member Account Forms
(Including TIS Disclosures)
09/08/201436
M Mobile Text Banking12/17/201537
M Mobile Web Banking01/22/201652
M Month-End Processing Verifications10/20/201515
M Mortgage Products: 360-Day Interest Calculation02/03/201455
M Mortgage Products: Data Capture for Mortgage Closing Forms11/07/201420
M Mortgage Products: Interest Payment Only Loans08/17/201522
N Member Notices: Configuring and Printing CU-Defined Notices and e-Notices08/17/201559
N NCUA Share Insurance04/16/201516
N Non-Member Teller Services02/03/201417
O Downloading OFAC File Lists for the CU*BASE Data Match System
For Self-Processing Credit Unions
11/24/201514
O OFAC Configuration Files (for Self Processors)
4 files in a Zip archive
01/16/20150
O Online Banking documentation
Refer to the It's Me 247 Documentation Page
Not Available0
O Opt In/Opt Out (Reg E) - Managing Your Offering02/18/201642
O Outstanding Loan Recap - Managing your Concentration Risk02/03/20142
O Statement Onsert Brochure02/03/20144
O Tracking "Off Trial Balance" (OTB) Products with CU*BASE08/17/201557
O Using the CU*BASE Data Match System for OFAC Compliance10/16/201520
P How To Install ProDoc (CU*Answers ASP)03/06/201315
P New CU*BASE Printer Configuration Request01/20/20121
P Packaging Loans for Sale - Managing your Concentration Risk09/19/20144
P Participation Lending: Fannie Mae Secondary Market Loan Servicing04/16/2015102
P Participation Lending: FHLB Secondary Market Loan Servicing04/16/201597
P Participation Lending: Freddie Mac Secondary Market Loan Servicing04/16/201599
P Participation Lending: Standard 365 Loans and Other Loans09/08/201578
P PDF Exports02/06/20142
P PIB: Configuration/User Guide08/17/201578
P PIB Rollout Strategies08/17/201512
P Privacy Controls05/01/201516
P Promise Deposits - Electronic Check Deposits via It's Me 247 Online Banking10/17/201432
Q Qualified Dividends12/03/201528
Q QualiFile (ChexSystems) Risk Assessment Scans
View the Special Interest Page for more info.
04/16/20154
Q Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing08/29/20124
Q Quicken/QuickBooks Downloads from Online Banking - Signup Form01/16/20131
R Downloading Data from CU*BASE to Raddon04/01/20041
R My Favorite Dashboards and Reports and CU*SPY Daily Reports
Documentation on many CU*BASE dashboards and reports and the Daily CU*SPY reports.
Not Available0
R Opt In/Opt Out (Reg E) - Managing Your Offering02/18/201641
R Posting Your Remote Deposits to CU*BASE08/17/201518
R Reissuing Cards02/03/201418
R Report Builder 02/03/20144
S Member Selected Printed Statement Styles07/09/201530
S Periodic Mortgage Statements03/15/201618
S Sales Tracker04/16/201535
S See/Jump Controls12/17/201512
S Selective Marketing through Printed Statements04/16/201524
S Selling Products Online12/03/201540
S Share Bonus Dividend/Loan Interest Rebate Programs02/03/201420
S Shared Branching02/03/201431
S Share Dividend Payment Options02/03/20149
S Skip-a-Pay for Online Credit Cards (booklet)02/03/201413
S Skip Pay for Consumer Loans10/16/201542
S Smart Messaging08/17/201513
S Stand-In Processing02/04/20168
S Standards for Social Security Numbers02/03/201416
S Standards for Social Security Numbers in New Client Conversions12/05/20075
S Statement Insert Packaging & Labeling Instructions08/19/20141
S Statement Insert Requirements04/09/20144
S Statement Mail Groups
Archiving Statements Without Printing Them
03/20/20156
S Statement Onsert Brochure08/17/20154
S Statement Printing & Mailing Instructions02/03/20149
S Sunday Processing Request Form08/06/20151
S Tracking Savings Bond Redemption Activity with CU*BASE12/03/20157
S Using the CU*BASE Member Survey02/03/201414
T How To Install Epson Thermal Printers (Carswell) 08/03/200912
T How To Install Epson Thermal Printers (TM-T88IV USB) 08/10/200915
T Teller & Cash Activity Analysis Tools02/03/201421
T Teller Receipt Analysis (overview flyer)12/07/20104
T Teller Transaction Monitoring
Understanding CU*BASE Teller Analysis Reports
02/03/20149
T Thermal Receipts09/01/20054
T Thermal Receipts Data Masking Option09/23/20052
T Tiered Service Levels - Implementation Guide02/10/2016107
T TILA-RESPA Integrated Disclosures (TRID)10/16/201526
T Top Enhancements of 201401/21/20154
T Using TCDs: Quick Reference02/20/20151
T Using Teller Cash Dispensers (TCDs) with CU*BASE: Configuration Guide02/20/201511
T Using Teller Cash Dispensers (TCDs) with CU*BASE Integrated without Middleware03/20/20159
T Using Teller Cash Dispensers (TCDs) with CU*BASE Integration with Legacy and Lutzwolf02/20/201544
T Using Teller Cash Recyclers (TCRs) with CU*BASE (Configuration and User Guide) – Integration with Legacy and Lutzwolf02/10/201648
T Using Teller Cash Recyclers (TCRs) with CU*BASE – Integrated without Middleware03/20/20159
V Variable Rate Loan Products02/04/201651
V Vault Manager07/27/201517
W New CU*BASE Workstation Configuration Request01/20/20121
W Wire Transfers in CU*BASE08/18/201518
W Write-Off/Charge-Off Tools12/31/201536
Y Tax Forms Handling Instructions - Self Processing10/15/20152
Y Year-End Verification Checklist - Self Processing10/15/20151
Y Year End Processing Guide - Online02/29/201658
Y Year End Processing Guide - Self Processing02/29/201679
Z Creating Zero-Dollar Transactions in CU*BASE
Leaving Messages for Members via Account Transaction History
02/03/20146
Updated
December 21, 2015

April CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the April 2016 edition of the CU*BASE Monthly Monitor Recap! April 2016 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products…. Read more »

CU*BASE GOLD 16.05 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS AND SITE-FOUR PARTNERS: Another CU*BASE Release Is Coming! Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 16.05: Online credit unions: May 15 Site-Four partners: May 15 Self-processing credit unions: June 6-7 Note to self-processing credit unions: Please email us as soon as possible to let us… Read more »

Reminder: April Tricks of the Trade Webinar Today

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS The April Tricks of the Trade webinar will be held from 3:30-4:00 PM ET today! Simply click here a few minutes before the webinar starts and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at the CU*Answers Risk Assessment Center and the… Read more »

April is National Financial Literacy Month!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS April is National Financial Literacy Month Be sure to check out your FREE financial literacy resources! We believe financial literacy is more than just book learning. It comes from the interactions Board members have with each other and with credit union teams. It comes with the confidence you gain… Read more »

April Tricks of the Trade Webinar

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Mark your calendar for the upcoming Tricks of the Trade webinar! Scheduled for Tuesday, April 19 from 3:30-4:00 PM ET, the interactive and engaging April Tricks of the Trade webinar will give you an in-depth look at the CU*Answers Risk Assessment Center and the It’s Me 247 Risk Assessment:… Read more »

Northern Michigan Area Regional Training Events

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS We’re getting ready to head out for another Regional Training Event! Northern Michigan Credit Unions – we’re coming to a credit union near you to offer you two chances to attend a FREE Regional Training Event! Traverse City, Michigan TBA Credit Union May 17 9 AM – 3:30 PM ET… Read more »

Come hear new information for 2016 in the Business Continuity Planning course!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Join Jim Lawrence, CBCP, Business Continuity Manager at CU*Answers, as he discusses the business continuity planning process, including steps to help you develop, implement, and test your continuity and recovery plans. Updated for 2016, this course will highlight two recent FFIEC publications,  “Appendix J: Strengthening Resilience of Outsourced Technology… Read more »

Final Year-End Tasks and Deadlines

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS With Tax Day just around the corner, your year-end tax-related duties are almost done! For Online AND Self-Processing Credit Unions Between April 18th and April 20th, verify and make last-minute modifications to contribution (5498) data in the IRA and HSA Balance files. For Self-Processing Credit Unions April 20: deadline… Read more »

March CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the March 2016 edition of the CU*BASE Monthly Monitor Recap! March 2016 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read… Read more »

Reminder: March Tricks of the Trade Webinar Today

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS The March Tricks of the Trade webinar will be held from 3:30-4:00 PM ET today! Simply click here a few minutes before the webinar starts and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at the Internet Retailer Support Center (IRSC), Payveris,… Read more »