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:

Letter Updated Title Publication Date Pages
A Abnormal Activity Monitoring02/03/201432
A Account-to-Account (A2A) Transfers08/19/201447
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 Applications11/07/201415
A ATM/Debit User Guide02/03/201451
A ATM Surcharge Rebates02/03/20149
A Auditing Employee Access to CU*BASE Tools / Data Center Employee Security02/03/201417
A Audit Tracker
Track Member Activity Related to Compliance
02/03/20142
A Automated Funds Transfer/Check Funds Transfer10/13/201430
A Automated Non-Returns09/01/201448
A Automated Reports and Queries02/03/201419
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 Easy02/03/201455
B Bankruptcy Tools11/20/20134
BUpdated  Bank Secrecy Act Monitoring Tools12/18/201437
B Budgeting with CU*BASE11/03/201443
B Online Ballots02/05/201425
B Using the Member Branch Reassignment Tool02/03/20146
C 5300 Call Report and CU*BASE Tools booklet10/17/201451
C 5300 Call Report Brochure10/17/20145
C 5300 Call Report Upload Steps09/09/20145
C Bump Certificates02/03/201413
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)
02/03/20146
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 Collections10/17/201435
C Converting Your Back Office02/03/20148
C CPI Force-Placed Insurance02/03/201413
CUpdated  Credit Cards: Configuration Guide12/03/201468
C Credit Cards: User Guide10/22/2014126
C Credit Score Soft Pulls - Increase Your Loan Sales with Credit Score Soft Pulls02/03/20144
C Cross-Selling and Next Suggested Product10/13/201429
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-ROM11/07/200814
C CU*SPY E-Statements and Online Reports12/07/20104
CUpdated  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.
12/16/20145
C CU*TALK Audio Response: Introductory/Startup Guide08/31/201118
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 CUSC Acquirer02/03/201431
C How to Tracker from Cross Sales02/03/20145
C How to Work with Member Follow-ups02/03/201410
C Online Credit Bureau Access: 247 Lender Setup Form08/07/20061
C Online Credit Bureau Access: Application for Special Credit Report Pricing (Experian)11/13/20141
C Online Credit Bureau Access: Application for Special Credit Report Pricing (TransUnion/CBC Innovis)07/26/20111
C Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide06/27/201320
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 Guide02/03/201456
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 Form05/05/20141
C Principal Distributions Certificates02/03/201411
D CU*BASE Leadership Dashboards11/07/20144
D CU*BASE Management Dashboards brochure02/03/20148
D Data Archival Options Form01/24/20143
D Database Inquiry Flyer02/03/20142
D Debit Card Round Up02/03/201414
D Defense MD: Backup Tape Encryption for Self Processors02/03/201419
DUpdated  Direct Mail Post: Importing Transaction Files and Posting Them Via Direct Mail12/03/201413
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
EUpdated  E-Alerts11/21/201420
E e-Documents: 2020iDOC Administrator Guide (booklet)06/26/200911
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)02/03/201422
E e-Documents: Electronic Receipts User Guide (booklet)02/03/201432
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 Comparison (Fiserv versus iPay)10/24/20143
E EasyPay powered by Fiserv Brochure01/18/20134
EUpdated  EasyPay powered by Fiserv Product Overview and User Guide12/18/201454
E EasyPay powered by iPay Brochure08/07/20134
E EasyPay powered by iPay Product Overview and User Guide02/03/201443
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*BASE10/17/201457
E Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
02/14/201425
E Wrong Email Addresses - Automated Management of Wrong Email Addresses06/27/20134
F CU*BASE and the FFIEC Supplement02/03/201417
F Fee Options with CU*BASE02/03/201413
F FIDM Configuration Files (for Self Processors)
4 files in a Zip archive
02/17/20060
FUpdated  File Transfers: Downloading Data from iSeries to PC12/03/201417
FUpdated  Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions12/03/201411
F FSCC Aquirer Teller Training02/03/201428
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 Database02/05/201413
G Gender Generator Brochure02/03/20144
G General Ledger Balancing Tools02/03/201420
G How to Install CU*BASE GOLD05/24/201122
GUpdated  Importing Transaction Files to the General Ledger12/03/201412
H Health Savings Accounts (HSAs)02/03/201427
H Household & Member Statistics02/03/201433
IUpdated  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.
12/16/20145
I Importing a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database11/07/201416
I Instant Card Issue06/05/201419
I IRA Processing02/03/201437
IUpdated  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.
12/16/20143
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.
02/03/201476
L Big-Picture Planning for Your Loan Configurations02/03/201414
L Configuring Tools for Your Loan Team06/12/201349
L Laser Checks Brochure03/27/20144
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 Lender VP Forms06/13/20144
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 Available0
M CU*BASE Management Dashboards brochure02/03/20148
M Marketing Campaigns with Member Connect10/13/201425
M Marketing Clubs: Configuration, Benefits and Enrollment02/03/201449
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 Banking02/03/201437
M Mobile Web Banking10/17/201428
M Month-End Processing Verifications10/20/201415
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 Loans02/03/201421
NUpdated  Member Notices: Configuring and Printing CU-Defined Notices and e-Notices11/21/201459
N NCUA Share Insurance02/03/201419
N Non-Member Teller Services02/03/201417
O Downloading OFAC File Lists for the CU*BASE Data Match System
For Self-Processing Credit Unions
08/11/201415
O OFAC Configuration Files (for Self Processors)
6 files in a Zip archive
07/09/20140
O Online Banking documentation
Refer to the It's Me 247 Documentation Page
Not Available0
O Opt In/Opt Out (Reg E) - Managing Your Offering02/03/201441
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*BASE11/07/201457
O Using the CU*BASE Data Match System for OFAC Compliance10/17/201418
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 Servicing02/03/2014100
P Participation Lending: FHLB Secondary Market Loan Servicing02/03/201496
P Participation Lending: Freddie Mac Secondary Market Loan Servicing02/03/201499
P Participation Lending: Standard 365 Loans and Other Loans02/03/201476
P PDF Exports02/06/20142
PUpdated  PIB: Configuration/User Guide11/21/201478
P PIB Rollout Strategies02/03/201412
P Privacy Controls10/13/201416
P Promise Deposits - Electronic Check Deposits via It's Me 247 Online Banking10/17/201432
P Using a Wireless Signature Pad with ProDOC03/11/20109
Q Qualified Dividends09/08/201420
Q QualiFile (ChexSystems) Risk Assessment Scans
View the Special Interest Page for more info.
02/10/20142
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 Offering02/03/201441
RUpdated  Posting Your Remote Deposits to CU*BASE12/03/201418
R Reissuing Cards02/03/201418
R Report Builder 02/03/20144
SUpdated  Member Selected Printed Statement Styles12/03/201427
S Periodic Mortgage Statements10/17/201411
S Sales Tracker02/03/201435
S See/Jump Controls08/12/201412
S Selective Marketing through Printed Statements02/14/201424
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
SUpdated  Skip Pay for Consumer Loans12/03/201439
S Smart Messaging02/03/201412
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
02/03/20146
S Statement Onsert Brochure02/03/20144
S Statement Printing & Mailing Instructions02/03/20149
S Tracking Savings Bond Redemption Activity with CU*BASE02/03/20147
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
TUpdated  Tiered Service Levels - Implementation Guide11/24/2014105
T Top 10 Software Enhancements of 201201/10/20134
T Using TCDs: Quick Reference09/08/20141
T Using Teller Cash Dispensers (TCDs) with CU*BASE: Configuration Guide01/08/20138
T Using Teller Cash Dispensers (TCDs) with CU*BASE User Guide09/08/201446
T Using Teller Cash Recyclers (TCRs) with CU*BASE09/08/201449
V Variable Rate Loan Products05/07/201451
W New CU*BASE Workstation Configuration Request01/20/20121
W Wire Transfers in CU*BASE02/03/201418
Y Tax Forms Handling Instructions - Self Processing10/20/20142
Y Year-End Verification Checklist - Self Processing10/20/20141
YUpdated  Year End Processing Guide - Online11/25/201458
YUpdated  Year End Processing Guide - Self Processing11/25/201479
Z Creating Zero-Dollar Transactions in CU*BASE
Leaving Messages for Members via Account Transaction History
02/03/20146
Updated
December 4, 2014

Reminder: December Tricks of the Trade Webinar

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Don’t forget to log into the Tricks of the Trade webinar this afternoon! The December Tricks of the Trade webinar will be held from 3:30-4 PM ET today! Simply click here a few minutes before the webinar starts and enter this password: tricks. During this interactive and engaging webinar,… Read more »

October CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out the October 2014 edition of the CU*BASE Monthly Monitor Recap, which outlines programming changes implemented during the month of October. The CU*BASE Monthly Monitor Recap is designed to keep you informed on an ongoing basis of feature improvements, vendor enhancements, and… Read more »

NEW Show Me the Steps Instructions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Check Out These New Instructions in Show Me the Steps! Add Helpful Links to Online Banking Calculate Dividend/Interest Amount Change Loan Category Configure Workflow for Opening Accounts Determine Interest Applied with Individual Loan Payment Print Miscellaneous Member Account Form Reverse Loan Payment View Online/Mobile/Text/ARU Banking Statistics View Status of… Read more »

October Top Ten AnswerBook Questions

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: It’s easier to find the right answer once you’ve found the right question. And you’re doing a great job of finding the right questions! October is National Cyber Security Awareness Month! So for our OCTOBER TOP TEN, we are featuring security-related AnswerBook questions! We are thinking of activating the… Read more »

14.3 Release Arriving Soon

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS AND SITE-FOUR PARTNERS: Another CU*BASE release is coming! Mark your calendar for the date listed below! Online credit unions: November 9 Site-Four partners: November 9 Self-processing credit unions: November 10/11 Release Documents 14.3 Release Summary 14.3 Menu Changes (revised) 14.3 File Changes Release Training Attend release training for an… Read more »

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 »