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.

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Letter Updated Title Publication Date Pages
A Abnormal Activity Monitoring10/16/201532
A Account-to-Account (A2A) Transfers09/09/201546
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
A Automated Funds Transfer/Check Funds Transfer10/13/201430
A Automated Non-Returns10/16/201548
A Automated Reports and Queries10/16/201522
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 Tools07/30/20154
B Bank Secrecy Act Monitoring Tools12/18/201437
B Budgeting with CU*BASE
WORKING DRAFT: Contains software changes coming in the 15.2 release as well as a sneak peek at modeling tools coming in December 2015.
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 booklet10/16/201553
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)
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 Acquirer10/16/201535
C CPI Force-Placed Insurance02/03/201413
C Credit Cards: Configuration Guide07/30/201570
C Credit Cards: User Guide07/30/2015127
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.
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.
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.
C How to Tracker from Cross Sales07/30/20155
C Online Credit Bureau Access: 247 Lender Setup Form08/07/20061
CUpdated  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
CUpdated  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 Certificates02/03/201411
D CU*BASE Leadership Dashboards08/04/20155
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 Up08/04/201514
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 Brochure and Comparison
Refer to 'I' for 'It's Me 247' bill pay materials
Not Available
E EasyPay powered by Fiserv Product Overview and User Guide10/16/201554
E EasyPay powered by iPay Product Overview and User Guide10/16/201543
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
E Wrong Email Addresses - Automated Management of Wrong Email Addresses06/27/20134
F COOP Shared Branching: CUSC/FSCC Acquirer10/16/201535
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
F File Transfers: Downloading Data from iSeries to PC10/16/201522
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.
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 Processing04/24/201539
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.
I It's My Biz 247 Business Banking04/16/201570
I It's My Biz 247 Permissions Form04/16/20153
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
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.
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)
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 Enrollment02/03/201449
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)
M Mobile Text Banking08/17/201537
M Mobile Web Banking10/16/201543
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
OUpdated  Downloading OFAC File Lists for the CU*BASE Data Match System
For Self-Processing Credit Unions
O OFAC Configuration Files (for Self Processors)
4 files in a Zip archive
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*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 Dividends08/31/201528
Q QualiFile (ChexSystems) Risk Assessment Scans
View the Special Interest Page for more info.
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
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 Statements10/16/201518
S Sales Tracker04/16/201535
S See/Jump Controls08/12/201412
S Selective Marketing through Printed Statements04/16/201524
S Selling Products Online08/18/201540
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 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
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*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
T Thermal Receipts09/01/20054
T Thermal Receipts Data Masking Option09/23/20052
T Tiered Service Levels - Implementation Guide10/16/201593
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 Lutzwolf02/20/201549
T Using Teller Cash Recyclers (TCRs) with CU*BASE – Integrated without Middleware03/20/20159
V Variable Rate Loan Products05/07/201451
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 Tools08/05/201536
Y Tax Forms Handling Instructions - Self Processing10/15/20152
Y Year-End Verification Checklist - Self Processing10/15/20151
Y Year End Processing Guide - Online10/27/201558
Y Year End Processing Guide - Self Processing10/27/201579
Z Creating Zero-Dollar Transactions in CU*BASE
Leaving Messages for Members via Account Transaction History
October 26, 2015

Do You Use Report Builder? We Need Your Help!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Ideas Wanted! With the 15.2 Release, MNQURY #2 has officially transitioned to the  Database Search Assistant! With this change, you may have noticed some new lingo, like TABLE instead of FILE or COLUMN instead of FIELD. While both Table/File and Column/Field refer to the same mechanism, this terminology reflects… Read more »

November/December Year-End Deadlines

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: As a reminder, here are the year end processing deadlines for November and December. Year-End Deadlines in November/December for Online Credit Unions   November 25 Statement inserts are due at Sage Direct (if you use Sage for statements). Anytime in November Perform monthly IRA and HSA verification of balance… Read more »

November 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, November 17, from 3:30-4:00 PM ET, the interactive and engaging October Tricks of the Trade webinar will give you an in-depth look at a continuation of the documentation related to the exciting updates and enhancements in… Read more »

2015 Year-End Processing Guide Information

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Data processing coordinators Accounting managers IRA/HSA coordinators Soon, your credit union will receive the 2015 Year-End Processing Guide, which provides critical information about your credit union’s responsibilities for year-end and tax-reporting season. If by Monday, you do not receive the guide addressed to your data processing coordinator, or if… Read more »

October’s AnswerBook Question That Rocks!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Mining the AnswerBook Knowledge Base can turn up some real gems! Check out this month’s question that ROCKS! Select the link below to read more about October’s featured AnswerBook question. I see that my member’s loan account is in the credit bureau reporting file but it isn’t reflected on the individual’s credit report. What types… Read more »

Reminder: October Tricks of the Trade Webinar Today

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

Remember This? Skip-a-Payment Programs for Member Loans!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: There are so many cool features in CU*BASE. We’d like to remind you of one! Skip-a-Payment Program Configurable by selecting Skip-a-Payment Config on the Loan Products menu (MNCNFB) What can I do with this option? Configure programs, such as a Holiday program or hardship exclusion, to give members the privilege… Read more »