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:

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Letter Updated Title Publication Date
AUpdatedA2A (Account-to-Account) Transfers User Guide03/01/2024
AUpdatedA2A Features Overview Brochure03/01/2024
AAIRES File Request & Authorization Form
Use this if you want help creating your AIRES files and sending them to your CEO or examiner.
12/09/2022
AUpdatedAIRES and CU*BASE03/05/2024
AALM Downloads06/13/2023
AATM Surcharge and Service Charge Rebates07/10/2020
AATM/Debit User Guide10/01/2021
AAbnormal Activity Monitoring - Member Group03/31/2022
AAbnormal Activity Monitoring - Transaction Patterns03/31/2022
AAccrual Verification Handbook03/17/2017
AAdjusting for 90 Day Delinquency03/17/2017
AAllied IQQ Integration Reference Guide04/26/2020
AArchview Help01/24/2020
AAsset Verification Service Agreement - Wisconsin03/17/2017
AAssociated Applications03/01/2019
AAsterisk Intelligence: Data Warehouses03/29/2019
AAudit Tracker03/17/2017
AAuditing Employee Access to CU*BASE Tools / Data Center Employee Security03/17/2017
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
02/26/2024
AAutomated Funds Transfer (AFT) & Check Funds Transfer (CFT)05/13/2022
AAutomated Non-Returns (ANR)12/12/2023
AAutomated Reports and Queries11/16/2023
AAvailable ACH Transaction Options with CU*Answers10/06/2023
AConfiguring Tools for Accounts Payable10/26/2023
APosting and Settling Prior Date ACH Transactions04/05/2021
AUsing the Answer Book02/04/2021
BBalancing Act of Managing Your Cash Inventory03/17/2017
BBalancing Made Easy09/01/2023
BBank Secrecy Act (BSA) Monitoring Tools10/06/2023
BBankruptcy Tools02/20/2019
BBiz Watch for ACH12/12/2022
BBizLink247 Business Online Banking Guide12/04/2023
BBizLink247 User Permissions Form11/15/2022
BBudgeting with CU*BASE02/19/2024
BBump Rate Certificates01/05/2022
BNew Branch Form05/21/2019
BOnline Ballots10/29/2021
BUsing the Member Branch Reassignment Tool01/16/2024
C5300 Call Report Brochure01/30/2023
C5300 Call Report Upload Steps10/13/2020
C5300 Call Report and CU*BASE Tools03/31/2023
CCASS Certification Procedures10/18/2019
CUpdatedCLR Path Decision Advisor03/27/2024
CCOOP Shared Branching at the Teller Line10/26/2023
CCPI Force-Placed Insurance12/09/2023
CCTR Automated Uploads to FINCEN01/18/2018
CCU*BASE Calculations for Insurance and Debt Protection03/17/2017
CCU*BASE Customer Master Database Information (for Online Clients)09/05/2018
CCU*BASE Daily Reports
Looking for "My Favorite CU*BASE Daily Reports"? This is the book!
08/15/2023
CCU*BASE and Compromised Cards07/14/2020
CCU*CD User Guide: Viewing Reports and Statements on CD-ROM03/17/2017
CCU*Forms10/06/2023
CCU*SPY E-Statements and Online Reports02/23/2022
CCU*TALK Audio Response: Introductory/Startup Guide12/09/2022
CCU*TALK Change Request: Configuration09/08/2022
CCU*TALK Change Request: Rate Messages03/17/2017
CCU*TALK and It's Me 247 New Client Setup Form09/08/2022
CCU*Talk Security10/31/2022
CCard Activity Rebates (CAR)07/12/2018
CCard Controls User Guide07/25/2023
CCertificate Forms10/06/2021
CCertificate Variable Rates03/17/2017
CCharge Off Savings/Checking Accounts07/28/2023
CCheck Ordering11/30/2022
CClub Account Processing03/04/2022
CCollateral: Tools for Tracking Property Securing Loans10/19/2018
CCommunication with Members01/17/2023
CConcentration Risk Analysis03/17/2017
CConfiguring Tools for Accounts Payable10/26/2023
CConfiguring Tools for Collections08/17/2020
CConverting Checking Accounts11/30/2020
CCredit Card Promotions Guide05/28/2021
CCredit Cards: Configuration Guide03/17/2017
CCredit Cards: User Guide11/15/2022
CCredit Scores in Online Banking 10/06/2023
CCross-Selling and Next Suggested Product03/17/2017
CHow Check Holds Work05/05/2023
CHow to Tracker from Cross Sales03/17/2017
COnline Credit Bureau Access and FUEL (1) Introductory and Startup Guide (FUEL)08/10/2023
COnline Credit Bureau Access and FUEL (2) Configuring FUEL and the Approval Matrix05/05/2023
COnline Credit Bureau Access and FUEL (3) User Guide 10/06/2023
COnline Credit Bureau Access: Setup Form02/01/2022
CPrincipal Distribution Certificates03/17/2017
DATM/Debit User Guide10/01/2021
DAsterisk Intelligence: Data Warehouses03/29/2019
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
02/26/2024
DCU*BASE Leadership Dashboards10/19/2018
DCU*BASE Management Dashboards03/17/2017
DData Archival Options Form03/17/2017
DDebit Card Round Up12/12/2022
DDefense DB: Database Encryption for Self-Processors
Introductory flyer, for our Self Processing Credit Union Partners
12/18/2019
DDefense MD: Encrypted Tape Backups for Self Processors
User Guide
03/19/2017
DDefense MD: Encrypted Tape Backups for Self-Processors
Introductory flyer, for our Self Processing Credit Union Partners
12/18/2019
DDeposit Secured Loans
Looking for CD/Share Secured Loans? This is what you need!
06/27/2023
DDividend Donations: Starting a Program for Your Members03/17/2017
DDormancy and Escheat Monitoring10/26/2023
DDownloading Financial Statements to Excel11/01/2023
DImporting Transaction Files and Posting Them Via Direct Mail07/08/2019
DMember Service Denial Notices03/17/2017
DSelf-directed Data Floods 10/26/2023
EE-Alerts10/06/2023
EEffective Dating for Member Transactions03/01/2019
EEmployee Security Audit03/17/2021
EEnterprise Risk Management (ERM) Tools01/04/2024
EEscrow Processing with CU*BASE02/21/2024
EGetting Started with E-Statements01/17/2023
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
Ee-Documents: Electronic Documents Strategies and Solutions
Ee-Documents: Electronic Photo ID Capture User Guide03/17/2017
Ee-Documents: Electronic Receipts User Guide03/17/2017
Ee-Documents: Quick Reference Guide03/17/2017
FCU*BASE and the FFIEC Supplement08/06/2018
FFIDM Configuration Files for Self-Processors
These are files within a Zip archive
11/08/2019
FFee Options with CU*BASE03/17/2017
FFile Transfers: Downloading Data from iSeries to PC07/16/2020
FFinancial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions08/26/2020
FFlex Loans11/07/2023
FFraud Block Lists - Supplemental Guide10/06/2021
FFrost VisualGAP Integration 08/08/2019
FHow to Work with Member Follow-ups05/19/2017
FMember Self Service Fees03/17/2017
FUpdatedRunning a FinCEN 314(a) Scan Against Your CU*BASE Database03/06/2024
FSelf-directed Data Floods 10/26/2023
GGeneral Ledger Balancing Tools03/17/2017
GHow to Install CU*BASE GOLD03/17/2017
GImporting Transaction Files to the General Ledger07/08/2019
HHealth Savings Accounts (HSAs)10/18/2019
HHousehold & Member Statistics12/07/2017
HHow File Uploads Work12/09/2022
ICU*Answers Item Processing Manual03/17/2017
ICU*TALK and It's Me 247 New Client Setup Form09/08/2022
II-Plan
A Comprehensive Support Plan for our Self Processing Credit Union Partners
12/18/2019
IIRA Processing11/07/2023
IImporting a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database07/08/2019
IIndirect Lending: Ready to Book
Ready to Book LOS Integration: Third-party Loan Origination
03/04/2019
IIndirect Lending: Ready to Look 01/17/2023
IInstant Card Issue03/17/2017
IInstant Deposits11/19/2021
IIntegration Manager User Guide08/07/2020
IInterest Payment Only Loans (CU*BASE Mortgage Products)05/13/2022
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide01/05/2022
IIt's Me 247 Bill Pay (Paymentus) Product Overview and User Guide10/06/2023
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide01/05/2022
IIt's Me 247 Bill Pay Feature Comparison01/28/2022
IIt's Me 247 Configuration Change Request Form10/04/2021
IIt's Me 247 P2P User Guide 01/16/2024
KKnowing Your Members: CU*BASE Relationship Management Tools11/30/2022
LBig-Picture Planning for Your Loan Configurations04/04/2022
LConfiguring Tools for Your Loan Team01/30/2024
LLaser Printing with CU*BASE12/26/2023
LLease Loan Tools03/17/2017
LLeaving Special Messages for Online Banking and Audio Response09/07/2021
LLoan Interest Calculation: "360/365 Daily Interest"03/17/2017
LLoan Participation Settlement Procedures06/10/2019
LLoan Statement Notices10/06/2023
LOpenLending Loans10/01/2021
MCU*BASE Management Dashboards03/17/2017
MInterest Payment Only Loans (CU*BASE Mortgage Products)05/13/2022
MMACO: Multi-Authentication Convenience Options 12/21/2023
MMAP: Applying for a Membership Online03/02/2023
MMLA Workflow and Procedures03/17/2017
MMOP: Demystifying Compliance and Risk Management06/22/2023
MMOP: Opening a Membership Online03/06/2023
MMarketing Campaigns with Member Connect01/17/2023
MMarketing Clubs: Configuration, Benefits, and Enrollment10/06/2023
MMember Demographics12/08/2017
MMiscellaneous Advances03/17/2017
MMiscellaneous Member Account Forms11/08/2020
MMobile App Card Controls 07/28/2023
MMobile Text Banking10/07/2022
MMonth-End Processing Verifications11/02/2023
MMortgage Products: 360-Day Interest Calculation01/17/2023
MMortgage Products: Data Capture for Mortgage Closing Forms03/17/2017
MMy Favorite CU*BASE Daily Reports
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
NImplementing Your Credit Union's Name Change11/12/2020
NMember Notices: Configuring and Printing CU-Defined Notices and e-Notices10/06/2023
NNCUA Share Insurance04/26/2020
NNative Receipts01/11/2024
NNetwork Community Controls05/23/2022
NNon-Member Teller Services05/12/2021
O1Click Offers01/25/2024
ODownloading OFAC File Lists for the CU*BASE Data Match System08/08/2019
OOFAC Configuration Files for Self-Processors
These are files within a .zip archive.
08/07/2019
OOpenLending Loans10/01/2021
OOpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
OOutstanding Loan Recap - Managing your Concentration Risk03/17/2017
OStatement Onsert Brochure05/26/2022
OTracking "Off Trial Balance" (OTB) Products with CU*BASE02/08/2024
OUsing the CU*BASE Data Match System for OFAC Compliance05/10/2023
OView Online Banking Documentation
PHow To Install ProDoc (CU*Answers ASP)03/17/2017
PLoan Participation Settlement Procedures06/10/2019
PNew CU*BASE Printer Configuration Request03/17/2017
PPIB Rollout Strategies12/09/2021
PPIB: Configuration/User Guide12/29/2021
PPackaging Loans for Sale: Managing your Concentration Risk05/02/2023
PParticipation Lending Brochure04/25/2023
PParticipation Lending: FHLB Secondary Market Loan Servicing04/27/2023
PParticipation Lending: Fannie Mae Secondary Market Loan Servicing04/27/2023
PParticipation Lending: Freddie Mac Secondary Market Loan Servicing12/09/2023
PParticipation Lending: Standard 365 Loans and Other Loans09/27/2023
PPayment Reversals/Adjustments02/28/2020
PPositive Pay10/06/2023
PPrivacy Controls12/27/2019
PPrivate Contacts11/19/2021
PPurchasing Prepaid Debit Cards06/13/2023
QQualiFile (ChexSystems) Risk Assessment Scans10/09/2023
QQualified Dividends01/30/2024
QQuicken/QuickBooks Downloads 12/04/2023
QQuicken/QuickBooks Downloads from Online Banking - Signup Form12/19/2023
RDownloading Data from CU*BASE to Raddon03/17/2017
RMy Favorite CU*BASE Daily Reports
ROpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
RPosting Remote Deposits (RDC) to CU*BASE07/24/2023
RRTP FAQ11/30/2023
RReissuing Cards11/12/2020
RRemote Deposit Capture (RDC)01/16/2024
RReport Builder03/17/2017
RResource Guide: Teller Best Practices08/05/2022
SMember Elected Loan Skip-a-Payment07/14/2023
SMember Selected Printed Statement Styles11/24/2021
SPeriodic Mortgage Statements11/29/2022
SSales Tracker02/01/2019
SSee/Jump Controls06/27/2023
SSelective Marketing through Printed Statements10/07/2022
SSelling Products Online05/05/2023
SShare Bonus Dividend/Loan Interest Rebate Programs02/03/2020
SShare Dividend Payment Options10/18/2019
SSkip-a-Payment for Online Credit Cards10/01/2021
SStand-In Processing04/04/2019
SStandards for Social Security Numbers (SSN) in CU*BASE03/17/2017
SStandards for Social Security Numbers (SSN) in New Client Conversions03/17/2017
SStatement Insert Packaging & Labeling Instructions03/17/2017
SStatement Insert Requirements03/17/2017
SStatement Mail Groups03/17/2017
SStatement Onsert Brochure03/17/2017
SStatement Printing & Mailing Instructions11/16/2023
SStatement Processing & Verification Tasks
For CU*BASE Data Centers and Self-Processing Credit Union Partners
12/18/2019
SSunday Processing Request Form03/17/2017
STracking Savings Bond Redemption Activity with CU*BASE03/17/2017
SUsing the CU*BASE Member Survey10/26/2023
THow To Install Epson Thermal Printers (Carswell)03/17/2017
THow To Install Epson Thermal Printers (TM-T88IV USB)03/17/2017
TMobile Text Banking10/07/2022
TSetting up and Maintaining a Training Library
For our Self Processing Credit Union Partners
06/01/2022
TTILA-RESPA Integrated Disclosures (TRID)03/17/2017
TTeller & Cash Activity Analysis Tools12/07/2017
TTeller Transaction Monitoring03/17/2017
TTiered Service Levels - Implementation Guide06/21/2022
TTruStage Protection Advisor Integration 10/26/2023
TUsing TCDs/TCRs with CU*BASE10/18/2019
VVariable Rate Loan Products02/26/2024
VVault Manager03/17/2017
WNew CU*BASE Workstation Configuration Request03/17/2017
WWire Transfers in CU*BASE11/12/2020
WWrite-Off/Charge-Off Tools02/26/2024
XXtend Shared Branching12/09/2022
YYear-End Processing Guide Supplement: 1042-S Tax Forms11/02/2023
YYear-End Processing Guide: Online Credit Unions01/26/2023
YYear-End Processing Guide: Self-Processing Credit Unions11/02/2023
YYear-End Tax Forms Archival Instructions: Self Processing11/02/2023
ZCreating Zero-Dollar Transactions in CU*BASE03/17/2017
Updated
August 10, 2023

December Owner’s View Monthly Recap

December Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2022 edition of the Owner’s View Monthly Recap! December 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Jan 4, 2023

Check Out the Release Resource Companion for the 22.10 and 22.12 CU*BASE Releases

Check Out the Release Resource Companion for the 22.10 and 22.12 CU*BASE Releases

The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each.  Follow the link below to review the Release Resource Companion for CU*BASE 22.10 and CU*BASE 22.12 – inside you will find key items related to the 22.10 and 22.12 Releases including: NEW… Read more »

Dec 22, 2022

November Owner’s View Monthly Recap

November Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2022 edition of the Owner’s View Monthly Recap! November 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Dec 16, 2022

CU*BASE Release 22.12 is Arriving Soon!

CU*BASE Release 22.12 is Arriving Soon!

CU*BASE Release 22.12 Online and Site Four Release Date is December 4 Self-Processor Release Date is December 11 Documents 22.12 Release Summary 22.12 Database Changes Summary  Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the user will… Read more »

Dec 16, 2022

Join Us for CU*BASE 22.12 Release Training!

Join Us for CU*BASE 22.12 Release Training!

CU*BASE 22.12 is coming soon – join our upcoming release training session! The 22.12 release of CU*BASE will be arriving on December 4th for Online and Site-Four clients, and on December 11th for Self-Processing credit unions.  CU*Answers will be hosting a training session for the upcoming release. During this Release Training session, Keegan Daniel and… Read more »

Dec 16, 2022

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 22.10 Release of CU*BASE was implemented on October 9th.  Be sure to review database changes before running queries for this month.  Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »

Nov 8, 2022

October Owner’s View Monthly Recap

October Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2022 edition of the Owner’s View Monthly Recap! October 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Nov 2, 2022