2019 Year-End Kickoff – Register for Year-End Training!

It’s Time to Start Your 2019 Year-End Tasks

The 2019 Year-End Processing Guides are now available online!  See the links below to review the guides and meet the deadlines.  Printed copies of the year-end guides will be delivered to your credit union in the coming weeks.

2019 Year-End Processing for Online Credit Unions

2019 Year-End Processing for Self-Processing Credit Unions

 

Remember, your first task is due no later than Friday, November 8!

Update your Tax Form Handling Instructions (Tool #916) before November 8, and as always, ensure you’re on track with your Month End Processing Tasks.

Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions form.

 

Year-End Training Information

This year, CU*Answers will offer two sessions of training, combined for both Online and Self-Processing clients. Approximately 15 minutes at the end of each training will be dedicated to solely self-processor year-end tasks.

Wednesday, November 20

2:30 PM – 4:00 PM ET

Tuesday, December 3

2:30 PM – 4:00 PM ET

Register Here

 

Don’t forget: the Client Services and Education team is available from 7:30 AM ET – Midnight, to assist your credit union with any questions you might have.

Reminder: Time Tested and Trusted Tips for a Smooth Year-End

  • Select a coordinator to assign tasks and ensure they are complete.
  • Review the guide carefully, including any post-publication updates.
  • Review deadlines in advance to avoid missing a task and incurring a fee.
  • Have all year-end staff attend year-end training.
  • Pay special attention to year-end emails as requirements may change.
  • Ask questions! Our teams are here and ready to assist.