The 2020 Year-End Kickoff is Here!

The 2020 Year-End Processing Guides are now available online in the reference library.  Printed copies of the year-end guides will be delivered to your credit union in the coming weeks. Use the links below to review!

2020 Year-End Processing for Online Credit Unions

2020 Year-End Processing for Self-Processing Credit Unions

Don’t Delay!

Your first year-end deadline is Monday, November 9

Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 9, and keep 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.

Note that after the deadline, the instruction screen will lock and you will need to contact the Client Services and Education team for assistance. As a reminder, failure to complete year-end processing tasks prior to the assigned deadline may cause your credit union to incur a fee. You may be contacted by a member of our teams to ensure that you will not have trouble meeting the deadline.

Year-End Training Information

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

Thursday, November 12

2:30 PM – 4:00 PM ET

Tuesday, November 17

2:30 PM – 4:00 PM ET

Wednesday, December 9

2:30 PM – 4:00 PM ET

 Register Here

Our Advice 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.

We look forward to making year-end 2020 a successful team effort!

The Next HA Rollover is Coming February 6th – We Need You to Perform a Connectivity Test!

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Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center to our high-availability (HA) data center.  The next HA rollover is scheduled for Sunday, February 6th. This rollover will enable support teams to perform planned network maintenance at the primary production data center without disrupting core processing.  The rollover… Read more »

Jan 14, 2022

Did You Update Your Automated Queries After the Release?

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Dec 31, 2021

December Owner’s View Monthly Recap

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ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2021 edition of the Owner’s View Monthly Recap! December 2021 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 3, 2022

November Owner’s View Monthly Recap

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Dec 2, 2021

CU*BASE Release 21.12 is Arriving Soon!

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Nov 29, 2021

Did You Update Your Automated Queries After the Release?

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Don’t forget: the 21.10 Release of CU*BASE was implemented on October 3rd.  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 »

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