The 2021 Year-End Kickoff is Here!

The 2021 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!

2021 Year-End Processing for Online Credit Unions

2021 Year-End Processing for Self-Processing Credit Unions

Don’t Delay!

Your first year-end deadline is Friday, November 12

Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 12, 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.

Wednesday, November 3

3:00 PM – 4:30 PM ET

Tuesday, November 16

9:30 AM – 11:00 AM ET

Wednesday, December 8

3:00 PM – 4:30 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 2021 a successful team effort!

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

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 »

Nov 8, 2021

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 2021 edition of the Owner’s View Monthly Recap! October 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 »

Nov 2, 2021

The 2021 Year-End Kickoff is Here!

The 2021 Year-End Kickoff is Here!

The 2021 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! 2021 Year-End Processing for Online Credit Unions 2021 Year-End Processing for Self-Processing Credit Unions Don’t Delay! Your first year-end… Read more »

Oct 27, 2021

[The Pulse] HA Rollover Results Now Available

[The Pulse] HA Rollover Results Now Available

HA Rollover Results Now Available HA Rollover: September 12 – 26 Now available for your review is a summary of the recent CU*Answers HA (high availability) rollover event performed September 12th to 26th for the CU*BASE core processing environment.  In this report, you will find details about the exercise, including challenges observed, lessons learned, and… Read more »

Oct 15, 2021

Check Out the CU*BASE 21.10 Release Resource Companion

Check Out the CU*BASE 21.10 Release Resource Companion

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 21.10 Release Resource Companion – inside you will find key items related to the 21.10 Release including: A new overview video for Loan Disbursement Instructions…. Read more »

Oct 11, 2021

September Owner’s View Monthly Recap

September 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 September 2021 edition of the Owner’s View Monthly Recap! September 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 »

Oct 5, 2021

Reminder: HA Rollback This Weekend

Reminder: HA Rollback This Weekend

This is a reminder of the high-availability rollback event that will be occurring this weekend.  The rollback process will begin Sunday, September 26th at 3:00 AM ET. During this time, there will be a period of approximately 60 to 90 minutes that will include an interruption to the following services: CU*BASE/GOLD, CU*Talk audio response and… Read more »

Sep 24, 2021