Change to Year-end Deadlines

We just received an updated transmission deadlines schedule from CMG for tax reporting, and therefore some of the deadline dates shown in your Year-end Processing Guide are being changed: The January 8 deadline for final verification of IRA balance file and tax file data has been changed to January 6 The January 11 deadline for… Read more »

Dec 7, 2009

CU*SPY Reports and Statements: Updated Timeline

Just a quick update on the progress of this project since the original announcement you received in October… Our teams are continuing to make excellent progress on the transition to the new CU*SPY, powered by eDOC Innovations tools. We have adjusted the rollout timeline somewhat, with client beta-testing to begin at the end of January.  Check… Read more »

Dec 3, 2009

Year-End Processing Guides – CD-ROM Pricing

Just a quick note about ordering Tax Forms and Reports on CD-ROM as explained in the Year-End Processing Guides you recently received. Some of you have called requesting pricing for these CDs. Normal CD-ROM charges will apply: single copy $10.00 per CD plus $0.01 per page/form additional CD copies $10.00 per CD To order: Online… Read more »

Nov 25, 2009

Waived Installation Fee for first 10 Portals

Friday, WESCO Net announced a special deal for the first 10 clients to sign up to beta test a hosted Talent Source Portal.  If you are one of the first 10 clients to sign up, we’ll waive the $1500 installation fee. The Talent Source Portal is CU*Answers’ own special version of the award winning Passageways… Read more »

Nov 23, 2009

CU*BASE Release 9.5 Coming

CU*BASE Release 9.5 has been scheduled for Sunday, December 6, 2009, for online clients. Our partners will receive this release on Sunday, December 13. Self processors will receive this release, along with release 9.4, on December 14-15, 2009. Open the Release Summary.

Nov 20, 2009

CEO Strategies Materials Have Been Posted

If your credit union’s CEO was unable to attend last week’s CEO Strategies conference, check out the web page that contains the presentations and all of the materials that were distributed during the week’s events. Over the next couple of  weeks we will be compiling notes from all of the table “scribes” that assisted at… Read more »

Nov 20, 2009

Important Escrow Processing Alert

An enhancement was recently made to CU*BASE Escrow Processing. If you make a change to the amount when disbursing to an payee, the system will automatically update the escrow disbursement record with the new amount, so that it will be ready for the next disbursement. Both the Total and Monthly Due fields in the record… Read more »

Nov 13, 2009

Xtend Invites You to a Web Conference

Kick it Up a Notch with Xtend & Member Reach! You are invited to attend a web conference on Wednesday, November 18, from 11:00 a.m. to 12:00 p.m. ET. In this one-hour event learn how your credit union can strengthen your member relationships through Member Reach, e-info, Online Banking and CU*OverDrive. Even more exciting, find… Read more »

Nov 6, 2009


We have completed our annual ACH audit in compliance with the NACHA Operating Rules. Please retain this document as notice that CU*Answers has complied with the ACH Annual Self-Audit Requirements. Read the 2009 Report Document.

Nov 4, 2009

Reducing Risk For Your Online Credit Card Portfolio

Sent to CUs using FIS for Online Credit Card Processing – As the Gividends team dives into the world of ATM, Debit and Credit Card support we occasionally come across details that we feel are important to share with our credit unions. We recently worked with a credit union to better understand their configurations at… Read more »

Nov 3, 2009