AnswerBook

ab-logoThis comprehensive Q&A database, or “knowledge base,” is part of our effort to make sure that every credit union employee has direct access to the information they need to serve your members. Not only can you scan multiple categories for the most commonly-asked and answered questions, you can also submit your own questions to be answered by a CU*Answers expert.

The AnswerBook already contains over a hundred of your most commonly-asked questions, and the knowledge in this database will grow and change on a daily basis. Client Service Reps also enter all of your questions into the AnswerBook as they work with you over the phone.

Read about how to use the AnswerBook

Learn more about the Win the Lottery Program.
 

View the AnswerBook

 

Top AnswerBook Questions

Take a look at our featured AnswerBook questions for each month!

2018

 

June

May

April

March

February

January

2017

December

Updated
May 14, 2018

Reminder: December Year-End Deadlines

Reminder: December Year-End Deadlines

December Deadlines Don’t forget to complete your December year-end tasks! Review the Year-End Processing Guide For Online Credit Unions For Self-Processing Credit Unions Don’t forget – credit unions offering 1042-S tax forms for their members must complete additional tasks before December 31. Review the Producing 1042-S Tax Forms guide for more information.

Dec 5, 2018

November CU*BASE Monthly Monitor Recap

November CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2018 edition of the CU*BASE Monthly Monitor Recap! November 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software… Read more »

Dec 5, 2018

October CU*BASE Monthly Monitor Recap

October CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2018 edition of the CU*BASE Monthly Monitor Recap! October 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Nov 8, 2018

Year-End Deadlines Approaching!

Year-End Deadlines Approaching!

Make sure to complete your November year-end tasks! No Later Than Monday, November 5 Online Credit Unions Confirm year-end instructions by accessing and completing Tool #916 Update Tax Form Handling Instructions Self-Processing Credit Unions Confirm tax form archival instructions by completing the Tax Forms Archival Instructions form Check on the other November deadlines and more in the… Read more »

Nov 2, 2018