CU*BASE Reference

This section lists topical reference booklets, each covering a specific area of the CU*BASE system. In addition to the information that’s in our online help, these documents are another great way to get up to speed on a new CU*BASE tool or application.

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Letter Updated Title Publication Date
AUpdated  Abnormal Activity Monitoring03/17/2017
AUpdated  Account-to-Account (A2A) Transfers03/17/2017
AUpdated  Accrual Verification Handbook03/17/2017
AUpdated  Adjusting for 90 Day Delinquency03/17/2017
AUpdated  ALM Downloads03/17/2017
AUpdated  Asset Verification Service Agreement - Wisconsin03/17/2017
AUpdated  Associated Applications03/17/2017
AUpdated  ATM/Debit User Guide03/17/2017
AUpdated  ATM Surcharge Rebates03/17/2017
AUpdated  Auditing Employee Access to CU*BASE Tools / Data Center Employee Security03/17/2017
AUpdated  Audit Tracker
Track Member Activity Related to Compliance
03/17/2017
AUpdated  Automated Funds Transfer/Check Funds Transfer03/17/2017
AUpdated  Automated Non-Returns03/17/2017
AUpdated  Automated Reports and Queries03/17/2017
AUpdated  Using the Answer Book03/17/2017
AUpdated  Working With AIRES and CU*BASE03/17/2017
BUpdated  Balancing Act of Managing Your Cash Inventory03/17/2017
BUpdated  Balancing Made Easy03/17/2017
BUpdated  Bankruptcy Tools03/17/2017
BUpdated  Bank Secrecy Act Monitoring Tools03/17/2017
BUpdated  Budgeting with CU*BASE03/17/2017
BUpdated  New Branch Form03/17/2017
BUpdated  Online Ballots03/17/2017
BUpdated  Using the Member Branch Reassignment Tool03/17/2017
CUpdated  5300 Call Report and CU*BASE Tools03/17/2017
CUpdated  5300 Call Report Brochure03/17/2017
CUpdated  5300 Call Report Upload Steps03/17/2017
CUpdated  Bump Rate Certificates03/17/2017
CUpdated  CASS Certification Procedures03/17/2017
CUpdated  Certificate Forms03/17/2017
CUpdated  Certificate Variable Rates03/17/2017
CUpdated  Client Support Information
(CSR Help Desk)
03/17/2017
CUpdated  Club Account Processing03/17/2017
CUpdated  Collateral: Tools for Tracking Property Securing Loans03/17/2017
CUpdated  Communication with Members03/17/2017
CUpdated  Concentration Risk Analysis (brochure)03/17/2017
CUpdated  Configuring Tools for Collections03/17/2017
CUpdated  Converting Your Back Office03/17/2017
CUpdated  CPI Force-Placed Insurance03/17/2017
CUpdated  Credit Card Promotions Guide03/17/2017
CUpdated  Credit Cards: Configuration Guide03/17/2017
CUpdated  Credit Cards: User Guide03/17/2017
CUpdated  Credit Scores in Online Banking03/17/2017
CUpdated  Cross-Selling and Next Suggested Product03/17/2017
CUpdated  CTR Automated Uploads to FINCEN03/17/2017
CUpdated  CU*BASE Calculations for Insurance and Debt Protection03/17/2017
CUpdated  CU*CD User Guide: Viewing Reports and Statements on CD-ROM03/17/2017
CUpdated  CU*SPY E-Statements and Online Reports03/17/2017
CUpdated  CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY.
03/17/2017
CUpdated  CU*TALK Audio Response: Introductory/Startup Guide03/17/2017
CUpdated  CU*TALK Change Request: Configuration
For CUs that do NOT use the text-to-speech (TTS) engine.
03/17/2017
CUpdated  CU*TALK Change Request: Rate Messages
For CUs that do NOT use the text-to-speech (TTS) engine.
03/17/2017
CUpdated  How to Tracker from Cross Sales03/17/2017
CUpdated  Online Credit Bureau Access: 247 Lender Setup Form03/17/2017
CUpdated  Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide03/17/2017
CUpdated  Online Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix03/17/2017
CUpdated  Online Credit Bureau Access and 247 Lender (3): User Guide03/17/2017
CUpdated  Online Credit Bureau Access and 247 Lender (4): Understanding the Portfolio Defense SAVANT Credit Scoring Model03/17/2017
CUpdated  Online Credit Bureau Access Setup Form03/17/2017
CUpdated  Principal Distributions Certificates03/17/2017
DUpdated  CU*BASE Leadership Dashboards03/17/2017
DUpdated  CU*BASE Management Dashboards03/17/2017
DUpdated  Data Archival Options Form03/17/2017
DUpdated  Debit Card Round Up03/17/2017
DUpdated  Defense MD: Backup Tape Encryption for Self Processors03/17/2017
DUpdated  Dividend Donations: Starting a Program for Your Members03/17/2017
D Documentation: Tricks of the Trade
Refer to the Documentation Tricks of the Trade page
Not Available
DUpdated  Dormancy and Escheat Monitoring03/17/2017
DUpdated  Downloading Financial Statements to Excel03/17/2017
DUpdated  Importing Transaction Files and Posting Them Via Direct Mail03/17/2017
DUpdated  Member Servce Denial Notices03/17/2017
D My Favorite Dashboards and Reports and CU*SPY Daily Reports
Documentation on many CU*BASE dashboards and reports and the Daily CU*SPY reports.
Not Available
EUpdated  E-Alerts03/17/2017
E e-Documents: Electronic Documents Strategies and Solutions
Refer to the Special Interest Publications Page.
Not Available
EUpdated  e-Documents: Electronic Photo ID Capture User Guide03/17/2017
EUpdated  e-Documents: Electronic Receipts User Guide03/17/2017
EUpdated  e-Documents: idocVault Administrator Guide03/17/2017
EUpdated  e-Documents: Quick Reference Guide03/17/2017
EUpdated  Effective Dating for Member Transactions03/17/2017
EUpdated  Electronic Deposit Holds and "Member in Good Standing "Configuration03/17/2017
EUpdated  Employee Security03/16/2017
EUpdated  Escrow Processing with CU*BASE03/17/2017
EUpdated  eSignatures (CU*Spy)03/17/2017
EUpdated  Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
03/17/2017
EUpdated  Wrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
FUpdated  CU*BASE and the FFIEC Supplement03/17/2017
FUpdated  Fee Options with CU*BASE03/17/2017
FUpdated  FIDM Configuration Files (for Self Processors)
4 files in a Zip archive
03/17/2017
FUpdated  File Transfers: Downloading Data from iSeries to PC03/17/2017
FUpdated  Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions03/17/2017
FUpdated  How to Work with Member Follow-ups03/17/2017
FUpdated  Member Self Service Fees03/17/2017
FUpdated  Running a FinCEN 314(a) Scan Against Your CU*BASE Database03/17/2017
GUpdated  Gender Generator Brochure03/17/2017
GUpdated  General Ledger Balancing Tools03/17/2017
GUpdated  How to Install CU*BASE GOLD03/17/2017
GUpdated  Importing Transaction Files to the General Ledger03/17/2017
HUpdated  Health Savings Accounts (HSAs)03/17/2017
HUpdated  Household & Member Statistics03/17/2017
IUpdated  CU*Answers Item Processing Manual03/17/2017
IUpdated  CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY.
03/17/2017
IUpdated  Importing a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database03/17/2017
IUpdated  Instant Card Issue03/17/2017
IUpdated  IRA Processing03/17/2017
IUpdated  It's Me 247 Bill Pay (Fiserv) (Builder) Product Overview and User Guide03/17/2017
IUpdated  It's Me 247 Bill Pay (iPay) Product Overview and User Guide03/17/2017
IUpdated  It's Me 247 Configuration Change Request Form03/17/2017
IUpdated  It's My Biz 247 Business Banking03/17/2017
IUpdated  It's My Biz 247 Permissions Form03/17/2017
IUpdated  It’s Me 247 Bill Pay (Payveris) Product Overview and User Guide03/17/2017
IUpdated  It’s Me 247 Bill Pay Feature Comparison 03/17/2017
IUpdated  It’s Me 247 Bill Pay powered by Fiserv brochure03/17/2017
IUpdated  It’s Me 247 Bill Pay powered by iPay brochure03/17/2017
IUpdated  It’s Me 247 Risk Assessment: Product Feature Matrix03/17/2017
IUpdated  Mortgage Products: Interest Payment Only Loans03/17/2017
KUpdated  Knowing Your Members: CU*BASE Relationship Management Tools
Note: This is a large file and my take extra time to download.
03/17/2017
LUpdated  Big-Picture Planning for Your Loan Configurations03/17/2017
LUpdated  Configuring Tools for Your Loan Team03/17/2017
LUpdated  Laser Printing with CU*BASE03/17/2017
LUpdated  Lease Loan Tools03/17/2017
LUpdated  Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
03/17/2017
LUpdated  Loan Interest Calculation: "360/365 Daily Interest"03/17/2017
LUpdated  Loan Statement Notices03/17/2017
MUpdated  CU*BASE Management Dashboards03/17/2017
MUpdated  Main Street Check Ordering03/17/2017
MUpdated  MAP/MOP: Applying for a Membership Online03/17/2017
MUpdated  Marketing Campaigns with Member Connect03/17/2017
MUpdated  Marketing Clubs: Configuration, Benefits and Enrollment03/17/2017
MUpdated  Member Demographics03/17/2017
MUpdated  Microfiche Statement Copy Request03/17/2017
MUpdated  Miscellaneous Advances03/17/2017
MUpdated  Miscellaneous Member Account Forms
(Including TIS Disclosures)
03/17/2017
MUpdated  MLA Workflow and Procedures03/17/2017
MUpdated  Mobile Text Banking03/17/2017
MUpdated  Mobile Web Banking03/17/2017
MUpdated  Month-End Processing Verifications03/17/2017
MUpdated  Mortgage Products: 360-Day Interest Calculation03/17/2017
MUpdated  Mortgage Products: Data Capture for Mortgage Closing Forms03/17/2017
MUpdated  Mortgage Products: Interest Payment Only Loans03/17/2017
M View Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
Not Available
NUpdated  Member Notices: Configuring and Printing CU-Defined Notices and e-Notices03/17/2017
NUpdated  NCUA Share Insurance03/17/2017
NUpdated  Non-Member Teller Services03/17/2017
OUpdated  Downloading OFAC File Lists for the CU*BASE Data Match System
For Self-Processing Credit Unions
03/17/2017
OUpdated  OFAC Configuration Files (for Self Processors)
4 files in a Zip archive
03/17/2017
OUpdated  Opt In/Opt Out (Reg E) - Managing Your Offering03/17/2017
OUpdated  Outstanding Loan Recap - Managing your Concentration Risk03/17/2017
OUpdated  Statement Onsert Brochure03/17/2017
OUpdated  Tracking "Off Trial Balance" (OTB) Products with CU*BASE03/17/2017
OUpdated  Using the CU*BASE Data Match System for OFAC Compliance03/17/2017
O View Online Banking Documentation
Refer to the It's Me 247 Documentation Page
Not Available
PUpdated  How To Install ProDoc (CU*Answers ASP)03/17/2017
PUpdated  New CU*BASE Printer Configuration Request03/17/2017
PUpdated  Packaging Loans for Sale - Managing your Concentration Risk03/17/2017
PUpdated  Participation Lending: Fannie Mae Secondary Market Loan Servicing03/17/2017
PUpdated  Participation Lending: FHLB Secondary Market Loan Servicing03/17/2017
PUpdated  Participation Lending: Freddie Mac Secondary Market Loan Servicing03/17/2017
PUpdated  Participation Lending: Standard 365 Loans and Other Loans03/17/2017
PUpdated  PDF Exports03/17/2017
PUpdated  PIB: Configuration/User Guide03/17/2017
PUpdated  PIB Rollout Strategies03/17/2017
PUpdated  Privacy Controls03/17/2017
PUpdated  Promise Deposits - Electronic Check Deposits via It's Me 247 Online Banking03/17/2017
QUpdated  Qualified Dividends03/17/2017
QUpdated  QualiFile (ChexSystems) Risk Assessment Scans
View the Special Interest Page for more info.
03/17/2017
QUpdated  Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing03/17/2017
QUpdated  Quicken/QuickBooks Downloads from Online Banking - Signup Form03/17/2017
RUpdated  Downloading Data from CU*BASE to Raddon03/17/2017
R My Favorite Dashboards and Reports and CU*SPY Daily Reports
Documentation on many CU*BASE dashboards and reports and the Daily CU*SPY reports.
Not Available
RUpdated  Opt In/Opt Out (Reg E) - Managing Your Offering03/17/2017
RUpdated  Posting Your Remote Deposits to CU*BASE03/17/2017
RUpdated  Reissuing Cards03/17/2017
RUpdated  Report Builder 03/17/2017
SUpdated  Member Selected Printed Statement Styles03/17/2017
SUpdated  Periodic Mortgage Statements03/17/2017
SUpdated  Sales Tracker03/17/2017
SUpdated  See/Jump Controls03/17/2017
SUpdated  Selective Marketing through Printed Statements03/17/2017
SUpdated  Selling Products Online03/17/2017
SUpdated  Share Bonus Dividend/Loan Interest Rebate Programs03/17/2017
SUpdated  Share Dividend Payment Options03/17/2017
SUpdated  Skip-a-Pay for Online Credit Cards03/17/2017
SUpdated  Skip Pay for Consumer Loans03/17/2017
SUpdated  Smart Messaging03/17/2017
SUpdated  Stand-In Processing03/17/2017
SUpdated  Standards for Social Security Numbers03/17/2017
SUpdated  Standards for Social Security Numbers in New Client Conversions03/17/2017
SUpdated  Statement Insert Packaging & Labeling Instructions03/17/2017
SUpdated  Statement Insert Requirements03/17/2017
SUpdated  Statement Mail Groups
Archiving Statements Without Printing Them
03/17/2017
SUpdated  Statement Onsert Brochure03/17/2017
SUpdated  Statement Printing & Mailing Instructions03/17/2017
SUpdated  Sunday Processing Request Form03/17/2017
SUpdated  Tracking Savings Bond Redemption Activity with CU*BASE03/17/2017
SUpdated  Using the CU*BASE Member Survey03/17/2017
TUpdated  How To Install Epson Thermal Printers (Carswell) 03/17/2017
TUpdated  How To Install Epson Thermal Printers (TM-T88IV USB) 03/17/2017
TUpdated  Teller & Cash Activity Analysis Tools03/17/2017
TUpdated  Teller Transaction Monitoring
Understanding CU*BASE Teller Analysis Reports
03/17/2017
TUpdated  Tiered Service Levels - Implementation Guide03/17/2017
TUpdated  TILA-RESPA Integrated Disclosures (TRID)03/17/2017
TUpdated  Using TCDs: Quick Reference03/17/2017
TUpdated  Using Teller Cash Dispensers (TCDs) with CU*BASE: Configuration Guide03/17/2017
TUpdated  Using Teller Cash Dispensers (TCDs) with CU*BASE Integrated without Middleware03/17/2017
TUpdated  Using Teller Cash Dispensers (TCDs) with CU*BASE Integration with Legacy and Lutzwolf03/17/2017
TUpdated  Using Teller Cash Recyclers (TCRs) with CU*BASE (Configuration and User Guide) – Integration with Legacy and Lutzwolf03/17/2017
TUpdated  Using Teller Cash Recyclers (TCRs) with CU*BASE – Integrated without Middleware03/17/2017
VUpdated  Variable Rate Loan Products03/17/2017
VUpdated  Vault Manager03/17/2017
WUpdated  New CU*BASE Workstation Configuration Request03/17/2017
WUpdated  Wire Transfers in CU*BASE03/17/2017
WUpdated  Write-Off/Charge-Off Tools03/17/2017
XUpdated  Xtend Shared Branching03/17/2017
YUpdated  Tax Forms Handling Instructions - Self Processing03/17/2017
YUpdated  Year End Processing Guide - Online03/17/2017
YUpdated  Year End Processing Guide - Self Processing03/17/2017
YUpdated  Year End Processing Guide Supplement - 1042-S Tax Forms03/17/2017
ZUpdated  Creating Zero-Dollar Transactions in CU*BASE
Leaving Messages for Members via Account Transaction History
03/17/2017
Updated
December 21, 2015

For The Record: Your Records and Information Newsletter

New Issue Now Available! Implementing a Records and Information Management program helps to make sure you manage your records and information to meet your business needs and comply with laws and regulation. We want to provide content to help educate, motivate and guide you in your Records and Information program development and also keep you… Read more »

Mar 17, 2017

Reminder: CU*BASE GOLD 17.03 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Don’t Forget!  Next week, you will receive CU*BASE GOLD Version 17.03: Online credit unions: March 19 Site-Four partners: March 19 Self-processing credit unions: March 20 Release Documents 17.03 Release Summary 17.03 Database Changes Reminder: GOLD Version Check Following the release, if someone logs into a workstation that is not at… Read more »

Mar 17, 2017

It’s Almost Time for the March Tricks of the Trade Webinar!

The March Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation to make sure you are prepared for the first day with the New Navigation in the 17.03 Release of CU*BASE. Don’t… Read more »

Mar 14, 2017

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Tuesday, March 14 from 3:30-4:00 PM ET, the interactive and engaging March Tricks of the Trade webinar will give you an in-depth look at documentation to make sure you are prepared for the first day with the New Navigation in the 17.03 Release of CU*BASE. Attending is easy! No registration is required for this drop-in… Read more »

Mar 8, 2017

CU*BASE GOLD 17.03 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming! Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 17.03: Online credit unions: March 19 Site-Four partners: March 19 Self-processing credit unions: March 20 Release Documents 17.03 Release Summary 17.03 Database Changes Reminder: GOLD Version Check Following the release, if… Read more »

Mar 6, 2017

February 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 January 2017 edition of the CU*BASE Monthly Monitor Recap! February 2017 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 »

Mar 1, 2017

It’s Almost Time for the February Tricks of the Trade Webinar!

The February Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, we will be revisiting the information from our January session to give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes,… Read more »

Feb 21, 2017