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
AUpdatedAIRES File Request & Authorization Form
Use this if you want help creating your AIRES files and sending them to your CEO or examiner.
10/18/2019
AUpdatedAIRES and CU*BASE10/18/2019
AALM Downloads04/10/2018
AATM Surcharge and Service Charge Rebates07/13/2018
AATM/Debit User Guide05/03/2019
AAbnormal Activity Monitoring03/17/2017
AAccount-to-Account (A2A) Transfers06/28/2019
AAccrual Verification Handbook03/17/2017
AAdjusting for 90 Day Delinquency03/17/2017
AAsset Verification Service Agreement - Wisconsin03/17/2017
AAssociated Applications03/01/2019
AAsterisk Intelligence: Data Warehouses03/29/2019
AAudit Tracker03/17/2017
AAuditing Employee Access to CU*BASE Tools / Data Center Employee Security03/17/2017
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
05/03/2019
AAutomated Funds Transfer/Check Funds Transfer08/06/2018
AUpdatedAutomated Non-Returns11/08/2019
AAutomated Reports and Queries06/28/2019
AUsing the Answer Book03/17/2017
BBalancing Act of Managing Your Cash Inventory03/17/2017
BBalancing Made Easy10/19/2018
BUpdatedBank Secrecy Act (BSA) Monitoring Tools10/18/2019
BBankruptcy Tools02/15/2019
BBudgeting with CU*BASE05/28/2019
BBump Rate Certificates03/17/2017
BNew Branch Form02/20/2018
BOnline Ballots08/21/2017
BUsing the Member Branch Reassignment Tool01/22/2019
C5300 Call Report Brochure03/17/2017
C5300 Call Report Upload Steps06/27/2019
C5300 Call Report and CU*BASE Tools06/27/2019
CUpdatedCASS Certification Procedures10/18/2019
CCPI Force-Placed Insurance11/15/2017
CCTR Automated Uploads to FINCEN01/18/2018
CCU*BASE Calculations for Insurance and Debt Protection03/17/2017
CCU*BASE Customer Master Database Information (for Online Clients)04/09/2018
CCU*BASE and Compromised Cards05/28/2019
CCU*CD User Guide: Viewing Reports and Statements on CD-ROM03/17/2017
CCU*SPY E-Statements and Online Reports03/17/2017
CCU*TALK Audio Response: Introductory/Startup Guide01/31/2019
CCU*TALK Change Request: Configuration03/17/2017
CCU*TALK Change Request: Rate Messages03/17/2017
CCU*TALK and It's Me 247 New Client Setup Form10/20/2017
CCUNA Protection Advisor Integration 06/05/2019
CCard Activity Rebates (CAR)07/13/2018
CCard Controls User Guide08/22/2018
CCertificate Forms03/17/2017
CCertificate Variable Rates03/17/2017
CCharge Off Savings/Checking Accounts03/18/2019
CUpdatedCheck Ordering10/18/2019
CClub Account Processing01/04/2018
CCollateral: Tools for Tracking Property Securing Loans10/19/2018
CCommunication with Members11/15/2017
CConcentration Risk Analysis12/07/2017
CConfiguring Tools for Collections07/13/2018
CConverting Checking Accounts03/12/2018
CConverting Your Back Office03/17/2017
CCredit Card Promotions Guide03/17/2017
CCredit Cards: Configuration Guide03/17/2017
CCredit Cards: User Guide05/03/2019
CCredit Scores in Online Banking 11/23/2018
CCross-Selling and Next Suggested Product12/07/2017
CHow Check Holds Work05/03/2019
CHow to Tracker from Cross Sales03/17/2017
CUpdatedOnline Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide11/08/2019
COnline Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix05/19/2017
COnline Credit Bureau Access and 247 Lender (3): User Guide03/17/2017
COnline Credit Bureau Access and 247 Lender (4): Understanding the Portfolio Defense SAVANT Credit Scoring Model03/17/2017
COnline Credit Bureau Access: 247 Lender Setup Form03/17/2017
COnline Credit Bureau Access: Setup Form11/15/2017
CPrincipal Distribution Certificates03/17/2017
DATM/Debit User Guide05/03/2019
DAsterisk Intelligence: Data Warehouses03/29/2019
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
05/03/2019
DCU*BASE Leadership Dashboards10/19/2018
DCU*BASE Management Dashboards03/17/2017
DData Archival Options Form03/17/2017
DDebit Card Round Up03/17/2017
DDefense MD: Backup Tape Encryption for Self Processors03/17/2017
DDividend Donations: Starting a Program for Your Members03/17/2017
DDocumentation: Visit Tricks of the Trade
DUpdatedDormancy and Escheat Monitoring10/18/2019
DDownloading Financial Statements to Excel03/17/2017
DImporting Transaction Files and Posting Them Via Direct Mail06/21/2019
DMember Service Denial Notices03/17/2017
DMy Favorite Dashboards and Reports and CU*SPY Daily Reports
DUpdatedSelf-directed Data Floods 10/18/2019
EUpdatedE-Alerts10/18/2019
EEffective Dating for Member Transactions03/01/2019
EUpdatedEscrow Processing with CU*BASE10/18/2019
EGetting Started with E-Statements11/15/2017
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
Ee-Documents: Electronic Documents Strategies and Solutions
Ee-Documents: Electronic Photo ID Capture User Guide03/17/2017
Ee-Documents: Electronic Receipts User Guide03/17/2017
Ee-Documents: Quick Reference Guide03/17/2017
Ee-Documents: idocVault Administrator Guide03/17/2017
FCU*BASE and the FFIEC Supplement08/06/2018
FUpdatedFIDM Configuration Files for Self-Processors
These are files within a Zip archive
11/08/2019
FFee Options with CU*BASE03/17/2017
FFile Transfers: Downloading Data from iSeries to PC05/03/2019
FFinancial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions03/17/2017
FFrost VisualGAP Integration 06/05/2019
FHow to Work with Member Follow-ups05/19/2017
FMember Self Service Fees03/17/2017
FRunning a FinCEN 314(a) Scan Against Your CU*BASE Database05/21/2019
FUpdatedSelf-directed Data Floods 10/18/2019
GGender Generator Brochure03/17/2017
GGeneral Ledger Balancing Tools03/17/2017
GHow to Install CU*BASE GOLD03/17/2017
GImporting Transaction Files to the General Ledger06/21/2019
HUpdatedHealth Savings Accounts (HSAs)10/18/2019
HHousehold & Member Statistics12/07/2017
ICU*Answers Item Processing Manual03/17/2017
ICU*TALK and It's Me 247 New Client Setup Form10/20/2017
IIRA Processing10/19/2018
IImporting a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database06/21/2019
IIndirect Lending: Ready to Book
Ready to Book LOS Integration: Third-party Loan Origination
02/25/2019
IIndirect Lending: Ready to Look 01/03/2019
IInstant Card Issue03/17/2017
IIntegration Manager User Guide06/29/2018
IUpdatedIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide11/08/2019
IUpdatedIt's Me 247 Bill Pay (Payveris) Product Overview and User Guide11/08/2019
IUpdatedIt's Me 247 Bill Pay (iPay) Product Overview and User Guide11/08/2019
IIt's Me 247 Bill Pay Feature Comparison03/17/2017
IIt's Me 247 Bill Pay powered by iPay Brochure03/17/2017
IIt's Me 247 Configuration Change Request Form03/01/2019
IUpdatedIt's Me 247 P2P User Guide 11/08/2019
IIt's Me 247 Risk Assessment: Product Feature Matrix05/19/2017
IIt's My Biz 247 Business Banking07/13/2018
IIt's My Biz 247 Permissions Form07/13/2018
IMortgage Products: Interest Payment Only Loans03/17/2017
KKnowing Your Members: CU*BASE Relationship Management Tools12/13/2017
LBig-Picture Planning for Your Loan Configurations10/02/2017
LUpdatedConfiguring Tools for Your Loan Team11/08/2019
LLaser Printing with CU*BASE11/15/2017
LLease Loan Tools03/17/2017
LLeaving Special Messages for Online Banking and Audio Response03/17/2017
LLoan Interest Calculation: "360/365 Daily Interest"03/17/2017
LLoan Participation Settlement Procedures05/20/2019
LLoan Statement Notices07/17/2017
MCU*BASE Management Dashboards03/17/2017
MMACO: Multi-Authentication Convenience Options 08/06/2018
MMAP: Applying for a Membership Online08/10/2017
MMLA Workflow and Procedures03/17/2017
MMOP: Opening a Membership Online08/16/2018
MMarketing Campaigns with Member Connect10/19/2018
MUpdatedMarketing Clubs: Configuration, Benefits and Enrollment11/08/2019
MMember Demographics12/07/2017
MMicrofiche Statement Copy Request03/17/2017
MMiscellaneous Advances03/17/2017
MMiscellaneous Member Account Forms11/15/2017
MMobile App Banking with Remote Deposit Capture (RDC)05/03/2019
MMobile App Card Controls 05/07/2019
MMobile Text Banking05/03/2019
MMobile Web Banking01/03/2018
MMonth-End Processing Verifications10/10/2019
MMortgage Products: 360-Day Interest Calculation03/17/2017
MMortgage Products: Data Capture for Mortgage Closing Forms03/17/2017
MMortgage Products: Interest Payment Only Loans03/17/2017
MUpdatedMy Favorite CU*BASE Daily Reports
Interested in more reports? Check out the Special Interest Documentation page!
10/18/2019
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
NMember Notices: Configuring and Printing CU-Defined Notices and e-Notices03/01/2019
NUpdatedNCUA Share Insurance10/18/2019
NNon-Member Teller Services03/17/2017
ODownloading OFAC File Lists for the CU*BASE Data Match System08/07/2019
OOFAC Configuration Files for Self-Processors
These are files within a .zip archive.
08/07/2019
OOpt In/Opt Out (Reg E) - Managing Your Offering06/28/2019
OOutstanding Loan Recap - Managing your Concentration Risk03/17/2017
OStatement Onsert Brochure03/17/2017
OTracking "Off Trial Balance" (OTB) Products with CU*BASE12/01/2017
OUpdatedUsing the CU*BASE Data Match System for OFAC Compliance11/08/2019
OView Online Banking Documentation
PHow To Install ProDoc (CU*Answers ASP)03/17/2017
PLoan Participation Settlement Procedures05/20/2019
PNew CU*BASE Printer Configuration Request03/17/2017
PPDF Exports10/19/2018
PPIB Rollout Strategies03/17/2017
PPIB: Configuration/User Guide05/14/2019
PPackaging Loans for Sale: Managing your Concentration Risk03/17/2017
PParticipation Lending: FHLB Secondary Market Loan Servicing05/20/2019
PParticipation Lending: Fannie Mae Secondary Market Loan Servicing05/20/2019
PParticipation Lending: Freddie Mac Secondary Market Loan Servicing05/20/2019
PParticipation Lending: Standard 365 Loans and Other Loans05/20/2019
PPrivacy Controls12/01/2017
PPromise Deposits: Electronic Check Deposits via It's Me 247 Online Banking08/06/2018
QQualiFile (ChexSystems) Risk Assessment Scans03/17/2017
QUpdatedQualified Dividends11/08/2019
QQuicken/QuickBooks Downloads from Online Banking - Brochure/Pricing05/14/2019
QQuicken/QuickBooks Downloads from Online Banking - Signup Form02/20/2018
RDownloading Data from CU*BASE to Raddon03/17/2017
RUpdatedMy Favorite CU*BASE Daily Reports
Interested in more reports? Check out the Special Interest Documentation page!
10/18/2019
ROpt In/Opt Out (Reg E) - Managing Your Offering06/28/2019
RPosting Remote Deposit Capture (RDC) Checks to CU*BASE06/24/2019
RReissuing Cards03/17/2017
RReport Builder03/17/2017
SMember Selected Printed Statement Styles05/03/2019
SPeriodic Mortgage Statements01/04/2018
SSales Tracker01/31/2019
SSee/Jump Controls03/09/2018
SSelective Marketing through Printed Statements03/17/2017
SSelling Products Online03/17/2017
SShare Bonus Dividend/Loan Interest Rebate Programs03/17/2017
SUpdatedShare Dividend Payment Options10/18/2019
SUpdatedSkip Pay for Consumer Loans10/18/2019
SSkip-a-Pay for Online Credit Cards10/20/2017
SSmart Messages11/16/2018
SStand-In Processing03/17/2017
SStandards for Social Security Numbers03/17/2017
SStandards for Social Security Numbers in New Client Conversions03/17/2017
SStatement Insert Packaging & Labeling Instructions03/17/2017
SStatement Insert Requirements03/17/2017
SStatement Mail Groups03/17/2017
SStatement Onsert Brochure03/17/2017
SStatement Printing & Mailing Instructions03/17/2017
SSunday Processing Request Form03/17/2017
STracking Savings Bond Redemption Activity with CU*BASE03/17/2017
SUsing the CU*BASE Member Survey03/17/2017
THow To Install Epson Thermal Printers (Carswell)03/17/2017
THow To Install Epson Thermal Printers (TM-T88IV USB)03/17/2017
TTILA-RESPA Integrated Disclosures (TRID)03/17/2017
TTeller & Cash Activity Analysis Tools12/07/2017
TTeller Transaction Monitoring03/17/2017
TUpdatedTiered Service Levels - Implementation Guide11/08/2019
TUpdatedUsing TCDs/TCRs with CU*BASE10/18/2019
TUpdatedUsing Teller Cash Machines (TCMs) with CU*BASE10/18/2019
VVariable Rate Loan Products05/03/2019
VVault Manager03/17/2017
WNew CU*BASE Workstation Configuration Request03/17/2017
WWire Transfers in CU*BASE01/22/2018
WUpdatedWrite-Off/Charge-Off Tools10/18/2019
XXtend Shared Branching12/04/2018
YYear-End Processing Guide Supplement: 1042-S Tax Forms10/10/2019
YYear-End Processing Guide: Online Credit Unions10/10/2019
YYear-End Processing Guide: Self-Processing Credit Unions10/10/2019
YYear-End Tax Forms Archival Instructions: Self Processing10/10/2019
ZCreating Zero-Dollar Transactions in CU*BASE03/17/2017
Updated
April 28, 2017

Don’t Forget, Your First Year-End Deadline is Friday, November 8

Don’t Forget, Your First Year-End Deadline is Friday, November 8

**This message applies only to credit unions that received the accompanying email** Year-end can be a busy time! Our teams are hard at work preparing for the first deadline, this Friday, November 8. The majority of credit unions have completed their task, however, your credit union is receiving this email as our records show that… Read more »

Nov 6, 2019

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 2019 edition of the CU*BASE Monthly Monitor Recap! October 2019 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 5, 2019

2019 Year-End Kickoff – Register for Year-End Training!

2019 Year-End Kickoff – Register for Year-End Training!

It’s Time to Start Your 2019 Year-End Tasks The 2019 Year-End Processing Guides are now available online!  See the links below to review the guides and meet the deadlines.  Printed copies of the year-end guides will be delivered to your credit union in the coming weeks. 2019 Year-End Processing for Online Credit Unions 2019 Year-End… Read more »

Oct 17, 2019

September CU*BASE Monthly Monitor Recap

September 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 September 2019 edition of the CU*BASE Monthly Monitor Recap! September 2019 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 »

Oct 3, 2019

Sunsetting the Experian AS1 Authentication Product

Sunsetting the Experian AS1 Authentication Product

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers has received official notification from Experian that as of October 31, 2019, the Authentication Service Level One product, known as AS1, will be sunset and no longer available. Please contact your Experian representative if you wish to learn more about their alternative solutions. If you have any questions… Read more »

Oct 2, 2019

CU*BASE GOLD 19.10 Coming Soon!

CU*BASE GOLD 19.10 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 19.10: Online credit unions: October 20 Site-Four partners: October 20 Self-processing credit unions: November 10 Release Documents 19.10 Release Summary 19.10 Database Changes 19.10 Tool Changes Note for self-processing credit… Read more »

Sep 25, 2019

August CU*BASE Monthly Monitor Recap

August 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 August 2019 edition of the CU*BASE Monthly Monitor Recap! August 2019 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 »

Sep 5, 2019