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
AALM Downloads04/10/2018
AATM Surcharge Rebates05/12/2017
AATM/Debit User Guide03/09/2018
AAbnormal Activity Monitoring03/17/2017
AAccount-to-Account (A2A) Transfers03/12/2018
AAccrual Verification Handbook03/17/2017
AAdjusting for 90 Day Delinquency03/17/2017
AAsset Verification Service Agreement - Wisconsin03/17/2017
AAssociated Applications03/17/2017
AUpdatedAsterisk Intelligence: Data Warehouses05/01/2018
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!
10/26/2017
AAutomated Funds Transfer/Check Funds Transfer08/31/2017
AAutomated Non-Returns12/07/2017
AAutomated Reports and Queries03/17/2017
AUsing the Answer Book03/17/2017
AWorking With AIRES and CU*BASE03/17/2017
BBalancing Act of Managing Your Cash Inventory03/17/2017
BBalancing Made Easy02/20/2018
BBank Secrecy Act (BSA) Monitoring Tools03/17/2017
BBankruptcy Tools03/17/2017
BUpdatedBudgeting with CU*BASE05/04/2018
BBump Rate Certificates03/17/2017
BNew Branch Form02/20/2018
BOnline Ballots08/21/2017
BUsing the Member Branch Reassignment Tool03/17/2017
C5300 Call Report Brochure03/17/2017
C5300 Call Report Upload Steps03/17/2017
C5300 Call Report and CU*BASE Tools10/02/2017
CCASS Certification Procedures10/20/2017
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 Client Support Information12/26/2017
CCU*BASE Customer Master Database Information (for Online Clients)04/09/2018
CCU*BASE and Compromised Cards01/04/2018
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 Guide03/17/2017
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
CCertificate Forms03/17/2017
CCertificate Variable Rates03/17/2017
CCheck Ordering01/15/2018
CClub Account Processing01/04/2018
CCollateral: Tools for Tracking Property Securing Loans03/17/2017
CCommunication with Members11/15/2017
CConcentration Risk Analysis12/07/2017
CConfiguring Tools for Collections03/12/2018
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 Guide03/17/2017
CCross-Selling and Next Suggested Product12/07/2017
CHow Check Holds Work10/20/2017
CHow to Tracker from Cross Sales03/17/2017
COnline Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide03/17/2017
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 Guide03/09/2018
DUpdatedAsterisk Intelligence: Data Warehouses05/01/2018
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
10/26/2017
DCU*BASE Leadership Dashboards11/21/2017
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
DDormancy and Escheat Monitoring03/17/2017
DDownloading Financial Statements to Excel03/17/2017
DUpdatedImporting Transaction Files and Posting Them Via Direct Mail05/04/2018
DMember Servce Denial Notices03/17/2017
DMy Favorite Dashboards and Reports and CU*SPY Daily Reports
EE-Alerts03/17/2017
EEffective Dating for Member Transactions03/17/2017
EEscrow Processing with CU*BASE05/19/2017
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
EeSignatures (CU*Spy)03/17/2017
FCU*BASE and the FFIEC Supplement08/28/2017
FFIDM Configuration Files for Self-Processors
These are files within a Zip archive
03/17/2017
FFee Options with CU*BASE03/17/2017
FUpdatedFile Transfers: Downloading Data from iSeries to PC05/04/2018
FFinancial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions03/17/2017
FHow to Work with Member Follow-ups05/19/2017
FMember Self Service Fees03/17/2017
FUpdatedRunning a FinCEN 314(a) Scan Against Your CU*BASE Database05/04/2018
GGender Generator Brochure03/17/2017
GGeneral Ledger Balancing Tools03/17/2017
GHow to Install CU*BASE GOLD03/17/2017
GUpdatedImporting Transaction Files to the General Ledger05/04/2018
HHealth Savings Accounts (HSAs)03/17/2017
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 Processing03/17/2017
IUpdatedImporting a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database05/04/2018
IInstant Card Issue03/17/2017
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide03/17/2017
IIt's Me 247 Bill Pay (Payveris) Product Overview and User Guide11/16/2017
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide03/17/2017
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 Form10/20/2017
IIt's Me 247 Risk Assessment: Product Feature Matrix05/19/2017
IIt's My Biz 247 Business Banking03/17/2017
IIt's My Biz 247 Permissions Form03/17/2017
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
LConfiguring Tools for Your Loan Team03/17/2017
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 Statement Notices07/17/2017
MCU*BASE Management Dashboards03/17/2017
MMACO: Multi-Authentication Convenience Options 02/20/2018
MMAP: Applying for a Membership Online08/10/2017
MMLA Workflow and Procedures03/17/2017
MMOP: Opening a Membership Online08/02/2017
MMarketing Campaigns with Member Connect01/22/2018
MMarketing Clubs: Configuration, Benefits and Enrollment03/17/2017
MMember Demographics12/07/2017
MMicrofiche Statement Copy Request03/17/2017
MMiscellaneous Advances03/17/2017
MMiscellaneous Member Account Forms11/15/2017
MMobile App Banking02/20/2018
MMobile Text Banking05/19/2017
MMobile Web Banking01/03/2018
MMonth-End Processing Verifications10/30/2017
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
MMortgage Products: Interest Payment Only Loans03/17/2017
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-Notices06/23/2017
NNCUA Share Insurance03/17/2017
NNon-Member Teller Services03/17/2017
ODownloading OFAC File Lists for the CU*BASE Data Match System03/17/2017
OOFAC Configuration Files for Self-Processors
These are files within a Zip archive
03/17/2017
OOpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
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
OUsing the CU*BASE Data Match System for OFAC Compliance03/17/2017
OView Online Banking Documentation
PHow To Install ProDoc (CU*Answers ASP)03/17/2017
PNew CU*BASE Printer Configuration Request03/17/2017
PPDF Exports01/04/2018
PPIB Rollout Strategies03/17/2017
PPIB: Configuration/User Guide03/17/2017
PPackaging Loans for Sale: Managing your Concentration Risk03/17/2017
PParticipation Lending: FHLB Secondary Market Loan Servicing11/14/2017
PParticipation Lending: Fannie Mae Secondary Market Loan Servicing11/14/2017
PParticipation Lending: Freddie Mac Secondary Market Loan Servicing11/14/2017
PParticipation Lending: Standard 365 Loans and Other Loans01/18/2018
PPrivacy Controls12/01/2017
PPromise Deposits: Electronic Check Deposits via It's Me 247 Online Banking10/20/2017
QQualiFile (ChexSystems) Risk Assessment Scans03/17/2017
QQualified Dividends06/19/2017
QQuicken/QuickBooks Downloads from Online Banking - Brochure/Pricing03/17/2017
QQuicken/QuickBooks Downloads from Online Banking - Signup Form02/20/2018
RDownloading Data from CU*BASE to Raddon03/17/2017
ROpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
RUpdatedPosting Your Remote Deposits to CU*BASE05/04/2018
RReissuing Cards03/17/2017
RReport Builder03/17/2017
SMember Selected Printed Statement Styles04/10/2018
SPeriodic Mortgage Statements01/04/2018
SSales Tracker03/17/2017
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
SShare Dividend Payment Options03/17/2017
SSkip Pay for Consumer Loans01/12/2018
SSkip-a-Pay for Online Credit Cards10/20/2017
SSmart Messages06/23/2017
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
TTiered Service Levels - Implementation Guide12/07/2017
TUsing TCDs: Quick Reference03/17/2017
TUsing Teller Cash Dispensers (TCDs) with CU*BASE Integrated without Middleware10/20/2017
TUsing Teller Cash Dispensers (TCDs) with CU*BASE Integration with Legacy and Lutzwolf12/26/2017
TUsing Teller Cash Dispensers (TCDs) with CU*BASE: Configuration Guide03/17/2017
TUsing Teller Cash Recyclers (TCRs) with CU*BASE (Configuration and User Guide) – Integration with Legacy and Lutzwolf10/20/2017
TUsing Teller Cash Recyclers (TCRs) with CU*BASE – Integrated without Middleware10/20/2017
VVariable Rate Loan Products02/15/2018
VVault Manager03/17/2017
WNew CU*BASE Workstation Configuration Request03/17/2017
WWire Transfers in CU*BASE01/22/2018
WWrite-Off/Charge-Off Tools12/26/2017
XXtend Shared Branching03/17/2017
YYear End Processing Guide - Online04/18/2018
YYear End Processing Guide - Self Processing03/06/2018
YYear End Processing Guide Supplement - 1042-S Tax Forms03/17/2017
YYear End Tax Forms Archival Instructions - Self Processing10/24/2017
ZCreating Zero-Dollar Transactions in CU*BASE03/17/2017
Updated
April 28, 2017

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

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

The May 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 related to our monthly top AnswerBook items, our ‘Win the Lottery’ shared resources program, tips for improving the delivery rate of emails to… Read more »

May 23, 2018

Join Us for the May Tricks of the Trade Webinar!

Join Us for the May Tricks of the Trade Webinar!

Scheduled for Wednesday, May 23 from 3:30-4:00 PM ET, the interactive and engaging May Tricks of the Trade webinar will give you an in-depth look at documentation related to our monthly top AnswerBook items, our ‘Win the Lottery’ shared resources program, tips for improving the delivery rate of emails to members, and more. Attending is easy! No… Read more »

May 16, 2018

April CU*BASE Monthly Monitor Recap

April 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 April 2018 edition of the CU*BASE Monthly Monitor Recap! April 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 »

May 2, 2018

For The Record: Your Records and Information Newsletter

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 »

Apr 17, 2018

March CU*BASE Monthly Monitor Recap

March 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 March 2018 edition of the CU*BASE Monthly Monitor Recap! March 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 »

Apr 3, 2018

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

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 related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Don’t have time… Read more »

Mar 28, 2018

Join Us for the March Tricks of the Trade Webinar!

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Wednesday, March 28 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 related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Mar 21, 2018

Are Your Custom Queries Ready for 18.03?

Are Your Custom Queries Ready for 18.03?

If you work with custom queries, it is important to spend a little extra time reviewing the Database Changes documentation published with each release summary.  With each CU*BASE release, a small number of custom queries could be impacted for each credit union.  Now is the time to perform a check-up to identify if any of… Read more »

Mar 7, 2018