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 Downloads03/17/2017
AUpdatedATM Surcharge Rebates05/12/2017
AUpdatedATM/Debit User Guide05/19/2017
AAbnormal Activity Monitoring03/17/2017
AAccount-to-Account (A2A) Transfers03/17/2017
AAccrual Verification Handbook03/17/2017
AAdjusting for 90 Day Delinquency03/17/2017
AAsset Verification Service Agreement - Wisconsin03/17/2017
AAssociated Applications03/17/2017
AAudit Tracker03/17/2017
AAuditing Employee Access to CU*BASE Tools / Data Center Employee Security03/17/2017
AAutomated Funds Transfer/Check Funds Transfer03/17/2017
AUpdatedAutomated Non-Returns05/19/2017
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 Easy03/17/2017
BBank Secrecy Act (BSA) Monitoring Tools03/17/2017
BBankruptcy Tools03/17/2017
BBudgeting with CU*BASE03/17/2017
BBump Rate Certificates03/17/2017
BNew Branch Form03/17/2017
BOnline Ballots03/17/2017
BUsing the Member Branch Reassignment Tool03/17/2017
C5300 Call Report Brochure03/17/2017
C5300 Call Report Upload Steps03/17/2017
CUpdated5300 Call Report and CU*BASE Tools05/22/2017
CCASS Certification Procedures03/17/2017
CCPI Force-Placed Insurance03/17/2017
CCTR Automated Uploads to FINCEN03/17/2017
CCU*BASE Calculations for Insurance and Debt Protection03/17/2017
CCU*BASE Client Support Information03/17/2017
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 Form03/17/2017
CCertificate Forms03/17/2017
CCertificate Variable Rates03/17/2017
CClub Account Processing03/17/2017
CCollateral: Tools for Tracking Property Securing Loans03/17/2017
CCommunication with Members03/17/2017
CConcentration Risk Analysis03/17/2017
CConfiguring Tools for Collections03/17/2017
CConverting Your Back Office03/17/2017
CCredit Card Promotions Guide03/17/2017
CCredit Cards: Configuration Guide03/17/2017
CCredit Cards: User Guide03/17/2017
CCredit Scores in Online Banking03/17/2017
CCross-Selling and Next Suggested Product03/17/2017
CHow to Tracker from Cross Sales03/17/2017
COnline Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide03/17/2017
CUpdatedOnline 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 Form03/17/2017
CPrincipal Distribution Certificates03/17/2017
DUpdatedATM/Debit User Guide05/19/2017
DCU*BASE Leadership Dashboards03/17/2017
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
DImporting Transaction Files and Posting Them Via Direct Mail03/17/2017
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
EElectronic Deposit Holds and "Member in Good Standing "Configuration03/17/2017
EUpdatedEscrow Processing with CU*BASE05/19/2017
EGetting Started with E-Statements03/17/2017
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 Supplement03/17/2017
FFIDM Configuration Files for Self-Processors
These are files within a Zip archive
03/17/2017
FFee Options with CU*BASE03/17/2017
FFile Transfers: Downloading Data from iSeries to PC03/17/2017
FFinancial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions03/17/2017
FUpdatedHow to Work with Member Follow-ups05/19/2017
FMember Self Service Fees03/17/2017
FRunning a FinCEN 314(a) Scan Against Your CU*BASE Database03/17/2017
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 Ledger03/17/2017
HHealth Savings Accounts (HSAs)03/17/2017
HHousehold & Member Statistics03/17/2017
ICU*Answers Item Processing Manual03/17/2017
ICU*TALK and It's Me 247 New Client Setup Form03/17/2017
IIRA Processing03/17/2017
IImporting a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database03/17/2017
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 (iPay) Product Overview and User Guide03/17/2017
IIt's Me 247 Configuration Change Request Form03/17/2017
IIt's My Biz 247 Business Banking03/17/2017
IIt's My Biz 247 Permissions Form03/17/2017
IIt’s Me 247 Bill Pay (Payveris) 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 Fiserv Brochure03/17/2017
IIt’s Me 247 Bill Pay powered by iPay Brochure03/17/2017
IUpdatedIt’s Me 247 Risk Assessment: Product Feature Matrix05/19/2017
IMortgage Products: Interest Payment Only Loans03/17/2017
KUpdatedKnowing Your Members: CU*BASE Relationship Management Tools05/19/2017
LBig-Picture Planning for Your Loan Configurations03/17/2017
LConfiguring Tools for Your Loan Team03/17/2017
LLaser Printing with CU*BASE03/17/2017
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 Notices03/17/2017
MCU*BASE Management Dashboards03/17/2017
MUpdatedMAP/MOP: Applying for a Membership Online05/19/2017
MMLA Workflow and Procedures03/17/2017
MMain Street Check Ordering03/24/2017
MUpdatedMarketing Campaigns with Member Connect05/19/2017
MMarketing Clubs: Configuration, Benefits and Enrollment03/17/2017
MMember Demographics03/17/2017
MMicrofiche Statement Copy Request03/17/2017
MMiscellaneous Advances03/17/2017
MUpdatedMiscellaneous Member Account Forms05/19/2017
MUpdatedMobile App Banking05/19/2017
MUpdatedMobile Text Banking05/19/2017
MUpdatedMobile Web Banking05/19/2017
MMonth-End Processing Verifications03/17/2017
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-Notices03/17/2017
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
OOutstanding Loan Recap - Managing your Concentration Risk03/17/2017
OStatement Onsert Brochure03/17/2017
OTracking "Off Trial Balance" (OTB) Products with CU*BASE03/17/2017
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 Exports03/17/2017
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 Servicing03/17/2017
PParticipation Lending: Fannie Mae Secondary Market Loan Servicing03/17/2017
PParticipation Lending: Freddie Mac Secondary Market Loan Servicing03/17/2017
PParticipation Lending: Standard 365 Loans and Other Loans03/17/2017
PPrivacy Controls03/17/2017
PPromise Deposits: Electronic Check Deposits via It's Me 247 Online Banking03/17/2017
QQualiFile (ChexSystems) Risk Assessment Scans03/17/2017
QUpdatedQualified Dividends05/19/2017
QQuicken/QuickBooks Downloads from Online Banking - Brochure/Pricing03/17/2017
QQuicken/QuickBooks Downloads from Online Banking - Signup Form03/17/2017
RDownloading Data from CU*BASE to Raddon03/17/2017
ROpt In/Opt Out (Reg E) - Managing Your Offering03/17/2017
RPosting Your Remote Deposits to CU*BASE03/17/2017
RReissuing Cards03/17/2017
RReport Builder03/17/2017
SUpdatedMember Selected Printed Statement Styles05/24/2017
SPeriodic Mortgage Statements03/17/2017
SSales Tracker03/17/2017
SSee/Jump Controls03/17/2017
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 Loans03/17/2017
SSkip-a-Pay for Online Credit Cards03/17/2017
SSmart Messaging03/17/2017
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 Tools03/17/2017
TTeller Transaction Monitoring03/17/2017
TTiered Service Levels - Implementation Guide03/17/2017
TUsing TCDs: Quick Reference03/17/2017
TUsing Teller Cash Dispensers (TCDs) with CU*BASE Integrated without Middleware03/17/2017
TUsing Teller Cash Dispensers (TCDs) with CU*BASE Integration with Legacy and Lutzwolf03/17/2017
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 Lutzwolf03/17/2017
TUsing Teller Cash Recyclers (TCRs) with CU*BASE – Integrated without Middleware03/17/2017
VVariable Rate Loan Products03/17/2017
VVault Manager03/17/2017
XNew CU*BASE Workstation Configuration Request03/17/2017
XWire Transfers in CU*BASE03/17/2017
XWrite-Off/Charge-Off Tools03/17/2017
XXtend Shared Branching03/17/2017
YYear End Processing Guide - Online03/17/2017
YYear End Processing Guide - Self Processing03/17/2017
YYear End Processing Guide Supplement - 1042-S Tax Forms03/17/2017
YYear End Tax Forms Handling Instructions - Self Processing03/17/2017
ZCreating Zero-Dollar Transactions in CU*BASE03/17/2017
Updated
April 28, 2017

Join Us for the May Tricks of the Trade Webinar!

Join Us for the May Tricks of the Trade Webinar!

Scheduled for Wednesday, May 31 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 the 17.05 Release of CU*BASE, the enhancements to Qualified Dividends, the 17.05 Imaging Release, and more. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

May 24, 2017

CU*BASE GOLD 17.05 Coming Soon!

CU*BASE GOLD 17.05 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 17.05: Online credit unions: May 21 Site-Four partners: May 21 Self-processing credit unions: June 5-6 Release Documents 17.05 Release Summary 17.05 Database Changes 17.05 Menu Changes Imaging Solutions Release Imaging Solutions Release 17.05… Read more »

May 2, 2017

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 2017 edition of the CU*BASE Monthly Monitor Recap! April 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… Read more »

May 1, 2017

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

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

The April 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 Mobile App Banking and Remote Deposit Capture, a guide for getting started with RDC, how to purchase, and more. Don’t have… Read more »

Apr 18, 2017

Join Us for the April Tricks of the Trade Webinar!

Join Us for the April Tricks of the Trade Webinar!

Scheduled for Tuesday, April 18 from 3:30-4:00 PM ET, the interactive and engaging April Tricks of the Trade webinar will give you an in-depth look at documentation related to Mobile App Banking and Remote Deposit Capture, a guide for getting started with RDC, how to purchase, and more. Attending is easy! No registration is required for this… Read more »

Apr 11, 2017

Add My Virtual StrongBox to Your Paperless Strategy!

Add My Virtual StrongBox to Your Paperless Strategy!

Take Advantage of a FREE* Online Banking Feature Your Members Will LOVE! My Virtual StrongBox “While most credit unions don’t have the resources for a fully integrated innovation lab, you can encourage your own intrapreneurial culture, aided by the assistance of smart technology innovation firms.  At Virtual StrongBox, our APIs and technical knowledge make it… Read more »

Apr 11, 2017

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 2017 edition of the CU*BASE Monthly Monitor Recap! March 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… Read more »

Apr 3, 2017