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.

Can’t find what you are looking for? Check out these other related locations:

Jump To:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Search this list

Letter	Title	Publication Date
A	A2A (Account-to-Account) Transfers User Guide	05/05/2023
A	A2A Features Overview Brochure	05/23/2022
A	AIRES File Request & Authorization Form Use this if you want help creating your AIRES files and sending them to your CEO or examiner.	10/18/2022
A	AIRES and CU*BASE	02/07/2023
A	ALM Downloads	08/31/2020
A	ATM Surcharge and Service Charge Rebates	07/10/2020
A	ATM/Debit User Guide	10/01/2021
A	Abnormal Activity Monitoring - Member Group	03/31/2022
A	Abnormal Activity Monitoring - Transaction Patterns	03/31/2022
A	Accrual Verification Handbook	03/17/2017
A	Adjusting for 90 Day Delinquency	03/17/2017
A	Allied IQQ Integration Reference Guide	04/24/2020
A	Archview Help	01/24/2020
A	Asset Verification Service Agreement - Wisconsin	03/17/2017
A	Associated Applications	03/01/2019
A	Asterisk Intelligence: Data Warehouses	03/29/2019
A	Audit Tracker	03/17/2017
A	Auditing Employee Access to CU*BASE Tools / Data Center Employee Security	03/17/2017
A	Automated Deposit Holds Looking for "Electronic Deposit Holds"? This is the booklet you want!	05/05/2023
A	Automated Funds Transfer (AFT) & Check Funds Transfer (CFT)	05/13/2022
A	Automated Non-Returns (ANR)	10/06/2021
A	Automated Reports and Queries	05/21/2021
A	Available ACH Transaction Options with CU*Answers	01/17/2023
A	Configuring Tools for Accounts Payable	11/06/2020
A	Posting and Settling Prior Date ACH Transactions	03/29/2021
A	Using the Answer Book	03/02/2020
B	Balancing Act of Managing Your Cash Inventory	03/17/2017
B	Balancing Made Easy	03/27/2023
B	Bank Secrecy Act (BSA) Monitoring Tools	09/29/2022
B	Bankruptcy Tools	02/15/2019
B	Biz Watch for ACH	12/12/2022
B	BizLink247 Business Online Banking Guide	05/05/2023
B	BizLink247 User Permissions Form	11/15/2022
B	Budgeting with CU*BASE	05/28/2019
B	Bump Rate Certificates	01/04/2022
B	New Branch Form	02/20/2018
B	Online Ballots	10/29/2021
B	Using the Member Branch Reassignment Tool	01/22/2019
C	5300 Call Report Brochure	01/30/2023
C	5300 Call Report Upload Steps	10/09/2020
C	5300 Call Report and CU*BASE Tools	03/31/2023
C	CASS Certification Procedures	10/18/2019
C	CD and Share Secured Loans	05/05/2023
C	CLR Path Decision Advisor	05/05/2023
C	COOP Shared Branching at the Teller Line	06/25/2018
C	CPI Force-Placed Insurance	07/10/2020
C	CTR Automated Uploads to FINCEN	01/18/2018
C	CU*BASE Calculations for Insurance and Debt Protection	03/17/2017
C	CU*BASE Customer Master Database Information (for Online Clients)	04/09/2018
C	CU*BASE and Compromised Cards	07/14/2020
C	CU*CD User Guide: Viewing Reports and Statements on CD-ROM	03/17/2017
C	CU*SPY E-Statements and Online Reports	03/17/2017
C	CU*TALK Audio Response: Introductory/Startup Guide	10/24/2022
C	CU*TALK Change Request: Configuration	12/27/2021
C	CU*TALK Change Request: Rate Messages	03/17/2017
C	CU*TALK and It's Me 247 New Client Setup Form	07/23/2021
C	CU*Talk Security	10/31/2022
C	CUNA Protection Advisor Integration	08/08/2019
C	Card Activity Rebates (CAR)	07/13/2018
C	Card Controls User Guide	08/22/2018
C	Certificate Forms	10/06/2021
C	Certificate Variable Rates	03/17/2017
C	Charge Off Savings/Checking Accounts	03/18/2019
C	Check Ordering	11/29/2022
C	Club Account Processing	03/03/2022
C	Collateral: Tools for Tracking Property Securing Loans	10/19/2018
C	Communication with Members	01/17/2023
C	Concentration Risk Analysis	12/07/2017
C	Configuring Tools for Accounts Payable	11/06/2020
C	Configuring Tools for Collections	08/14/2020
C	Converting Checking Accounts	11/24/2020
C	Converting Your Back Office	03/17/2017
C	Credit Card Promotions Guide	05/21/2021
C	Credit Cards: Configuration Guide	03/17/2017
C	Credit Cards: User Guide	11/15/2022
C	Credit Scores in Online Banking	11/28/2022
C	Cross-Selling and Next Suggested Product	12/07/2017
C	How Check Holds Work	05/05/2023
C	How to Tracker from Cross Sales	03/17/2017
C	Online Credit Bureau Access and FUEL (1) Introductory and Startup Guide (FUEL)	11/06/2020
C	Online Credit Bureau Access and FUEL (2) Configuring FUEL and the Approval Matrix	05/05/2023
C	Online Credit Bureau Access and FUEL (3) User Guide	11/10/2020
C	Online Credit Bureau Access: Setup Form	02/01/2022
C	Principal Distribution Certificates	03/17/2017
D	ATM/Debit User Guide	10/01/2021
D	Asterisk Intelligence: Data Warehouses	03/29/2019
D	Automated Deposit Holds Looking for "Electronic Deposit Holds"? This is the booklet you want!	05/05/2023
D	CU*BASE Leadership Dashboards	10/19/2018
D	CU*BASE Management Dashboards	03/17/2017
D	Data Archival Options Form	03/17/2017
D	Debit Card Round Up	12/12/2022
D	Defense DB: Database Encryption for Self-Processors Introductory flyer, for our Self Processing Credit Union Partners	02/27/2009
D	Defense MD: Encrypted Tape Backups for Self Processors User Guide	03/17/2017
D	Defense MD: Encrypted Tape Backups for Self-Processors Introductory flyer, for our Self Processing Credit Union Partners	07/31/2007
D	Dividend Donations: Starting a Program for Your Members	03/17/2017
D	Dormancy and Escheat Monitoring	10/18/2019
D	Downloading Financial Statements to Excel	01/17/2020
D	Importing Transaction Files and Posting Them Via Direct Mail	06/21/2019
D	Member Service Denial Notices	03/17/2017
D	My Favorite Dashboards and Reports and CU*SPY Daily Reports
D	Self-directed Data Floods	10/07/2022
E	E-Alerts	12/21/2022
E	Effective Dating for Member Transactions	03/01/2019
E	Employee Security Audit	03/12/2021
E	Escrow Processing with CU*BASE	02/23/2023
E	Getting Started with E-Statements	01/17/2023
E	Wrong Email Addresses - Automated Management of Wrong Email Addresses	03/17/2017
E	e-Documents: Electronic Documents Strategies and Solutions
E	e-Documents: Electronic Photo ID Capture User Guide	03/17/2017
E	e-Documents: Electronic Receipts User Guide	03/17/2017
E	e-Documents: Quick Reference Guide	03/17/2017
F	CU*BASE and the FFIEC Supplement	08/06/2018
F	FIDM Configuration Files for Self-Processors These are files within a Zip archive	11/08/2019
F	Fee Options with CU*BASE	03/17/2017
F	File Transfers: Downloading Data from iSeries to PC	07/15/2020
F	Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions	08/24/2020
F	Flex Loans	12/02/2021
F	Fraud Block Lists - Supplemental Guide	10/06/2021
F	Frost VisualGAP Integration	08/08/2019
F	How to Work with Member Follow-ups	05/19/2017
F	Member Self Service Fees	03/17/2017
F	Running a FinCEN 314(a) Scan Against Your CU*BASE Database	01/24/2023
F	Self-directed Data Floods	10/07/2022
G	General Ledger Balancing Tools	03/17/2017
G	How to Install CU*BASE GOLD	03/17/2017
G	Importing Transaction Files to the General Ledger	06/21/2019
H	Health Savings Accounts (HSAs)	10/18/2019
H	Household & Member Statistics	12/07/2017
H	How File Uploads Work	01/18/2021
I	CU*Answers Item Processing Manual	03/17/2017
I	CU*TALK and It's Me 247 New Client Setup Form	07/23/2021
I	I-Plan A Comprehensive Support Plan for our Self Processing Credit Union Partners	03/30/2007
I	IRA Processing	01/14/2020
I	Importing a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database	06/21/2019
I	Indirect Lending: Ready to Book Ready to Book LOS Integration: Third-party Loan Origination	02/25/2019
I	Indirect Lending: Ready to Look	01/17/2023
I	Instant Card Issue	03/17/2017
I	Instant Deposits	11/19/2021
I	Integration Manager User Guide	08/04/2020
I	Interest Payment Only Loans (CU*BASE Mortgage Products)	05/13/2022
I	It's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide	01/04/2022
I	It's Me 247 Bill Pay (Payveris) Product Overview and User Guide	05/05/2023
I	It's Me 247 Bill Pay (iPay) Product Overview and User Guide	01/04/2022
I	It's Me 247 Bill Pay Feature Comparison	09/17/2018
I	It's Me 247 Configuration Change Request Form	10/04/2021
I	It's Me 247 P2P User Guide	05/05/2023
K	Knowing Your Members: CU*BASE Relationship Management Tools	11/28/2022
L	Big-Picture Planning for Your Loan Configurations	04/04/2022
L	Configuring Tools for Your Loan Team	05/13/2022
L	Laser Printing with CU*BASE	08/13/2020
L	Lease Loan Tools	03/17/2017
L	Leaving Special Messages for Online Banking and Audio Response	09/07/2021
L	Loan Interest Calculation: "360/365 Daily Interest"	03/17/2017
L	Loan Participation Settlement Procedures	05/20/2019
L	Loan Statement Notices	05/05/2023
L	OpenLending Loans	10/01/2021
M	CU*BASE Management Dashboards	03/17/2017
M	Interest Payment Only Loans (CU*BASE Mortgage Products)	05/13/2022
M	MACO: Multi-Authentication Convenience Options	08/06/2018
M	MAP: Applying for a Membership Online	03/02/2023
M	MLA Workflow and Procedures	03/17/2017
M	MOP: Demystifying Compliance and Risk Management	06/30/2021
M	MOP: Opening a Membership Online	03/06/2023
M	Marketing Campaigns with Member Connect	01/17/2023
M	Marketing Clubs: Configuration, Benefits and Enrollment	01/17/2023
M	Member Demographics	12/07/2017
M	Microfiche Statement Copy Request	03/17/2017
M	Miscellaneous Advances	03/17/2017
M	Miscellaneous Member Account Forms	11/06/2020
M	Mobile App Card Controls	11/22/2019
M	Mobile Text Banking	09/29/2022
M	Month-End Processing Verifications	09/14/2022
M	Mortgage Products: 360-Day Interest Calculation	01/17/2023
M	Mortgage Products: Data Capture for Mortgage Closing Forms	03/17/2017
M	My Favorite CU*BASE Daily Reports	10/18/2019
M	View Web Services Mobile Web Banking Information Refer to Web Services Announcement and Flyer (For Members)
N	Implementing Your Credit Union's Name Change	11/12/2020
N	Member Notices: Configuring and Printing CU-Defined Notices and e-Notices	12/21/2022
N	NCUA Share Insurance	04/23/2020
N	Native Receipts	10/05/2022
N	Network Community Controls	05/23/2022
N	Non-Member Teller Services	05/12/2021
O	1Click Offers	05/05/2023
O	Downloading OFAC File Lists for the CU*BASE Data Match System	08/07/2019
O	OFAC Configuration Files for Self-Processors These are files within a .zip archive.	08/07/2019
O	OpenLending Loans	10/01/2021
O	Opt In/Opt Out (Reg E) - Managing Your Offering	11/08/2021
O	Outstanding Loan Recap - Managing your Concentration Risk	03/17/2017
O	Statement Onsert Brochure	05/26/2022
O	Tracking "Off Trial Balance" (OTB) Products with CU*BASE	09/29/2022
O	Using the CU*BASE Data Match System for OFAC Compliance	12/02/2022
O	View Online Banking Documentation
P	How To Install ProDoc (CU*Answers ASP)	03/17/2017
P	Loan Participation Settlement Procedures	05/20/2019
P	New CU*BASE Printer Configuration Request	03/17/2017
P	PIB Rollout Strategies	12/09/2021
P	PIB: Configuration/User Guide	12/29/2021
P	Packaging Loans for Sale: Managing your Concentration Risk	05/02/2023
P	Participation Lending Brochure	04/25/2023
P	Participation Lending: FHLB Secondary Market Loan Servicing	04/27/2023
P	Participation Lending: Fannie Mae Secondary Market Loan Servicing	04/27/2023
P	Participation Lending: Freddie Mac Secondary Market Loan Servicing	04/27/2023
P	Participation Lending: Standard 365 Loans and Other Loans	04/27/2023
P	Payment Reversals/Adjustments	01/24/2020
P	Positive Pay	01/17/2023
P	Privacy Controls	12/19/2019
P	Private Contacts	11/19/2021
Q	QualiFile (ChexSystems) Risk Assessment Scans	03/17/2017
Q	Qualified Dividends	12/09/2021
Q	Quicken/QuickBooks Downloads	02/22/2022
Q	Quicken/QuickBooks Downloads from Online Banking - Signup Form	02/20/2018
R	Downloading Data from CU*BASE to Raddon	03/17/2017
R	My Favorite CU*BASE Daily Reports	10/18/2019
R	Opt In/Opt Out (Reg E) - Managing Your Offering	11/08/2021
R	Posting Remote Deposit Capture (RDC) Checks to CU*BASE	02/03/2020
R	Reissuing Cards	11/12/2020
R	Remote Deposit Capture (RDC)	06/27/2022
R	Report Builder	03/17/2017
R	Resource Guide: Teller Best Practices	08/05/2022
S	Member Elected Loan Skip-a-Payment	12/21/2022
S	Member Selected Printed Statement Styles	11/24/2021
S	Periodic Mortgage Statements	08/16/2022
S	Sales Tracker	01/31/2019
S	See/Jump Controls	01/17/2023
S	Selective Marketing through Printed Statements	10/05/2022
S	Selling Products Online	05/05/2023
S	Share Bonus Dividend/Loan Interest Rebate Programs	01/14/2020
S	Share Dividend Payment Options	10/18/2019
S	Skip-a-Payment for Online Credit Cards	10/01/2021
S	Stand-In Processing	03/17/2017
S	Standards for Social Security Numbers (SSN) in CU*BASE	03/17/2017
S	Standards for Social Security Numbers (SSN) in New Client Conversions	03/17/2017
S	Statement Insert Packaging & Labeling Instructions	03/17/2017
S	Statement Insert Requirements	03/17/2017
S	Statement Mail Groups	03/17/2017
S	Statement Onsert Brochure	03/17/2017
S	Statement Printing & Mailing Instructions	10/05/2022
S	Statement Processing & Verification Tasks For CU*BASE Data Centers and Self-Processing Credit Union Partners	10/20/2016
S	Sunday Processing Request Form	03/17/2017
S	Tracking Savings Bond Redemption Activity with CU*BASE	03/17/2017
S	Using the CU*BASE Member Survey	03/17/2017
T	How To Install Epson Thermal Printers (Carswell)	03/17/2017
T	How To Install Epson Thermal Printers (TM-T88IV USB)	03/17/2017
T	Mobile Text Banking	09/29/2022
T	Setting up and Maintaining a Training Library For our Self Processing Credit Union Partners	06/01/2022
T	TILA-RESPA Integrated Disclosures (TRID)	03/17/2017
T	Teller & Cash Activity Analysis Tools	12/07/2017
T	Teller Transaction Monitoring	03/17/2017
T	Tiered Service Levels - Implementation Guide	06/30/2021
T	Using TCDs/TCRs with CU*BASE	10/18/2019
V	Variable Rate Loan Products	05/05/2023
V	Vault Manager	03/17/2017
W	New CU*BASE Workstation Configuration Request	03/17/2017
W	Wire Transfers in CU*BASE	11/10/2020
W	Write-Off/Charge-Off Tools	05/05/2023
X	Xtend Shared Branching	10/25/2022
Y	Year-End Processing Guide Supplement: 1042-S Tax Forms	09/14/2022
Y	Year-End Processing Guide: Online Credit Unions	02/14/2023
Y	Year-End Processing Guide: Self-Processing Credit Unions	02/14/2023
Y	Year-End Tax Forms Archival Instructions: Self Processing	09/14/2022
Z	Creating Zero-Dollar Transactions in CU*BASE	03/17/2017

May Owner’s View Monthly Recap

Check out recent programming changes in the May 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »

Jun 5, 2023

CU*BASE 23.05 Release Updates

ATTENTION ONLINE CREDIT UNIONS As a reminder, the 23.05 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on May 7th. We will be posting any/all issues related to the 23.05 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post, which can be accessed… Read more »

May 5, 2023

Don’t Forget: CU*BASE Release 23.05 is Arriving Soon! Check out the Release Training Video!

CU*BASE Release 23.05 Online and Site Four Release Date is May 7 Self-Processor Release Date is May 21 Documents 23.05 Release Summary 23.05 New and Updated Tool Summary 23.05 Database Changes Summary Release Training Resources If you missed our recent training sessions for the 23.05 Release, a recording is now available – click here to… Read more »

May 3, 2023

April Owner’s View Monthly Recap

Check out recent programming changes in the April 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »

May 2, 2023

CU*BASE Release 23.05 is Arriving Soon!

CU*BASE Release 23.05 Online and Site Four Release Date is May 7 Self-Processor Release Date is May 21 Documents 23.05 Release Summary 23.05 New and Updated Tool Summary 23.05 Database Changes Summary Training Attend a Release Review Webinar Tuesday, April 25 @ 3:00 PM – 4:30 PM ET Tuesday, May 2 @ 3:00 PM –… Read more »

Apr 17, 2023

Reminder: Automated Reports and Queries

The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »

Apr 7, 2023

March Owner’s View Monthly Recap

Check out recent programming changes in the March 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »

Apr 4, 2023

Reminder: Automated Reports and Queries

Mar 6, 2023

February Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2023 edition of the Owner’s View Monthly Recap! February 2023 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Mar 1, 2023

Reminder: Automated Reports and Queries

Feb 7, 2023

Documentation: CU*BASE Reference

CU*BASE

Related News

May Owner’s View Monthly Recap

CU*BASE 23.05 Release Updates

Don’t Forget: CU*BASE Release 23.05 is Arriving Soon! Check out the Release Training Video!

April Owner’s View Monthly Recap

CU*BASE Release 23.05 is Arriving Soon!

Reminder: Automated Reports and Queries

March Owner’s View Monthly Recap

Reminder: Automated Reports and Queries

February Owner’s View Monthly Recap

Reminder: Automated Reports and Queries

Two for Tuesday

1-Click Loans

Take a Look at the CU*Answers University Courses for June

GOLD Updates

Contact Us!

Documentation: CU*BASE Reference

CU*BASE

Related News

GOLD Updates

Popular Content

Contact Us!

Popular Client News