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
AA2A (Account-to-Account) Transfers User Guide05/25/2022
AA2A Features Overview Brochure05/25/2022
AAIRES 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
AAIRES and CU*BASE05/13/2022
AALM Downloads08/31/2020
AATM Surcharge and Service Charge Rebates07/10/2020
AATM/Debit User Guide10/01/2021
AAbnormal Activity Monitoring - Member Group03/31/2022
AAbnormal Activity Monitoring - Transaction Patterns03/31/2022
AAccrual Verification Handbook03/17/2017
AAdjusting for 90 Day Delinquency03/17/2017
AAllied IQQ Integration Reference Guide04/24/2020
AArchview Help01/24/2020
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!
11/29/2021
AAutomated Funds Transfer (AFT) & Check Funds Transfer (CFT)05/13/2022
AAutomated Non-Returns (ANR)10/06/2021
AAutomated Reports and Queries05/21/2021
AAvailable ACH Transaction Options with CU*Answers11/24/2021
AConfiguring Tools for Accounts Payable11/06/2020
APosting and Settling Prior Date ACH Transactions03/29/2021
AUsing the Answer Book03/17/2017
BBalancing Act of Managing Your Cash Inventory03/17/2017
BBalancing Made Easy08/04/2022
BBank Secrecy Act (BSA) Monitoring Tools10/06/2021
BBankruptcy Tools02/15/2019
BBizLink247 Business Online Banking Guide02/12/2021
BBizLink247 User Permissions Form02/12/2021
BBudgeting with CU*BASE05/28/2019
BBump Rate Certificates01/04/2022
BNew Branch Form02/20/2018
BOnline Ballots10/29/2021
BUsing the Member Branch Reassignment Tool01/22/2019
C5300 Call Report Brochure03/17/2017
C5300 Call Report Upload Steps10/09/2020
C5300 Call Report and CU*BASE Tools03/31/2022
CCASS Certification Procedures10/18/2019
CCD and Share Secured Loans05/13/2022
CCLR Path Decision Advisor10/01/2021
CCOOP Shared Branching at the Teller Line06/25/2018
CCPI Force-Placed Insurance07/10/2020
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 Cards07/14/2020
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 Guide07/27/2020
CCU*TALK Change Request: Configuration12/27/2021
CCU*TALK Change Request: Rate Messages03/17/2017
CCU*TALK and It's Me 247 New Client Setup Form07/23/2021
CCUNA Protection Advisor Integration 08/08/2019
CCard Activity Rebates (CAR)07/13/2018
CCard Controls User Guide08/22/2018
CCertificate Forms10/06/2021
CCertificate Variable Rates03/17/2017
CCharge Off Savings/Checking Accounts03/18/2019
CCheck Ordering07/26/2022
CClub Account Processing03/03/2022
CCollateral: Tools for Tracking Property Securing Loans10/19/2018
CCommunication with Members10/20/2021
CConcentration Risk Analysis12/07/2017
CConfiguring Tools for Accounts Payable11/06/2020
CConfiguring Tools for Collections08/14/2020
CConverting Checking Accounts11/24/2020
CConverting Your Back Office03/17/2017
CCredit Card Promotions Guide05/21/2021
CCredit Cards: Configuration Guide03/17/2017
CCredit Cards: User Guide10/01/2021
CCredit Scores in Online Banking 11/08/2021
CCross-Selling and Next Suggested Product12/07/2017
CHow Check Holds Work11/26/2019
CHow to Tracker from Cross Sales03/17/2017
COnline Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix11/06/2020
COnline Credit Bureau Access and 247 Lender (3): User Guide11/15/2021
COnline Credit Bureau Access and 247 Lender (4): Understanding the Portfolio Defense SAVANT Credit Scoring Model03/17/2017
COnline Credit Bureau Access and FUEL (1) Introductory and Startup Guide (247 Lender) 11/06/2020
COnline Credit Bureau Access and FUEL (1) Introductory and Startup Guide (FUEL)11/15/2021
COnline Credit Bureau Access and FUEL (2) Configuring FUEL and the Approval Matrix11/06/2020
COnline Credit Bureau Access and FUEL (3) User Guide 11/10/2020
CUpdatedOnline Credit Bureau Access: 247 Lender Setup Form09/29/2022
COnline Credit Bureau Access: Setup Form02/01/2022
CPrincipal Distribution Certificates03/17/2017
DATM/Debit User Guide10/01/2021
DAsterisk Intelligence: Data Warehouses03/29/2019
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
11/29/2021
DCU*BASE Leadership Dashboards10/19/2018
DCU*BASE Management Dashboards03/17/2017
DData Archival Options Form03/17/2017
DDebit Card Round Up02/08/2021
DDefense DB: Database Encryption for Self-Processors
Introductory flyer, for our Self Processing Credit Union Partners
02/27/2009
DDefense MD: Encrypted Tape Backups for Self Processors
User Guide
03/17/2017
DDefense MD: Encrypted Tape Backups for Self-Processors
Introductory flyer, for our Self Processing Credit Union Partners
07/31/2007
DDividend Donations: Starting a Program for Your Members03/17/2017
DDormancy and Escheat Monitoring10/18/2019
DDownloading Financial Statements to Excel01/17/2020
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
DSelf-directed Data Floods 10/18/2019
EE-Alerts10/20/2021
EEffective Dating for Member Transactions03/01/2019
EEmployee Security Audit03/12/2021
EEscrow Processing with CU*BASE10/01/2021
EGetting Started with E-Statements12/09/2021
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
FCU*BASE and the FFIEC Supplement08/06/2018
FFIDM 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 PC07/15/2020
FFinancial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions08/24/2020
FFlex Loans11/08/2021
FFraud Block Lists - Supplemental Guide10/06/2021
FFrost VisualGAP Integration 08/08/2019
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
FSelf-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
HHealth Savings Accounts (HSAs)10/18/2019
HHousehold & Member Statistics12/07/2017
HHow File Uploads Work01/18/2021
ICU*Answers Item Processing Manual03/17/2017
ICU*TALK and It's Me 247 New Client Setup Form07/23/2021
II-Plan
A Comprehensive Support Plan for our Self Processing Credit Union Partners
03/30/2007
IIRA Processing01/14/2020
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 11/06/2020
IInstant Card Issue03/17/2017
IInstant Deposits11/19/2021
IIntegration Manager User Guide08/04/2020
IInterest Payment Only Loans (CU*BASE Mortgage Products)05/13/2022
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide01/04/2022
IIt's Me 247 Bill Pay (Payveris) Product Overview and User Guide08/24/2020
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide01/04/2022
IIt's Me 247 Bill Pay Feature Comparison09/17/2018
IIt's Me 247 Configuration Change Request Form10/04/2021
IIt's Me 247 P2P User Guide 12/27/2021
KKnowing Your Members: CU*BASE Relationship Management Tools02/08/2021
LBig-Picture Planning for Your Loan Configurations04/04/2022
LConfiguring Tools for Your Loan Team05/13/2022
LLaser Printing with CU*BASE08/13/2020
LLease Loan Tools03/17/2017
LLeaving Special Messages for Online Banking and Audio Response09/07/2021
LLoan Interest Calculation: "360/365 Daily Interest"03/17/2017
LLoan Participation Settlement Procedures05/20/2019
LLoan Statement Notices12/19/2019
LOpenLending Loans10/01/2021
MCU*BASE Management Dashboards03/17/2017
MInterest Payment Only Loans (CU*BASE Mortgage Products)05/13/2022
MMACO: Multi-Authentication Convenience Options 08/06/2018
MMAP: Applying for a Membership Online08/10/2017
MMLA Workflow and Procedures03/17/2017
MMOP: Demystifying Compliance and Risk Management06/30/2021
MMOP: Opening a Membership Online06/30/2021
MMarketing Campaigns with Member Connect10/19/2018
MMarketing Clubs: Configuration, Benefits and Enrollment07/28/2020
MMember Demographics12/07/2017
MMicrofiche Statement Copy Request03/17/2017
MMiscellaneous Advances03/17/2017
MMiscellaneous Member Account Forms11/06/2020
MMobile App Card Controls 11/22/2019
MMobile Text Banking03/02/2022
MUpdatedMonth-End Processing Verifications09/14/2022
MMortgage Products: 360-Day Interest Calculation02/04/2022
MMortgage Products: Data Capture for Mortgage Closing Forms03/17/2017
MMy Favorite CU*BASE Daily Reports
10/18/2019
MMyBiz Personal Business Banking03/28/2022
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
NImplementing Your Credit Union's Name Change11/12/2020
NMember Notices: Configuring and Printing CU-Defined Notices and e-Notices12/09/2021
NNCUA Share Insurance04/23/2020
NNetwork Community Controls05/23/2022
NNon-Member Teller Services05/12/2021
O1Click Offers12/03/2021
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
OOpenLending Loans10/01/2021
OOpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
OOutstanding Loan Recap - Managing your Concentration Risk03/17/2017
OStatement Onsert Brochure05/26/2022
OTracking "Off Trial Balance" (OTB) Products with CU*BASE11/12/2020
OUsing the CU*BASE Data Match System for OFAC Compliance11/15/2021
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
PPIB Rollout Strategies12/09/2021
PPIB: Configuration/User Guide12/29/2021
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 Loans01/20/2020
PPayment Reversals/Adjustments01/24/2020
PPositive Pay02/11/2021
PPrivacy Controls12/19/2019
PPrivate Contacts11/19/2021
QQualiFile (ChexSystems) Risk Assessment Scans03/17/2017
QQualified Dividends12/09/2021
QQuicken/QuickBooks Downloads 02/22/2022
QQuicken/QuickBooks Downloads from Online Banking - Signup Form02/20/2018
RDownloading Data from CU*BASE to Raddon03/17/2017
RMy Favorite CU*BASE Daily Reports
10/18/2019
ROpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
RPosting Remote Deposit Capture (RDC) Checks to CU*BASE02/03/2020
RReissuing Cards11/12/2020
RRemote Deposit Capture (RDC)06/27/2022
RReport Builder03/17/2017
RResource Guide: Teller Best Practices08/05/2022
SMember Elected Loan Skip-a-Payment12/21/2021
SMember Selected Printed Statement Styles11/24/2021
SPeriodic Mortgage Statements08/16/2022
SSales Tracker01/31/2019
SSee/Jump Controls11/19/2021
SSelective Marketing through Printed Statements03/17/2017
SSelling Products Online03/17/2017
SShare Bonus Dividend/Loan Interest Rebate Programs01/14/2020
SShare Dividend Payment Options10/18/2019
SSkip-a-Payment for Online Credit Cards10/01/2021
SStand-In Processing03/17/2017
SStandards for Social Security Numbers (SSN) in CU*BASE03/17/2017
SStandards for Social Security Numbers (SSN) 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
SStatement Processing & Verification Tasks
For CU*BASE Data Centers and Self-Processing Credit Union Partners
10/20/2016
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
TMobile Text Banking03/02/2022
TSetting up and Maintaining a Training Library
For our Self Processing Credit Union Partners
06/01/2022
TTILA-RESPA Integrated Disclosures (TRID)03/17/2017
TTeller & Cash Activity Analysis Tools12/07/2017
TTeller Transaction Monitoring03/17/2017
TTiered Service Levels - Implementation Guide06/30/2021
TUsing TCDs/TCRs with CU*BASE10/18/2019
VVariable Rate Loan Products10/01/2021
VVault Manager03/17/2017
WNew CU*BASE Workstation Configuration Request03/17/2017
WWire Transfers in CU*BASE11/10/2020
WWrite-Off/Charge-Off Tools05/17/2022
XXtend Shared Branching10/27/2021
YUpdatedYear-End Processing Guide Supplement: 1042-S Tax Forms09/14/2022
YYear-End Processing Guide: Online Credit Unions04/14/2022
YYear-End Processing Guide: Self-Processing Credit Unions04/14/2022
YUpdatedYear-End Tax Forms Archival Instructions: Self Processing09/14/2022
ZCreating Zero-Dollar Transactions in CU*BASE03/17/2017
Updated
May 17, 2022

CU*BASE Release 22.10 is Arriving Soon!

CU*BASE Release 22.10 is Arriving Soon!

CU*BASE Release 22.10 Online and Site Four Release Date is October 9 Self-Processor Release Date is October 16 Documents 22.10 Release Summary 22.10 New and Updated Tool Summary 22.10 Database Changes Summary  Training Attend a Release Review Webinar Wednesday, October 5 @ 3:00 PM – 4:30 PM ET Click here to register! Beta Reports If… Read more »

Sep 20, 2022

Join Us for CU*BASE 22.10 Release Training!

Join Us for CU*BASE 22.10 Release Training!

CU*BASE 22.10 is coming soon – join one of our upcoming release training sessions! The 22.10 release of CU*BASE will be arriving on October 9th for Online and Site-Four clients, and on October 16th for Self-Processing credit unions.  CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… Read more »

Sep 15, 2022

August Owner’s View Monthly Recap

August 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 August 2022 edition of the Owner’s View Monthly Recap! August 2022 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 »

Sep 2, 2022

July Owner’s View Monthly Recap

July 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 July 2022 edition of the Owner’s View Monthly Recap! July 2022 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 »

Aug 4, 2022

FuzeDigital Sunsetting Support for Internet Explorer 11

FuzeDigital Sunsetting Support for Internet Explorer 11

As of June 15, 2022, Microsoft has retired Internet Explorer 11 (IE11) and is no longer supporting the browser. FuzeDigital will also be discontinuing support of Internet Explorer 11.  If you are currently using Internet Explorer 11 to access AnswerBook, please note that AnswerBook is not browser dependent and can be accessed by all modern… Read more »

Jul 20, 2022

June Owner’s View Monthly Recap

June 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 June 2022 edition of the Owner’s View Monthly Recap! June 2022 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 »

Jul 7, 2022