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 Pages
A Abnormal Activity Monitoring05/13/201634
AUpdated  Account-to-Account (A2A) Transfers06/30/201646
A Accrual Verification Handbook02/03/201412
A Adjusting for 90 Day Delinquency02/03/20149
A ALM Downloads10/13/201443
A Asset Verification Service Agreement - Wisconsin06/07/201111
A Associated Applications08/18/201516
A ATM/Debit User Guide10/16/201554
A ATM Surcharge Rebates02/03/20149
A Auditing Employee Access to CU*BASE Tools / Data Center Employee Security07/30/201517
A Audit Tracker
Track Member Activity Related to Compliance
02/03/20142
A Automated Funds Transfer/Check Funds Transfer12/31/201530
A Automated Non-Returns05/13/201651
A Automated Reports and Queries05/13/201622
A Auto Security02/03/20144
A Using the Answer Book02/03/20144
A Working With AIRES and CU*BASE02/03/201420
B Balancing Act of Managing Your Cash Inventory02/03/20147
B Balancing Made Easy07/30/201555
B Bankruptcy Tools12/17/20154
B Bank Secrecy Act Monitoring Tools05/13/201641
B Budgeting with CU*BASE02/29/201684
B New Branch Form08/06/20151
B Online Ballots08/31/201525
B Using the Member Branch Reassignment Tool02/03/20146
C 5300 Call Report and CU*BASE Tools booklet05/13/201654
C 5300 Call Report Brochure10/17/20145
C 5300 Call Report Upload Steps10/16/20155
C Bump Certificates05/13/201615
C CASS Certification Procedures06/13/201616
C Certificate Forms02/03/20149
C Certificate Variable Rates02/03/20147
C CheckViewer: Accessing Checks 02/03/20144
C Client Support Information
(CSR Help Desk)
02/10/20166
C Club Account Processing02/03/201420
C Collateral: Tools for Tracking Property Securing Loans10/17/201420
C Communication with Members02/05/20148
C Concentration Risk Analysis (brochure)02/03/20144
C Configuring Tools for Collections10/23/201535
C Converting Your Back Office02/03/20148
C COOP Shared Branching: CUSC/FSCC Acquirer02/10/201635
C CPI Force-Placed Insurance02/03/201413
C Credit Cards: Configuration Guide07/30/201570
C Credit Cards: User Guide12/17/2015127
C Credit Scores in Online Banking07/20/201514
CUpdated  Cross-Selling and Next Suggested Product07/14/201634
C CTR Automated Uploads to FINCEN05/20/20162
C CU*BASE Calculations for Insurance and Debt Protection10/25/20134
C CU*CD User Guide: Viewing Reports and Statements on CD-ROM08/04/201514
C CU*SPY E-Statements and Online Reports12/07/20104
C CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
04/28/20155
C CU*TALK Audio Response: Introductory/Startup Guide07/30/201518
C CU*TALK Change Request: Configuration
For CUs that do NOT use the text-to-speech (TTS) engine. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
06/27/20132
C CU*TALK Change Request: Rate Messages
For CUs that do NOT use the text-to-speech (TTS) engine. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
02/03/20144
C How to Tracker from Cross Sales07/30/20155
C Online Credit Bureau Access: 247 Lender Setup Form08/07/20061
C Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide11/10/201521
C Online Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix08/14/201424
C Online Credit Bureau Access and 247 Lender (3): User Guide11/03/201556
C Online Credit Bureau Access and 247 Lender (4): Understanding the Portfolio Defense SAVANT Credit Scoring Model12/20/20067
C Online Credit Bureau Access Setup Form01/19/20151
C Principal Distributions Certificates03/21/201611
DUpdated  CU*BASE Leadership Dashboards07/14/20168
D CU*BASE Management Dashboards brochure08/04/20158
D Data Archival Options Form01/24/20143
DUpdated  Debit Card Round Up07/14/201614
D Defense MD: Backup Tape Encryption for Self Processors02/03/201419
DUpdated  Direct Mail Post: Importing Transaction Files and Posting Them Via Direct Mail07/14/201612
D Dividend Donations: Starting a Program for Your Members02/03/20147
D Documentation: Tricks of the Trade
Refer to the Documentation Tricks of the Trade page
Not Available0
D Dormancy and Escheat Monitoring05/13/201635
D Downloading Financial Statements to Excel02/03/20149
D Miscellaneous/Member Services Denial Notices02/03/201411
D My Favorite Dashboards and Reports and CU*SPY Daily Reports
Documentation on many CU*BASE dashboards and reports and the Daily CU*SPY reports.
Not Available0
E E-Alerts08/17/201520
E e-Documents: Electronic Documents Strategies and Solutions
Refer to the Special Interest Publications Page.
Not Available0
E e-Documents: Electronic Photo ID Capture User Guide (booklet)08/04/201522
E e-Documents: Electronic Receipts User Guide (booklet)12/30/201432
E e-Documents: idocVault Administration Guide12/30/201412
E e-Documents: Printing Electronic Loan Forms02/03/201413
E e-Documents: Quick Reference Guide02/03/20142
E EasyPay Materials are now It's Me 247 Bill Pay Materials
Refer to 'I' for 'It's Me 247' Bill Pay materials
Not Available
E Effective Dating for Member Transactions02/03/201427
E Electronic Deposit Holds and "Member in Good Standing "Configuration04/29/201422
E Escrow Processing with CU*BASE08/31/201557
EUpdated  eSignatures (CU*Spy)07/14/201645
E Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
05/13/201627
E Wrong Email Addresses - Automated Management of Wrong Email Addresses06/27/20134
F COOP Shared Branching: CUSC/FSCC Acquirer02/10/201635
F CU*BASE and the FFIEC Supplement08/05/201517
F Fee Options with CU*BASE02/03/201413
F FIDM Configuration Files (for Self Processors)
4 files in a Zip archive
02/17/20060
F File Transfers: Downloading Data from iSeries to PC03/18/201622
F Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions12/03/201411
F How to Work with Member Follow-ups02/03/201410
F Member Self Service Fees05/13/201616
F Running a FinCEN 314(a) Scan Against Your CU*BASE Database08/05/201513
G Gender Generator Brochure02/03/20144
G General Ledger Balancing Tools02/03/201420
G How to Install CU*BASE GOLD05/24/201122
G Importing Transaction Files to the General Ledger08/05/201512
H Health Savings Accounts (HSAs)05/13/201627
H Household & Member Statistics02/03/201433
I CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
04/28/20155
I Importing a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database08/05/201516
I Instant Card Issue06/05/201419
I IRA Processing12/03/201539
IUpdated  It's Me 247 Bill Pay (Fiserv) Product Overview and User Guide07/14/201656
I It's Me 247 Bill Pay (iPay) Product Overview and User Guide05/13/201643
I It's Me 247 Configuration Change Request Form
This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
04/16/20153
I It's My Biz 247 Business Banking04/16/201570
I It's My Biz 247 Permissions Form04/16/20153
IUpdated  It’s Me 247 Bill Pay (Payveris) Product Overview and User Guide06/30/2016100
I It’s Me 247 Bill Pay Feature Comparison 10/16/20154
I It’s Me 247 Bill Pay powered by Fiserv brochure05/16/20154
I It’s Me 247 Bill Pay powered by iPay brochure10/16/20154
I It’s Me 247 Risk Assessment: Product Feature Matrix05/13/201621
I Mortgage Products: Interest Payment Only Loans02/03/201421
K Knowing Your Members: CU*BASE Relationship Management Tools
Note: This is a large file and my take extra time to download.
05/13/201676
L Big-Picture Planning for Your Loan Configurations02/03/201414
L Configuring Tools for Your Loan Team05/13/201663
L Laser Printing with CU*BASE04/01/201422
L Lease Loan Tools02/03/201410
L Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
02/03/201411
L Legacy Check Ordering02/03/20144
L Loan Interest Calculation: "360/365 Daily Interest"02/03/20143
L Loan Statement Notices02/03/201410
M Create Shortcut (Bookmark) to Mobile Web Banking
Refer to Web Services Announcement and Flyer (For Members)
Not Available
M CU*BASE Management Dashboards brochure08/04/20158
M MAP / MOP – Applying for a Membership Online (booklet)06/27/201639
MUpdated  Marketing Campaigns with Member Connect07/14/201626
M Marketing Clubs: Configuration, Benefits and Enrollment02/10/201649
M Member Demographics02/03/20144
M Microfiche Statement Copy Request03/20/20061
M Miscellaneous Advances02/03/20149
M Miscellaneous Member Account Forms
(Including TIS Disclosures)
09/08/201436
M Mobile Text Banking05/13/201637
MUpdated  Mobile Web Banking06/30/201652
M Month-End Processing Verifications10/20/201515
M Mortgage Products: 360-Day Interest Calculation02/03/201455
M Mortgage Products: Data Capture for Mortgage Closing Forms11/07/201420
M Mortgage Products: Interest Payment Only Loans05/13/201624
N Member Notices: Configuring and Printing CU-Defined Notices and e-Notices08/17/201559
N NCUA Share Insurance04/16/201516
N Non-Member Teller Services02/03/201417
O Downloading OFAC File Lists for the CU*BASE Data Match System
For Self-Processing Credit Unions
11/24/201514
O OFAC Configuration Files (for Self Processors)
4 files in a Zip archive
01/16/20150
O Online Banking documentation
Refer to the It's Me 247 Documentation Page
Not Available0
O Opt In/Opt Out (Reg E) - Managing Your Offering02/18/201642
O Outstanding Loan Recap - Managing your Concentration Risk02/03/20142
O Statement Onsert Brochure02/03/20144
O Tracking "Off Trial Balance" (OTB) Products with CU*BASE05/13/201657
O Using the CU*BASE Data Match System for OFAC Compliance10/16/201520
P How To Install ProDoc (CU*Answers ASP)03/06/201315
P New CU*BASE Printer Configuration Request01/20/20121
P Packaging Loans for Sale - Managing your Concentration Risk09/19/20144
PUpdated  Participation Lending: Fannie Mae Secondary Market Loan Servicing07/14/2016103
P Participation Lending: FHLB Secondary Market Loan Servicing04/16/201597
P Participation Lending: Freddie Mac Secondary Market Loan Servicing04/16/201599
P Participation Lending: Standard 365 Loans and Other Loans09/08/201578
P PDF Exports02/06/20142
P PIB: Configuration/User Guide08/17/201578
P PIB Rollout Strategies08/17/201512
P Privacy Controls05/01/201516
P Promise Deposits - Electronic Check Deposits via It's Me 247 Online Banking05/13/201632
Q Qualified Dividends12/03/201528
Q QualiFile (ChexSystems) Risk Assessment Scans
View the Special Interest Page for more info.
04/16/20154
Q Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing08/29/20124
Q Quicken/QuickBooks Downloads from Online Banking - Signup Form01/16/20131
R Downloading Data from CU*BASE to Raddon04/01/20041
R My Favorite Dashboards and Reports and CU*SPY Daily Reports
Documentation on many CU*BASE dashboards and reports and the Daily CU*SPY reports.
Not Available0
R Opt In/Opt Out (Reg E) - Managing Your Offering02/18/201641
RUpdated  Posting Your Remote Deposits to CU*BASE07/14/201618
R Reissuing Cards02/03/201418
R Report Builder 02/03/20144
S Member Selected Printed Statement Styles05/13/201630
S Periodic Mortgage Statements03/15/201618
S Sales Tracker04/16/201535
S See/Jump Controls12/17/201512
S Selective Marketing through Printed Statements04/16/201524
S Selling Products Online05/13/201640
S Share Bonus Dividend/Loan Interest Rebate Programs02/03/201420
S Shared Branching02/03/201431
S Share Dividend Payment Options02/03/20149
S Skip-a-Pay for Online Credit Cards (booklet)02/03/201413
S Skip Pay for Consumer Loans05/13/201644
S Smart Messaging08/17/201513
S Stand-In Processing02/04/20168
S Standards for Social Security Numbers02/03/201416
S Standards for Social Security Numbers in New Client Conversions12/05/20075
S Statement Insert Packaging & Labeling Instructions08/19/20141
S Statement Insert Requirements04/09/20144
S Statement Mail Groups
Archiving Statements Without Printing Them
03/20/20156
S Statement Onsert Brochure08/17/20154
S Statement Printing & Mailing Instructions02/03/20149
S Sunday Processing Request Form08/06/20151
S Tracking Savings Bond Redemption Activity with CU*BASE12/03/20157
S Using the CU*BASE Member Survey02/03/201414
T How To Install Epson Thermal Printers (Carswell) 08/03/200912
T How To Install Epson Thermal Printers (TM-T88IV USB) 08/10/200915
T Teller & Cash Activity Analysis Tools02/03/201421
T Teller Transaction Monitoring
Understanding CU*BASE Teller Analysis Reports
02/03/20149
TUpdated  Tiered Service Levels - Implementation Guide07/27/2016107
T TILA-RESPA Integrated Disclosures (TRID)10/16/201526
T Top Enhancements of 201401/21/20154
T Using TCDs: Quick Reference02/20/20151
T Using Teller Cash Dispensers (TCDs) with CU*BASE: Configuration Guide02/20/201511
T Using Teller Cash Dispensers (TCDs) with CU*BASE Integrated without Middleware03/20/20159
T Using Teller Cash Dispensers (TCDs) with CU*BASE Integration with Legacy and Lutzwolf02/20/201544
T Using Teller Cash Recyclers (TCRs) with CU*BASE (Configuration and User Guide) – Integration with Legacy and Lutzwolf06/13/201648
T Using Teller Cash Recyclers (TCRs) with CU*BASE – Integrated without Middleware06/13/20169
VUpdated  Variable Rate Loan Products07/14/201651
V Vault Manager07/27/201517
W New CU*BASE Workstation Configuration Request01/20/20121
W Wire Transfers in CU*BASE08/18/201518
W Write-Off/Charge-Off Tools05/13/201638
Y Tax Forms Handling Instructions - Self Processing10/15/20152
Y Year-End Verification Checklist - Self Processing10/15/20151
Y Year End Processing Guide - Online02/29/201658
Y Year End Processing Guide - Self Processing02/29/201679
Z Creating Zero-Dollar Transactions in CU*BASE
Leaving Messages for Members via Account Transaction History
02/03/20146
Updated
December 21, 2015

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

TricksHappeningNow

The July 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 documentation showcased at the 2016 Leadership Conference, including presentations and videos, plus new information on Patronage Dividends, eSignature programs, and IRSC!… Read more »

Jul 26, 2016

July Tricks of the Trade Webinar

TricksoftheTrade

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Scheduled for Tuesday, July 26 from 3:30-4:00 PM ET, the interactive and engaging July Tricks of the Trade webinar will give you an in-depth look at documentation showcased at the 2016 Leadership Conference, including presentations and videos, plus new information on Patronage Dividends, eSignature programs, and IRSC! Attending is… Read more »

Jul 19, 2016

Reminder: CU*BASE GOLD 16.07 Coming This Weekend!

ComingCUBASERelease

ATTENTION ONLINE CREDIT UNIONS AND SITE-FOUR PARTNERS: Don’t Forget! On July 17 you will receive CU*BASE GOLD Version 16.07 Release Documents 16.07 Release Summary No database changes No menu changes Release Training Since this will be a relatively small release, there will be no release training. Reminder: GOLD Version Check If someone logs into a workstation that… Read more »

Jul 15, 2016

CU*BASE GOLD 16.07 Coming Soon!

ComingCUBASERelease

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS AND SITE-FOUR PARTNERS: Another CU*BASE Release is Coming! Don’t forget that on the date below, you will receive CU*BASE GOLD Version 16.07: Online credit unions: Sunday, July 17 Site-Four partners: Sunday, July 17 Self-Processing credit unions: Monday, August 8 Release Documents 16.07 Release Summary Release Training Since this will be a relatively… Read more »

Jul 7, 2016

Show Your Members How . . .

myvirtualstrongboxicecream

Take Advantage of a FREE Online Banking Feature Your Members Will LOVE! My Virtual StrongBox: Another Way You Can Make Life Smoother for Your Members Watch the My Virtual StrongBox Marketing Video  Start Your Marketing Campaign Today with Our New My Virtual StrongBox Video Series: Accessing a Document Buying More Space Creating a Sub-Folder Creating an Account… Read more »

Jul 5, 2016

June CU*BASE Monthly Monitor Recap

MonthlyMonitor

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the June 2016 edition of the CU*BASE Monthly Monitor Recap! June 2016 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 accompanying core-software products…. Read more »

Jul 1, 2016

Got a Sweet Tooth?

VideoSweetTooth

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Check Out the NEW CU*BASE Video Tutorials in Show Me the Steps! Did you know that Show Me the Steps has 167 video tutorials, including nine new ones? 9 New Video Tutorials! Activating Auto Security Activating Debit Card Round Up Activating Smart Messages Activating the Switch Account Feature Adding a Joint Owner… Read more »

Jun 30, 2016

Videos Making Quite a Splash!

videosplash

Check Out the NEW CU*BASE Video Tutorials in Show Me the Steps! 12 New Video Tutorials! Accessing a Document in Your Virtual StrongBox Approving a Membership Application Buying More Space for Your Virtual StrongBox Creating a Sub-Folder in Your Virtual StrongBox Creating a Virtual StrongBox Account Deleting a Document in Your Virtual StrongBox Denying a Membership… Read more »

Jun 20, 2016