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:
ABCDEFGHIJKLMNOPQRSTUVWXYZ
Letter Updated Title Publication Date Pages
A Abnormal Activity Monitoring05/13/201634
A 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*BASE08/02/201621
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 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
C 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
D CU*BASE Leadership Dashboards07/14/20168
D CU*BASE Management Dashboards brochure08/04/20158
D Data Archival Options Form08/18/20164
D Debit Card Round Up07/14/201614
D Defense MD: Backup Tape Encryption for Self Processors02/03/201419
D 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
E eSignatures (CU*Spy)07/14/201645
E Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
08/02/201627
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*Answers Item Processing Manual08/04/201614
IUpdated  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.
09/21/20167
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
I 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
IUpdated  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.
09/21/20163
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 Guide09/27/2016105
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
MUpdated  MAP / MOP – Applying for a Membership Online (booklet)09/16/201640
M 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
M 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 Offering08/02/201642
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)08/09/201615
P New CU*BASE Printer Configuration Request01/20/20121
P Packaging Loans for Sale - Managing your Concentration Risk09/19/20144
P 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 Loans08/15/201689
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 Dividends08/02/201628
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 Offering08/02/201641
R 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) 08/09/201612
T How To Install Epson Thermal Printers (TM-T88IV USB) 08/09/201615
T Teller & Cash Activity Analysis Tools02/03/201421
T Teller Transaction Monitoring
Understanding CU*BASE Teller Analysis Reports
02/03/20149
T 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
V 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
YUpdated  Year End Processing Guide Supplement - 1042-S Tax Forms09/22/201610
Z Creating Zero-Dollar Transactions in CU*BASE
Leaving Messages for Members via Account Transaction History
02/03/20146
Updated
December 21, 2015

Check out the healthy new . . .

SMTSharvest

Check out the healthy NEW CROP of Show Me the Steps resources! 6 Topics Just Added Add Miscellaneous Insurance to Loan Add Payment Protection to Loan Add Promotional Rate to Online Credit Card Enroll Member in eAlerts Remove Miscellaneous Insurance from Loan Remove Payment Protection from Loan 10 NEW Videos Adding ACH-Paid Invoices to A/P… Read more »

Sep 27, 2016

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

TricksHappeningNow

The September 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 related to the new Membership Application Process (MAP), including the new detailed booklet, the ever-evolving IRSC Kitchen page, the IRSC website,… Read more »

Sep 27, 2016

Join Us for the September Tricks of the Trade Webinar!

TricksoftheTrade

Scheduled for Tuesday, September 27 from 3:30-4:00 PM ET, the interactive and engaging September Tricks of the Trade webinar will give you an in-depth look at documentation related to CU*Spy eSignatures, MyCorporateVault, My Virtual StrongBox, Imaging Solutions case studies, and more! Attending is easy! No registration is required for this drop-in webinar. Simply join the webinar a… Read more »

Sep 20, 2016

The MLA deadline is approaching, are you prepared?

AuditLinkNews

As the October deadline to implement the Military Lending Act (MLA) regulation requirements approaches, AuditLink wants to ensure that you are prepared for the requirements of our partner, Zoot, in regards to subscriber codes.  Read Jim Vilker’s blog post on the topic, as well as access other regulatory and compliance information, by using the link… Read more »

Sep 14, 2016

August 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 August 2016 edition of the CU*BASE Monthly Monitor Recap! August 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… Read more »

Sep 1, 2016

NEW Show Me the Steps Resources!

SMTSschool

Become a CU*BASE Expert with Show Me the Steps! NEW Resources Just Added! Configure Account Adjustment Posting Code Enable Name ID Verification New Video! Adding an ACH Distribution to an Existing Record A Special Thanks Thanks to those who contributed to these new resources! Eric Wisheropp, CU*NorthWest Jeana Dunaway, CU*South Recent Changes Show Me the… Read more »

Aug 25, 2016

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

TricksHappeningNow

The August 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 related to the new Membership Application Process (MAP), including the new detailed booklet, the ever-evolving IRSC Kitchen page, the IRSC… Read more »

Aug 16, 2016

August Tricks of the Trade Webinar

TricksoftheTrade

Scheduled for Tuesday, August 16 from 3:30-4:00 PM ET, the interactive and engaging August Tricks of the Trade webinar will give you an in-depth look at documentation related to the new Membership Application Process (MAP), including the new detailed booklet, the ever-evolving IRSC Kitchen page, the IRSC website, and more! Attending is easy! No registration is… Read more »

Aug 10, 2016