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 Downloads04/10/2018
AUpdatedATM Surcharge and Service Charge Rebates07/13/2018
AUpdatedATM/Debit User Guide07/13/2018
AAbnormal Activity Monitoring03/17/2017
AAccount-to-Account (A2A) Transfers05/24/2018
AAccrual Verification Handbook03/17/2017
AAdjusting for 90 Day Delinquency03/17/2017
AAsset Verification Service Agreement - Wisconsin03/17/2017
AAssociated Applications03/17/2017
AAsterisk Intelligence: Data Warehouses05/01/2018
AAudit Tracker03/17/2017
AAuditing Employee Access to CU*BASE Tools / Data Center Employee Security03/17/2017
AUpdatedAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
07/13/2018
AAutomated Funds Transfer/Check Funds Transfer08/31/2017
AUpdatedAutomated Non-Returns07/13/2018
AUpdatedAutomating Reports and Queries07/13/2018
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 Easy02/20/2018
BUpdatedBank Secrecy Act (BSA) Monitoring Tools07/20/2018
BBankruptcy Tools03/17/2017
BUpdatedBudgeting with CU*BASE07/13/2018
BBump Rate Certificates03/17/2017
BNew Branch Form02/20/2018
BOnline Ballots08/21/2017
BUsing the Member Branch Reassignment Tool03/17/2017
C5300 Call Report Brochure03/17/2017
C5300 Call Report Upload Steps03/17/2017
C5300 Call Report and CU*BASE Tools10/02/2017
CCASS Certification Procedures10/20/2017
CCPI Force-Placed Insurance11/15/2017
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 Cards01/04/2018
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 Form10/20/2017
CUpdatedCard Activity Rebates (CAR)07/13/2018
CUpdatedCard Controls User Guide07/13/2018
CCertificate Forms03/17/2017
CCertificate Variable Rates03/17/2017
CUpdatedCharge Off Savings/Checking Accounts07/13/2018
CUpdatedCheck Ordering07/13/2018
CClub Account Processing01/04/2018
CCollateral: Tools for Tracking Property Securing Loans03/17/2017
CCommunication with Members11/15/2017
CConcentration Risk Analysis12/07/2017
CUpdatedConfiguring Tools for Collections07/13/2018
CConverting Checking Accounts03/12/2018
CConverting Your Back Office03/17/2017
CCredit Card Promotions Guide03/17/2017
CCredit Cards: Configuration Guide03/17/2017
CUpdatedCredit Cards: User Guide07/13/2018
CCross-Selling and Next Suggested Product12/07/2017
CUpdatedHow Check Holds Work07/13/2018
CHow to Tracker from Cross Sales03/17/2017
COnline Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide03/17/2017
COnline 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 Form11/15/2017
CPrincipal Distribution Certificates03/17/2017
DUpdatedATM/Debit User Guide07/13/2018
DAsterisk Intelligence: Data Warehouses05/01/2018
DUpdatedAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
07/13/2018
DUpdatedCU*BASE Leadership Dashboards07/13/2018
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 Mail05/04/2018
DMember Servce Denial Notices03/17/2017
DMy Favorite Dashboards and Reports and CU*SPY Daily Reports
DUpdatedSelf-directed Data Floods 07/13/2018
EE-Alerts03/17/2017
EEffective Dating for Member Transactions03/17/2017
EUpdatedEscrow Processing with CU*BASE07/20/2018
EGetting Started with E-Statements11/15/2017
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
FCU*BASE and the FFIEC Supplement08/28/2017
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 PC06/13/2018
FFinancial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions03/17/2017
FHow to Work with Member Follow-ups05/19/2017
FMember Self Service Fees03/17/2017
FUpdatedRunning a FinCEN 314(a) Scan Against Your CU*BASE Database07/20/2018
FUpdatedSelf-directed Data Floods 07/13/2018
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 Ledger05/04/2018
HHealth Savings Accounts (HSAs)03/17/2017
HHousehold & Member Statistics12/07/2017
ICU*Answers Item Processing Manual03/17/2017
ICU*TALK and It's Me 247 New Client Setup Form10/20/2017
IIRA Processing03/17/2017
IImporting a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database05/04/2018
IInstant Card Issue03/17/2017
IUpdatedIntegration Manager User Guide06/29/2018
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide03/17/2017
IUpdatedIt's Me 247 Bill Pay (Payveris) Product Overview and User Guide07/20/2018
IIt's Me 247 Bill Pay (iPay) 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 iPay Brochure03/17/2017
IIt's Me 247 Configuration Change Request Form10/20/2017
IIt's Me 247 Risk Assessment: Product Feature Matrix05/19/2017
IUpdatedIt's My Biz 247 Business Banking07/13/2018
IUpdatedIt's My Biz 247 Permissions Form07/13/2018
IMortgage Products: Interest Payment Only Loans03/17/2017
KKnowing Your Members: CU*BASE Relationship Management Tools12/13/2017
LBig-Picture Planning for Your Loan Configurations10/02/2017
LUpdatedConfiguring Tools for Your Loan Team07/13/2018
LLaser Printing with CU*BASE11/15/2017
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 Notices07/17/2017
MCU*BASE Management Dashboards03/17/2017
MMACO: Multi-Authentication Convenience Options 02/20/2018
MMAP: Applying for a Membership Online08/10/2017
MMLA Workflow and Procedures03/17/2017
MMOP: Opening a Membership Online08/02/2017
MMarketing Campaigns with Member Connect01/22/2018
MUpdatedMarketing Clubs: Configuration, Benefits and Enrollment07/13/2018
MMember Demographics12/07/2017
MMicrofiche Statement Copy Request03/17/2017
MMiscellaneous Advances03/17/2017
MMiscellaneous Member Account Forms11/15/2017
MUpdatedMobile App Banking with Remote Deposit Capture (RDC)07/20/2018
MUpdatedMobile Text Banking07/20/2018
MMobile Web Banking01/03/2018
MMonth-End Processing Verifications10/30/2017
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)
NUpdatedMember Notices: Configuring and Printing CU-Defined Notices and e-Notices07/13/2018
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
OOpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
OOutstanding Loan Recap - Managing your Concentration Risk03/17/2017
OStatement Onsert Brochure03/17/2017
OTracking "Off Trial Balance" (OTB) Products with CU*BASE12/01/2017
OUpdatedUsing the CU*BASE Data Match System for OFAC Compliance07/13/2018
OView Online Banking Documentation
PHow To Install ProDoc (CU*Answers ASP)03/17/2017
PNew CU*BASE Printer Configuration Request03/17/2017
PPDF Exports01/04/2018
PPIB Rollout Strategies03/17/2017
PPIB: Configuration/User Guide03/17/2017
PPackaging Loans for Sale: Managing your Concentration Risk03/17/2017
PUpdatedParticipation Lending: FHLB Secondary Market Loan Servicing07/12/2018
PUpdatedParticipation Lending: Fannie Mae Secondary Market Loan Servicing07/12/2018
PUpdatedParticipation Lending: Freddie Mac Secondary Market Loan Servicing07/12/2018
PUpdatedParticipation Lending: Standard 365 Loans and Other Loans07/12/2018
PPrivacy Controls12/01/2017
PPromise Deposits: Electronic Check Deposits via It's Me 247 Online Banking10/20/2017
QQualiFile (ChexSystems) Risk Assessment Scans03/17/2017
QUpdatedQualified Dividends07/13/2018
QQuicken/QuickBooks Downloads from Online Banking - Brochure/Pricing03/17/2017
QQuicken/QuickBooks Downloads from Online Banking - Signup Form02/20/2018
RDownloading Data from CU*BASE to Raddon03/17/2017
ROpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
RPosting Your Remote Deposits to CU*BASE05/04/2018
RReissuing Cards03/17/2017
RReport Builder03/17/2017
SMember Selected Printed Statement Styles04/10/2018
SPeriodic Mortgage Statements01/04/2018
SSales Tracker03/17/2017
SSee/Jump Controls03/09/2018
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 Loans01/12/2018
SSkip-a-Pay for Online Credit Cards10/20/2017
SSmart Messages06/23/2017
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 Tools12/07/2017
TTeller Transaction Monitoring03/17/2017
TTiered Service Levels - Implementation Guide12/07/2017
TUsing TCDs: Quick Reference03/17/2017
TUsing Teller Cash Dispensers (TCDs) with CU*BASE Integrated without Middleware10/20/2017
TUsing Teller Cash Dispensers (TCDs) with CU*BASE Integration with Legacy and Lutzwolf12/26/2017
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 Lutzwolf10/20/2017
TUsing Teller Cash Recyclers (TCRs) with CU*BASE – Integrated without Middleware10/20/2017
VVariable Rate Loan Products02/15/2018
VVault Manager03/17/2017
WNew CU*BASE Workstation Configuration Request03/17/2017
WWire Transfers in CU*BASE01/22/2018
WUpdatedWrite-Off/Charge-Off Tools07/13/2018
XXtend Shared Branching03/17/2017
YYear End Processing Guide - Online04/18/2018
YYear End Processing Guide - Self Processing03/06/2018
YYear End Processing Guide Supplement - 1042-S Tax Forms03/17/2017
YYear End Tax Forms Archival Instructions - Self Processing10/24/2017
ZCreating Zero-Dollar Transactions in CU*BASE03/17/2017
Updated
April 28, 2017

The Online Banking 18.07 Release is Coming Soon!

The Online Banking 18.07 Release is Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On July 25 you will receive It’s Me 247 Online Banking 18.07. Release Documents Online Banking 18.07 Release Summary Online Banking 18.07: Login Messaging and Password Reset Online Banking Release It’s Me 247 Online Banking version 18.07 will be implemented on Wednesday, July 25.  This release includes a new password… Read more »

Jul 18, 2018

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

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

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 at documentation related to the 18.07 Release of CU*BASE, the 18.07 Online Banking Release, and related features. Don’t have time to attend? Send one of… Read more »

Jul 18, 2018

Custom Queries and 18.07 Database Changes

Custom Queries and 18.07 Database Changes

With each CU*BASE release, a small number of custom queries for each credit union could require updates in order work properly moving forward.  If you work with custom queries, we recommend you spend a little time reviewing the Database Changes documentation for the release as now is the time to perform a check-up to identify… Read more »

Jul 18, 2018

Join Us for the July Tricks of the Trade Webinar!

Join Us for the July Tricks of the Trade Webinar!

Scheduled for Wednesday, July 18 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 related to 18.07 Release of CU*BASE, the 18.07 Online Banking Release, and related features. Attending is easy! No registration is required for this drop-in webinar. Simply join the webinar a few… Read more »

Jul 11, 2018

June CU*BASE Monthly Monitor Recap

June 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 June 2018 edition of the CU*BASE Monthly Monitor Recap! June 2018 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… Read more »

Jul 3, 2018

CU*BASE GOLD 18.07 Coming Soon!

CU*BASE GOLD 18.07 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 18.07: Online credit unions: July 15 Site-Four partners: July 15 Self-processing credit unions: August 6-7 Release Documents 18.07 Release Summary 18.07 Database Changes 18.07 Tool Changes Release Training General Release… Read more »

Jun 22, 2018

May CU*BASE Monthly Monitor Recap

May 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 May 2018 edition of the CU*BASE Monthly Monitor Recap! May 2018 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 »

Jun 4, 2018

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

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

The May 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 our monthly top AnswerBook items, our ‘Win the Lottery’ shared resources program, tips for improving the delivery rate of emails to… Read more »

May 23, 2018