CU*BASE Reference Materials
Attention Self Processors
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:
- Special Interest Publications
- Open CU*BASE GOLD Online Help
- Our Favorite CU*BASE Reports
- Demo Movies of Common Features
Note: All files are in PDF Format. You'll need Adobe Acrobat Reader to access them.
Jump Menu
[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]
A
- Updated Account-to-Account (A2A) Transfers
- View the Special Interest Page for more info.
Dated:11/12/2008 • 22 pages
- Updated Accrual Verification Handbook
- Dated:10/24/2008 • 12 pages
- Updated ALM Downloads
- Dated:10/24/2008 • 19 pages
- ASAP Reports (Ask, See, Act, Profit)
- Dated:06/05/2008 • 8 pages
- Updated Audit Tracker
- Track Member Activity Related to Compliance
Dated:10/24/2008 • 2 pages
- Updated Auditing Employee Access to CU*BASE Tools / Data Center Employee Security
- Dated:10/24/2008 • 10 pages
- Auto Security
- Dated:02/22/2006 • 3 pages
- Automated Funds Transfer/Check Funds Transfer
- Dated:01/03/2008 • 22 pages
- Automated Non-Returns
- Dated:06/05/2007 • 36 pages
- Using the Answer Book
- Dated:07/20/2006 • 4 pages
- Working With AIRES and CU*BASE
- Dated:01/31/2008 • 18 pages
B
- Balancing Made Easy
- Dated:07/18/2007 • 40 pages
- Bank Secrecy Act Monitoring Tools
- Dated:06/09/2008 • 16 pages
- Daily & Monthly Backup Options for Self Processors
- Dated:02/27/2006 • 6 pages
- Using the Member Branch Reassignment Tool
- Dated:12/26/2006 • 6 pages
C
- CASS Certification Procedures
- Dated:09/24/2007 • 15 pages
- Certificate Forms
- Dated:07/03/2006 • 10 pages
- Certificate Variable Rates
- Dated:02/17/2006 • 6 pages
- Client Support Information
- (CSR Help Desk)
Dated:11/07/2005 • 6 pages
- Club Account Processing
- Dated:01/17/2008 • 21 pages
- Club Account Processing
- Dated:11/07/2006 • 21 pages
- Collateral Title & Property Tax Tracking
- Dated:07/12/2006 • 8 pages
- Configuring Tools for Collections
- Dated:05/01/2007 • 23 pages
- Credit Cards: Configuration Guide
- Dated:11/26/2007 • 50 pages
- Credit Cards: User Guide
- Dated:05/07/2008 • 103 pages
- Cross-Selling Credit Union Services
- Dated:09/02/2008 • 19 pages
- CU*BASE Calculations for Insurance and Debt Protection
- Dated:05/30/2007 • 4 pages
- CU*CD User Guide: Viewing Reports and Statements on CD-ROM
- Dated:11/17/2006 • 12 pages
- CU*CHECK Viewer: Accessing Checks
- Dated:12/01/2007 • 4 pages
- CU*CheckViewer: Using the CU*CheckViewer
- Dated:07/27/2007 • 1 pages
- Updated CU*EasyPay! Product Overview and User Guide
- Dated:10/23/2008 • 58 pages
- CU*SPY Data Archival Options Form
- Dated:09/10/2007 • 2 pages
- CU*SPY E-Statements and Online Reports
- Dated:08/19/2004 • 4 pages
- 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.
Dated:12/04/2007 • 5 pages
- CU*TALK Audio Response: Introductory/Startup Guide
- Dated:12/01/2007 • 18 pages
- 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.
Dated:08/08/2005 • 2 pages
- 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.
Dated:08/08/2005 • 4 pages
- CUSC Acquirer
- Dated:06/05/2007 • 26 pages
- Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide
- Dated:12/07/2006 • 18 pages
- Online Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix
- Dated:10/09/2008 • 23 pages
- Online Credit Bureau Access and 247 Lender (3): User Guide
- Dated:11/26/2006 • 49 pages
- Online Credit Bureau Access and 247 Lender (4): Understanding the Portfolio Defense SAVANT Credit Scoring Model
- Dated:12/20/2006 • 7 pages
- Online Credit Bureau Access Setup Form
- Dated:07/30/2008 • 1 pages
- Online Credit Bureau Access: 247 Lender Setup Form
- Dated:08/07/2006 • 1 pages
D
- Data Archival Options
- This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated:11/20/2007 • 1 pages
- Defense MD: Backup Tape Encryption for Self Processors
- Dated:02/08/2008 • 26 pages
- Dormancy and Escheat Monitoring
- Dated:05/23/2008 • 30 pages
- Downloading Financial Statements to Excel
- Dated:10/05/2007 • 8 pages
- Miscellaneous/Member Services Denial Notices
- Dated:11/28/2005 • 11 pages
E
- e-Documents: 2020iDOC Administrator Guide
- Dated:05/07/2007 • 11 pages
- e-Documents: Electronic Photo ID Capture User Guide
- Dated:07/17/2007 • 13 pages
- e-Documents: Electronic Receipts User Guide
- Dated:12/11/2007 • 34 pages
- e-Documents: Quick Reference Guide
- Dated:06/21/2007 • 2 pages
- Updated E-Statements (for On-Line Credit Unions)
- Dated:11/13/2008 • 4 pages
- Updated E-Statements (for Self-Processing Credit Unions)
- Dated:11/13/2008 • 4 pages
- Electronic Deposit Holds and "Member in Good Standing "Configuration
- Dated:11/03/2006 • 16 pages
- Escrow Processing with CU*BASE
- Dated:05/21/2008 • 43 pages
- Updated Getting Started with E-Statements
- Configuration, Fees, and Member Enrollment
Dated:11/12/2008 • 20 pages
F
- Fee Options with CU*BASE
- Dated:07/05/2006 • 9 pages
- FIDM Configuration Files (for Self Processors)
- 4 files in a Zip archive
Dated:02/17/2006 • 0 pages
- File Transfers: Downloading Data from iSeries to PC
- Dated:07/27/2007 • 16 pages
- Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions
- Dated:05/27/2008 • 12 pages
- Member Self Service Fees
- Dated:02/08/2008 • 15 pages
G
- General Ledger Balancing Tools
- Dated:05/11/2007 • 17 pages
H
- Health Savings Accounts (HSAs)
- Dated:01/17/2008 • 24 pages
- Household & Member Statistics
- Dated:01/16/2008 • 32 pages
- Household Database Auto-Generation Form
- Dated:07/05/2006 • 3 pages
- Using CU*BASE GOLD On-Line Help
- Dated:12/01/2005 • 4 pages
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.
Dated:12/04/2007 • 5 pages
- IRA Processing
- Dated:12/11/2007 • 32 pages
- It’s Me 247 Configuration and User Guide
- Dated:03/14/2008 • 76 pages
- 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.
Dated:12/04/2007 • 2 pages
- It’s Me 247 Indemnification Agreement
- Dated:11/30/2007 • 1 pages
- It’s Me 247 Personal Internet Branch (PIB) Configuration/User Guide
- Dated:12/04/2007 • 80 pages
- It’s Me 247 PIB Rollout Strategies
- Dated:12/04/2007 • 16 pages
- It’s Me 247 Strategies for Controlling Member Access
- Dated:11/16/2007 • 6 pages
- Mortgage Products: Interest Payment Only Loans
- Dated:10/09/2007 • 19 pages
J
No files under this listing.
K
- Know the Industry: Industry Analysis Tools
- Dated:11/01/2006 • 2 pages
- Knowing Your Members: CU*BASE Relationship Management Tools
- Note: This is a large file and my take extra time to download.
Dated:01/16/2008 • 69 pages
L
- Configuring Tools for Your Loan Team
- Dated:11/26/2007 • 31 pages
- Laser Printing with CU*BASE
- Dated:06/02/2008 • 22 pages
- Lease Loan Tools
- Dated:07/06/2006 • 10 pages
- Leaving Special Messages for Online Banking and Audio Response
- (Including Personalized PC Banking Messages)
Dated:12/03/2007 • 15 pages
- Loan Application (Short-Form)
- Dated:07/06/2006 • 9 pages
- Loan Interest Calculation: "360/365 Daily Interest"
- Dated:07/05/2006 • 2 pages
- Loan Statement Notices
- Dated:09/12/2008 • 9 pages
- Our Favorite Lending Reports
- Dated:03/10/2008 • 8 pages
- Participation Lending
- Dated:08/29/2007 • 46 pages
M
- Marketing Campaigns with Member Connect
- Dated:12/07/2007 • 13 pages
- Updated Marketing Clubs: Configuration, Benefits and Enrollment
- Dated:11/11/2008 • 46 pages
- Member Demographics
- Dated:11/01/2005 • 4 pages
- Microfiche Statement Copy Request
- Dated:03/20/2006 • 1 pages
- Miscellaneous Advances
- Dated:07/06/2006 • 9 pages
- Miscellaneous Member Account Forms
- (Including TIS Disclosures)
Dated:06/02/2008 • 30 pages
- Updated Month-End Processing Verifications
- Dated:11/04/2008 • 15 pages
- Mortgage Products: 360-Day Interest Calculation
- Dated:11/26/2007 • 26 pages
- Mortgage Products: Data Capture for Mortgage Closing Forms
- Dated:12/26/2006 • 15 pages
- Mortgage Products: Interest Payment Only Loans
- Dated:11/26/2007 • 19 pages
N
- Updated Member Notices: Configuring and Printing CU-Defined Notices
- Dated:11/13/2008 • 43 pages
- Non-Member Teller Services
- Dated:06/03/2008 • 13 pages
O
- Downloading OFAC File Lists for the CU*BASE Data Match System
- For Self-Processing Credit Unions
Dated:06/30/2006 • 13 pages
- OFAC Configuration Files (for Self Processors)
- 4 files in a Zip archive
Dated:06/30/2006 • 0 pages
- Tracking "Off Trial Balance" (OTB) Products with CU*BASE
- Dated:11/03/2005 • 29 pages
- Using the CU*BASE Data Match System for OFAC Compliance
- Dated:05/27/2008 • 14 pages
P
- New CU*BASE Printer Configuration Request
- Microsoft Word Document
Dated:03/28/2005 • 1 pages
- Participation Lending
- Dated:08/29/2007 • 46 pages
- PIB Made Simple: Try it with your Staff
- Dated:04/18/2008 • 1 pages
- PIB Rollout Strategies
- Dated:10/31/2007 • 16 pages
- PIB: Configuration/User Guide
- Dated:12/04/2007 • 80 pages
- PIB: Overview and Answers to Your Questions
- Dated:12/07/2007 • 4 pages
- Printing Reports from CU*SPY
- (During Rollovers to the High Availability System)
Dated:07/07/2004 • 2 pages
Q
- Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing
- Dated:07/07/2008 • 4 pages
- Quicken/QuickBooks Downloads from Online Banking - Signup Form
- Dated:08/04/2008 • 1 pages
R
- Downloading Data from CU*BASE to Raddon
- Dated:04/01/2004 • 1 pages
- Report Builder
- Dated:07/19/2006 • 4 pages
- Reports: Catalog of CU*BASE Management Reports
- Dated:10/01/2006 • 32 pages
- Risk-Based Delinquency Analysis Tools
- Dated:07/14/2006 • 6 pages
- Using R/View for CD-ROM Retrieval of CU*SPY Member Statements & Reports
- (For use with older archival CDs.)
Dated:07/17/2003 • 12 pages
S
- Sales Tracker
- Dated:08/19/2008 • 29 pages
- Selective Statement Inserts
- Dated:12/07/2007 • 17 pages
- Share Dividend Payment Options
- Dated:12/05/2007 • 9 pages
- Shared Branching
- Dated:12/05/2007 • 18 pages
- Standards for Social Security Numbers
- Dated:07/14/2006 • 14 pages
- Standards for Social Security Numbers in New Client Conversions
- Dated:12/05/2007 • 5 pages
- Statement Insert Packaging & Labeling Instructions
- Dated:09/21/2007 • 1 pages
- Statement Insert Requirements
- Dated:07/30/2008 • 4 pages
- Statement Mail Groups
- Archiving Statements Without Printing Them
Dated:07/14/2006 • 4 pages
- Statement Printing & Mailing Instructions
- Dated:08/31/2007 • 7 pages
- Tracking Savings Bond Redemption Activity with CU*BASE
- Dated:07/14/2006 • 7 pages
- Using the CU*BASE Member Survey
- Dated:07/14/2006 • 14 pages
T
- Teller & Cash Activity Analysis Tools
- Dated:05/31/2006 • 25 pages
- Teller Transaction Monitoring
- Understanding CU*BASE Teller Analysis Reports
Dated:07/14/2006 • 9 pages
- Thermal Receipt Printer Installation Instructions
- Dated:08/10/2004 • 8 pages
- Thermal Receipts
- Dated:09/01/2005 • 4 pages
- Thermal Receipts Data Masking Option
- Dated:09/23/2005 • 2 pages
- Updated Tiered Service Levels - Implementation Guide
- Dated:11/06/2008 • 83 pages
- Transaction Source Analysis
- Including Configuration for Reg. D Transaction Analysis
Dated:12/05/2007 • 9 pages
- Using TCDs: Quick Reference
- Dated:07/26/2004 • 1 pages
- Using Teller Cash Dispensers (TCDs) with CU*BASE
- Glory
Dated:07/07/2007 • 41 pages
- Using Teller Cash Dispensers (TCDs) with CU*BASE
- De La Rue, ARCA.CASH (Fujitsu), ISS (Fujitsu), and Diebold
Dated:06/07/2007 • 43 pages
U
No files under this listing.
V
- Variable Rate Loan Products
- Dated:07/16/2007 • 51 pages
W
- New CU*BASE Workstation Configuration Request
- Microsoft Word Document
Dated:03/28/2005 • 1 pages
- Updated Wire Transfers in CU*BASE
- Dated:11/07/2008 • 17 pages
X
No files under this listing.
Y
- Updated 2008 Tax Forms Handling Instructions - Online
- Dated:11/05/2008 • 1 pages
- Updated 2008 Tax Forms Handling Instructions - Self Processing
- Dated:11/05/2008 • 1 pages
- Updated 2008 Year End Processing Guide - Online
- Dated:11/05/2008 • 48 pages
- Updated 2008 Year End Processing Guide - Self Processing
- Dated:11/05/2008 • 71 pages
- Updated Year-End Statement Verification - Self Processing
- Dated:11/05/2008 • 1 pages
- Updated Year-End Verification Checklist - Self Processing
- Dated:11/05/2008 • 1 pages
Z
- Creating Zero-Dollar Transactions in CU*BASE
- Leaving Messages for Members via Account Transaction History
Dated:12/05/2007 • 6 pages
A
- Updated Account-to-Account (A2A) Transfers
- View the Special Interest Page for more info.
Dated:11/12/2008 • 22 pages - Updated Accrual Verification Handbook
- Dated:10/24/2008 • 12 pages
- Updated ALM Downloads
- Dated:10/24/2008 • 19 pages
- ASAP Reports (Ask, See, Act, Profit)
- Dated:06/05/2008 • 8 pages
- Updated Audit Tracker
- Track Member Activity Related to Compliance
Dated:10/24/2008 • 2 pages - Updated Auditing Employee Access to CU*BASE Tools / Data Center Employee Security
- Dated:10/24/2008 • 10 pages
- Auto Security
- Dated:02/22/2006 • 3 pages
- Automated Funds Transfer/Check Funds Transfer
- Dated:01/03/2008 • 22 pages
- Automated Non-Returns
- Dated:06/05/2007 • 36 pages
- Using the Answer Book
- Dated:07/20/2006 • 4 pages
- Working With AIRES and CU*BASE
- Dated:01/31/2008 • 18 pages
B
- Balancing Made Easy
- Dated:07/18/2007 • 40 pages
- Bank Secrecy Act Monitoring Tools
- Dated:06/09/2008 • 16 pages
- Daily & Monthly Backup Options for Self Processors
- Dated:02/27/2006 • 6 pages
- Using the Member Branch Reassignment Tool
- Dated:12/26/2006 • 6 pages
C
- CASS Certification Procedures
- Dated:09/24/2007 • 15 pages
- Certificate Forms
- Dated:07/03/2006 • 10 pages
- Certificate Variable Rates
- Dated:02/17/2006 • 6 pages
- Client Support Information
- (CSR Help Desk)
Dated:11/07/2005 • 6 pages - Club Account Processing
- Dated:01/17/2008 • 21 pages
- Club Account Processing
- Dated:11/07/2006 • 21 pages
- Collateral Title & Property Tax Tracking
- Dated:07/12/2006 • 8 pages
- Configuring Tools for Collections
- Dated:05/01/2007 • 23 pages
- Credit Cards: Configuration Guide
- Dated:11/26/2007 • 50 pages
- Credit Cards: User Guide
- Dated:05/07/2008 • 103 pages
- Cross-Selling Credit Union Services
- Dated:09/02/2008 • 19 pages
- CU*BASE Calculations for Insurance and Debt Protection
- Dated:05/30/2007 • 4 pages
- CU*CD User Guide: Viewing Reports and Statements on CD-ROM
- Dated:11/17/2006 • 12 pages
- CU*CHECK Viewer: Accessing Checks
- Dated:12/01/2007 • 4 pages
- CU*CheckViewer: Using the CU*CheckViewer
- Dated:07/27/2007 • 1 pages
- Updated CU*EasyPay! Product Overview and User Guide
- Dated:10/23/2008 • 58 pages
- CU*SPY Data Archival Options Form
- Dated:09/10/2007 • 2 pages
- CU*SPY E-Statements and Online Reports
- Dated:08/19/2004 • 4 pages
- 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.
Dated:12/04/2007 • 5 pages - CU*TALK Audio Response: Introductory/Startup Guide
- Dated:12/01/2007 • 18 pages
- 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.
Dated:08/08/2005 • 2 pages - 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.
Dated:08/08/2005 • 4 pages - CUSC Acquirer
- Dated:06/05/2007 • 26 pages
- Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide
- Dated:12/07/2006 • 18 pages
- Online Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix
- Dated:10/09/2008 • 23 pages
- Online Credit Bureau Access and 247 Lender (3): User Guide
- Dated:11/26/2006 • 49 pages
- Online Credit Bureau Access and 247 Lender (4): Understanding the Portfolio Defense SAVANT Credit Scoring Model
- Dated:12/20/2006 • 7 pages
- Online Credit Bureau Access Setup Form
- Dated:07/30/2008 • 1 pages
- Online Credit Bureau Access: 247 Lender Setup Form
- Dated:08/07/2006 • 1 pages
D
- Data Archival Options
- This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated:11/20/2007 • 1 pages - Defense MD: Backup Tape Encryption for Self Processors
- Dated:02/08/2008 • 26 pages
- Dormancy and Escheat Monitoring
- Dated:05/23/2008 • 30 pages
- Downloading Financial Statements to Excel
- Dated:10/05/2007 • 8 pages
- Miscellaneous/Member Services Denial Notices
- Dated:11/28/2005 • 11 pages
E
- e-Documents: 2020iDOC Administrator Guide
- Dated:05/07/2007 • 11 pages
- e-Documents: Electronic Photo ID Capture User Guide
- Dated:07/17/2007 • 13 pages
- e-Documents: Electronic Receipts User Guide
- Dated:12/11/2007 • 34 pages
- e-Documents: Quick Reference Guide
- Dated:06/21/2007 • 2 pages
- Updated E-Statements (for On-Line Credit Unions)
- Dated:11/13/2008 • 4 pages
- Updated E-Statements (for Self-Processing Credit Unions)
- Dated:11/13/2008 • 4 pages
- Electronic Deposit Holds and "Member in Good Standing "Configuration
- Dated:11/03/2006 • 16 pages
- Escrow Processing with CU*BASE
- Dated:05/21/2008 • 43 pages
- Updated Getting Started with E-Statements
- Configuration, Fees, and Member Enrollment
Dated:11/12/2008 • 20 pages
F
- Fee Options with CU*BASE
- Dated:07/05/2006 • 9 pages
- FIDM Configuration Files (for Self Processors)
- 4 files in a Zip archive
Dated:02/17/2006 • 0 pages - File Transfers: Downloading Data from iSeries to PC
- Dated:07/27/2007 • 16 pages
- Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions
- Dated:05/27/2008 • 12 pages
- Member Self Service Fees
- Dated:02/08/2008 • 15 pages
G
- General Ledger Balancing Tools
- Dated:05/11/2007 • 17 pages
H
- Health Savings Accounts (HSAs)
- Dated:01/17/2008 • 24 pages
- Household & Member Statistics
- Dated:01/16/2008 • 32 pages
- Household Database Auto-Generation Form
- Dated:07/05/2006 • 3 pages
- Using CU*BASE GOLD On-Line Help
- Dated:12/01/2005 • 4 pages
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.
Dated:12/04/2007 • 5 pages - IRA Processing
- Dated:12/11/2007 • 32 pages
- It’s Me 247 Configuration and User Guide
- Dated:03/14/2008 • 76 pages
- 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.
Dated:12/04/2007 • 2 pages - It’s Me 247 Indemnification Agreement
- Dated:11/30/2007 • 1 pages
- It’s Me 247 Personal Internet Branch (PIB) Configuration/User Guide
- Dated:12/04/2007 • 80 pages
- It’s Me 247 PIB Rollout Strategies
- Dated:12/04/2007 • 16 pages
- It’s Me 247 Strategies for Controlling Member Access
- Dated:11/16/2007 • 6 pages
- Mortgage Products: Interest Payment Only Loans
- Dated:10/09/2007 • 19 pages
J
No files under this listing.
K
- Know the Industry: Industry Analysis Tools
- Dated:11/01/2006 • 2 pages
- Knowing Your Members: CU*BASE Relationship Management Tools
- Note: This is a large file and my take extra time to download.
Dated:01/16/2008 • 69 pages
L
- Configuring Tools for Your Loan Team
- Dated:11/26/2007 • 31 pages
- Laser Printing with CU*BASE
- Dated:06/02/2008 • 22 pages
- Lease Loan Tools
- Dated:07/06/2006 • 10 pages
- Leaving Special Messages for Online Banking and Audio Response
- (Including Personalized PC Banking Messages)
Dated:12/03/2007 • 15 pages - Loan Application (Short-Form)
- Dated:07/06/2006 • 9 pages
- Loan Interest Calculation: "360/365 Daily Interest"
- Dated:07/05/2006 • 2 pages
- Loan Statement Notices
- Dated:09/12/2008 • 9 pages
- Our Favorite Lending Reports
- Dated:03/10/2008 • 8 pages
- Participation Lending
- Dated:08/29/2007 • 46 pages
M
- Marketing Campaigns with Member Connect
- Dated:12/07/2007 • 13 pages
- Updated Marketing Clubs: Configuration, Benefits and Enrollment
- Dated:11/11/2008 • 46 pages
- Member Demographics
- Dated:11/01/2005 • 4 pages
- Microfiche Statement Copy Request
- Dated:03/20/2006 • 1 pages
- Miscellaneous Advances
- Dated:07/06/2006 • 9 pages
- Miscellaneous Member Account Forms
- (Including TIS Disclosures)
Dated:06/02/2008 • 30 pages - Updated Month-End Processing Verifications
- Dated:11/04/2008 • 15 pages
- Mortgage Products: 360-Day Interest Calculation
- Dated:11/26/2007 • 26 pages
- Mortgage Products: Data Capture for Mortgage Closing Forms
- Dated:12/26/2006 • 15 pages
- Mortgage Products: Interest Payment Only Loans
- Dated:11/26/2007 • 19 pages
N
- Updated Member Notices: Configuring and Printing CU-Defined Notices
- Dated:11/13/2008 • 43 pages
- Non-Member Teller Services
- Dated:06/03/2008 • 13 pages
O
- Downloading OFAC File Lists for the CU*BASE Data Match System
- For Self-Processing Credit Unions
Dated:06/30/2006 • 13 pages - OFAC Configuration Files (for Self Processors)
- 4 files in a Zip archive
Dated:06/30/2006 • 0 pages - Tracking "Off Trial Balance" (OTB) Products with CU*BASE
- Dated:11/03/2005 • 29 pages
- Using the CU*BASE Data Match System for OFAC Compliance
- Dated:05/27/2008 • 14 pages
P
- New CU*BASE Printer Configuration Request
- Microsoft Word Document
Dated:03/28/2005 • 1 pages - Participation Lending
- Dated:08/29/2007 • 46 pages
- PIB Made Simple: Try it with your Staff
- Dated:04/18/2008 • 1 pages
- PIB Rollout Strategies
- Dated:10/31/2007 • 16 pages
- PIB: Configuration/User Guide
- Dated:12/04/2007 • 80 pages
- PIB: Overview and Answers to Your Questions
- Dated:12/07/2007 • 4 pages
- Printing Reports from CU*SPY
- (During Rollovers to the High Availability System)
Dated:07/07/2004 • 2 pages
Q
- Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing
- Dated:07/07/2008 • 4 pages
- Quicken/QuickBooks Downloads from Online Banking - Signup Form
- Dated:08/04/2008 • 1 pages
R
- Downloading Data from CU*BASE to Raddon
- Dated:04/01/2004 • 1 pages
- Report Builder
- Dated:07/19/2006 • 4 pages
- Reports: Catalog of CU*BASE Management Reports
- Dated:10/01/2006 • 32 pages
- Risk-Based Delinquency Analysis Tools
- Dated:07/14/2006 • 6 pages
- Using R/View for CD-ROM Retrieval of CU*SPY Member Statements & Reports
- (For use with older archival CDs.)
Dated:07/17/2003 • 12 pages
S
- Sales Tracker
- Dated:08/19/2008 • 29 pages
- Selective Statement Inserts
- Dated:12/07/2007 • 17 pages
- Share Dividend Payment Options
- Dated:12/05/2007 • 9 pages
- Shared Branching
- Dated:12/05/2007 • 18 pages
- Standards for Social Security Numbers
- Dated:07/14/2006 • 14 pages
- Standards for Social Security Numbers in New Client Conversions
- Dated:12/05/2007 • 5 pages
- Statement Insert Packaging & Labeling Instructions
- Dated:09/21/2007 • 1 pages
- Statement Insert Requirements
- Dated:07/30/2008 • 4 pages
- Statement Mail Groups
- Archiving Statements Without Printing Them
Dated:07/14/2006 • 4 pages - Statement Printing & Mailing Instructions
- Dated:08/31/2007 • 7 pages
- Tracking Savings Bond Redemption Activity with CU*BASE
- Dated:07/14/2006 • 7 pages
- Using the CU*BASE Member Survey
- Dated:07/14/2006 • 14 pages
T
- Teller & Cash Activity Analysis Tools
- Dated:05/31/2006 • 25 pages
- Teller Transaction Monitoring
- Understanding CU*BASE Teller Analysis Reports
Dated:07/14/2006 • 9 pages - Thermal Receipt Printer Installation Instructions
- Dated:08/10/2004 • 8 pages
- Thermal Receipts
- Dated:09/01/2005 • 4 pages
- Thermal Receipts Data Masking Option
- Dated:09/23/2005 • 2 pages
- Updated Tiered Service Levels - Implementation Guide
- Dated:11/06/2008 • 83 pages
- Transaction Source Analysis
- Including Configuration for Reg. D Transaction Analysis
Dated:12/05/2007 • 9 pages - Using TCDs: Quick Reference
- Dated:07/26/2004 • 1 pages
- Using Teller Cash Dispensers (TCDs) with CU*BASE
- Glory
Dated:07/07/2007 • 41 pages - Using Teller Cash Dispensers (TCDs) with CU*BASE
- De La Rue, ARCA.CASH (Fujitsu), ISS (Fujitsu), and Diebold
Dated:06/07/2007 • 43 pages
U
No files under this listing.
V
- Variable Rate Loan Products
- Dated:07/16/2007 • 51 pages
W
- New CU*BASE Workstation Configuration Request
- Microsoft Word Document
Dated:03/28/2005 • 1 pages - Updated Wire Transfers in CU*BASE
- Dated:11/07/2008 • 17 pages
X
No files under this listing.
Y
- Updated 2008 Tax Forms Handling Instructions - Online
- Dated:11/05/2008 • 1 pages
- Updated 2008 Tax Forms Handling Instructions - Self Processing
- Dated:11/05/2008 • 1 pages
- Updated 2008 Year End Processing Guide - Online
- Dated:11/05/2008 • 48 pages
- Updated 2008 Year End Processing Guide - Self Processing
- Dated:11/05/2008 • 71 pages
- Updated Year-End Statement Verification - Self Processing
- Dated:11/05/2008 • 1 pages
- Updated Year-End Verification Checklist - Self Processing
- Dated:11/05/2008 • 1 pages
Z
- Creating Zero-Dollar Transactions in CU*BASE
- Leaving Messages for Members via Account Transaction History
Dated:12/05/2007 • 6 pages
