Search Our Sites
Menu
In This Site
We are Cooperative, Just Like You
CU*Answers Supports Co-Ops for Change
Proud Member of the cuasterisk.com Network.
BuyCUSO
Introducing cuasterisk.com

CU*BASE Reference Materials

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:

Note: All files are in PDF Format. You'll need Adobe Acrobat Reader to access them.

A

Abnormal Activity Monitoring
Dated: 02/03/2014 • 32 pages
Updated Account-to-Account (A2A) Transfers
Dated: 08/19/2014 • 47 pages
Accrual Verification Handbook
Dated: 02/03/2014 • 12 pages
Adjusting for 90 Day Delinquency
Dated: 02/03/2014 • 9 pages
ALM Downloads
Dated: 02/03/2014 • 42 pages
Asset Verification Service Agreement - Wisconsin
Dated: 06/07/2011 • 11 pages
ATM/Debit User Guide
Dated: 02/03/2014 • 51 pages
ATM Surcharge Rebates
Dated: 02/03/2014 • 9 pages
Auditing Employee Access to CU*BASE Tools / Data Center Employee Security
Dated: 02/03/2014 • 17 pages
Audit Tracker
Track Member Activity Related to Compliance
Dated: 02/03/2014 • 2 pages
Automated Funds Transfer/Check Funds Transfer
Dated: 02/03/2014 • 30 pages
Updated Automated Non-Returns
Dated: 09/01/2014 • 48 pages
Automated Reports and Queries
Dated: 02/03/2014 • 19 pages
Auto Security
Dated: 02/03/2014 • 4 pages
Using the Answer Book
Dated: 02/03/2014 • 4 pages
Working With AIRES and CU*BASE
Dated: 02/03/2014 • 20 pages

B

Balancing Act of Managing Your Cash Inventory
Dated: 02/03/2014 • 7 pages
Balancing Made Easy
Dated: 02/03/2014 • 55 pages
Bankruptcy Tools
Dated: 11/20/2013 • 4 pages
Bank Secrecy Act Monitoring Tools
Dated: 03/11/2014 • 36 pages
Online Ballots
Dated: 02/05/2014 • 25 pages
Using the Member Branch Reassignment Tool
Dated: 02/03/2014 • 6 pages

C

Updated 5300 Call Report and CU*BASE Tools booklet
Dated: 09/09/2014 • 51 pages
5300 Call Report Brochure
Dated: 01/13/2014 • 4 pages
Updated 5300 Call Report Upload Steps
Dated: 09/09/2014 • 5 pages
Bump Certificates
Dated: 02/03/2014 • 13 pages
CASS Certification Procedures
Dated: 02/03/2014 • 16 pages
Certificate Forms
Dated: 02/03/2014 • 9 pages
Certificate Variable Rates
Dated: 02/03/2014 • 7 pages
CheckViewer: Accessing Checks
Dated: 02/03/2014 • 4 pages
Client Support Information
(CSR Help Desk)
Dated: 02/03/2014 • 6 pages
Club Account Processing
Dated: 02/03/2014 • 20 pages
Updated Collateral: Tools for Tracking Property Securing Loans
Dated: 09/09/2014 • 20 pages
Communication with Members
Dated: 02/05/2014 • 8 pages
Concentration Risk Analysis (brochure)
Dated: 02/03/2014 • 4 pages
Updated Configuring Tools for Collections
Dated: 09/08/2014 • 35 pages
Converting Your Back Office
Dated: 02/03/2014 • 8 pages
CPI Force-Placed Insurance
Dated: 02/03/2014 • 13 pages
Updated Credit Cards: Configuration Guide
Dated: 09/08/2014 • 68 pages
Updated Credit Cards: User Guide
Dated: 09/08/2014 • 126 pages
Credit Score Soft Pulls - Increase Your Loan Sales with Credit Score Soft Pulls
Dated: 02/03/2014 • 4 pages
Cross-Selling and Next Suggested Product
Dated: 03/19/2014 • 29 pages
CTR Automated Uploads to FINCEN
Dated: 02/21/2014 • 2 pages
CU*BASE Calculations for Insurance and Debt Protection
Dated: 10/25/2013 • 4 pages
CU*CD User Guide: Viewing Reports and Statements on CD-ROM
Dated: 11/07/2008 • 14 pages
CU*SPY E-Statements and Online Reports
Dated: 12/07/2010 • 4 pages
Updated 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: 09/08/2014 • 5 pages
CU*TALK Audio Response: Introductory/Startup Guide
Dated: 08/31/2011 • 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: 06/27/2013 • 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: 02/03/2014 • 4 pages
CUSC Acquirer
Dated: 02/03/2014 • 31 pages
How to Tracker from Cross Sales
Dated: 02/03/2014 • 5 pages
How to Work with Member Follow-ups
Dated: 02/03/2014 • 10 pages
Online Credit Bureau Access: 247 Lender Setup Form
Dated: 08/07/2006 • 1 pages
Online Credit Bureau Access: Application for Special Credit Report Pricing (Experian)
Dated: 06/29/2011 • 1 pages
Online Credit Bureau Access: Application for Special Credit Report Pricing (TransUnion/CBC Innovis)
Dated: 07/26/2011 • 1 pages
Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide
Dated: 06/27/2013 • 20 pages
Online Credit Bureau Access and 247 Lender (2): Configuring 247 Lender and the Approval Matrix
Dated: 06/11/2014 • 25 pages
Online Credit Bureau Access and 247 Lender (3): User Guide
Dated: 02/03/2014 • 56 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: 05/05/2014 • 1 pages
Principal Distributions Certificates
Dated: 02/03/2014 • 11 pages

D

CU*BASE Leadership Dashboards
Dated: 07/10/2014 • 4 pages
CU*BASE Management Dashboards brochure
Dated: 02/03/2014 • 8 pages
Data Archival Options Form
Dated: 01/24/2014 • 3 pages
Database Inquiry Flyer
Dated: 02/03/2014 • 2 pages
Debit Card Round Up
Dated: 02/03/2014 • 14 pages
Defense MD: Backup Tape Encryption for Self Processors
Dated: 02/03/2014 • 19 pages
Direct Mail Post: Importing Transaction Files and Posting Them Via Direct Mail
Dated: 08/11/2014 • 14 pages
Dividend Donations: Starting a Program for Your Members
Dated: 02/03/2014 • 7 pages
Documentation: Tricks of the Trade
Refer to the Documentation Tricks of the Trade page
Dormancy and Escheat Monitoring
Dated: 07/29/2014 • 31 pages
Downloading Financial Statements to Excel
Dated: 02/03/2014 • 9 pages
Miscellaneous/Member Services Denial Notices
Dated: 02/03/2014 • 11 pages
My Favorite Dashboards and Reports and CU*SPY Daily Reports
Documentation on many CU*BASE dashboards and reports and the Daily CU*SPY reports.

E

E-Alerts
Dated: 02/14/2014 • 18 pages
e-Documents: 2020iDOC Administrator Guide (booklet)
Dated: 06/26/2009 • 11 pages
e-Documents: Electronic Documents Strategies and Solutions
Refer to the Special Interest Publications Page.
e-Documents: Electronic Photo ID Capture User Guide (booklet)
Dated: 02/03/2014 • 22 pages
e-Documents: Electronic Receipts User Guide (booklet)
Dated: 02/03/2014 • 32 pages
e-Documents: Printing Electronic Loan Forms
Dated: 02/03/2014 • 13 pages
e-Documents: Quick Reference Guide
Dated: 02/03/2014 • 2 pages
E-Statements (for On-Line Credit Unions)
Dated: 06/10/2011 • 4 pages
E-Statements (for Self-Processing Credit Unions)
Dated: 06/10/2011 • 4 pages
E-Statements - New Look
Dated: 04/17/2012 • 4 pages
EasyPay Comparison (Fiserv versus iPay)
Dated: 11/09/2012 • 3 pages
EasyPay powered by Fiserv Brochure
Dated: 01/18/2013 • 4 pages
EasyPay powered by Fiserv Product Overview and User Guide
Dated: 07/29/2014 • 54 pages
EasyPay powered by iPay Brochure
Dated: 08/07/2013 • 4 pages
EasyPay powered by iPay Product Overview and User Guide
Dated: 02/03/2014 • 43 pages
eDOC Solution Brochure
Dated: 09/14/2012 • 12 pages
Effective Dating for Member Transactions
Dated: 02/03/2014 • 27 pages
Electronic Deposit Holds and "Member in Good Standing "Configuration
Dated: 04/29/2014 • 22 pages
Encryption - How to Configure CU*BASE Encryption
Dated: 09/20/2012 • 15 pages
Updated Escrow Processing with CU*BASE
Dated: 09/08/2014 • 57 pages
Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
Dated: 02/14/2014 • 25 pages
Wrong Email Addresses - Automated Management of Wrong Email Addresses
Dated: 06/27/2013 • 4 pages

F

CU*BASE and the FFIEC Supplement
Dated: 02/03/2014 • 17 pages
Fee Options with CU*BASE
Dated: 02/03/2014 • 13 pages
FIDM Configuration Files (for Self Processors)
4 files in a Zip archive
Dated: 02/17/2006
File Transfers: Downloading Data from iSeries to PC
Dated: 02/03/2014 • 17 pages
Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions
Dated: 02/03/2014 • 11 pages
FSCC Aquirer Teller Training
Dated: 02/03/2014 • 28 pages
How to Work with Member Follow-ups
Dated: 02/03/2014 • 10 pages
Member Self Service Fees
Dated: 02/03/2014 • 16 pages
Running a FinCEN 314(a) Scan Against Your CU*BASE Database
Dated: 02/05/2014 • 13 pages

G

Gender Generator Brochure
Dated: 02/03/2014 • 4 pages
General Ledger Balancing Tools
Dated: 02/03/2014 • 20 pages
How to Install CU*BASE GOLD
Dated: 05/24/2011 • 22 pages
Importing Transaction Files to the General Ledger
Dated: 08/11/2014 • 12 pages

H

Health Savings Accounts (HSAs)
Dated: 02/03/2014 • 27 pages
Household & Member Statistics
Dated: 02/03/2014 • 33 pages

I

It's Me 247 Documentation
Refer to the It's Me 247 Documentation Page
Updated 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: 09/08/2014 • 5 pages
Instant Card Issue
Dated: 06/05/2014 • 19 pages
IRA Processing
Dated: 02/03/2014 • 37 pages
Updated 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: 09/08/2014 • 3 pages
Mortgage Products: Interest Payment Only Loans
Dated: 02/03/2014 • 21 pages

J

No files under this listing.

K

Knowing Your Members: CU*BASE Relationship Management Tools
Note: This is a large file and my take extra time to download.
Dated: 02/03/2014 • 76 pages

L

Big-Picture Planning for Your Loan Configurations
Dated: 02/03/2014 • 14 pages
Configuring Tools for Your Loan Team
Dated: 06/12/2013 • 49 pages
Laser Checks Brochure
Dated: 03/27/2014 • 4 pages
Laser Printing with CU*BASE
Dated: 04/01/2014 • 22 pages
Lease Loan Tools
Dated: 02/03/2014 • 10 pages
Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
Dated: 02/03/2014 • 11 pages
Legacy Check Ordering
Dated: 02/03/2014 • 4 pages
Lender VP Forms
Dated: 06/13/2014 • 4 pages
Loan Interest Calculation: "360/365 Daily Interest"
Dated: 02/03/2014 • 3 pages
Loan Statement Notices
Dated: 02/03/2014 • 10 pages
Printing Electronic Loan Forms
Dated: 02/03/2014 • 13 pages

M

Create Shortcut (Bookmark) to Mobile Web Banking
Refer to Web Services Announcement and Flyer (For Members)
CU*BASE Management Dashboards brochure
Dated: 02/03/2014 • 8 pages
Marketing Campaigns with Member Connect
Dated: 02/14/2014 • 25 pages
Marketing Clubs: Configuration, Benefits and Enrollment
Dated: 02/03/2014 • 49 pages
Member Demographics
Dated: 02/03/2014 • 4 pages
Microfiche Statement Copy Request
Dated: 03/20/2006 • 1 pages
Miscellaneous Advances
Dated: 02/03/2014 • 9 pages
Updated Miscellaneous Member Account Forms
(Including TIS Disclosures)
Dated: 09/08/2014 • 36 pages
Mobile Text Banking
Dated: 02/03/2014 • 37 pages
Updated Mobile Web Banking
Dated: 09/08/2014 • 28 pages
Month-End Processing Verifications
Dated: 02/03/2014 • 14 pages
Mortgage Products: 360-Day Interest Calculation
Dated: 02/03/2014 • 55 pages
Mortgage Products: Data Capture for Mortgage Closing Forms
Dated: 03/07/2014 • 20 pages
Mortgage Products: Interest Payment Only Loans
Dated: 02/03/2014 • 21 pages

N

Updated Member Notices: Configuring and Printing CU-Defined Notices and e-Notices
Dated: 09/08/2014 • 57 pages
NCUA Share Insurance
Dated: 02/03/2014 • 19 pages
Non-Member Teller Services
Dated: 02/03/2014 • 17 pages

O

Downloading OFAC File Lists for the CU*BASE Data Match System
For Self-Processing Credit Unions
Dated: 08/11/2014 • 15 pages
OFAC Configuration Files (for Self Processors)
6 files in a Zip archive
Dated: 07/09/2014
Online Banking documentation
Refer to the It's Me 247 Documentation Page
Opt In/Opt Out (Reg E) - Managing Your Offering
Dated: 02/03/2014 • 41 pages
Outstanding Loan Recap - Managing your Concentration Risk
Dated: 02/03/2014 • 2 pages
Statement Onsert Brochure
Dated: 02/03/2014 • 4 pages
Tracking "Off Trial Balance" (OTB) Products with CU*BASE
Dated: 02/03/2014 • 57 pages
Using the CU*BASE Data Match System for OFAC Compliance
Dated: 07/29/2014 • 18 pages

P

How To Install ProDoc (CU*Answers ASP)
Dated: 03/06/2013 • 15 pages
New CU*BASE Printer Configuration Request
Dated: 01/20/2012 • 1 pages
Packaging Loans for Sale - Managing your Concentration Risk
Dated: 02/03/2014 • 4 pages
Participation Lending: Fannie Mae Secondary Market Loan Servicing
Dated: 02/03/2014 • 100 pages
Participation Lending: FHLB Secondary Market Loan Servicing
Dated: 02/03/2014 • 96 pages
Participation Lending: Freddie Mac Secondary Market Loan Servicing
Dated: 02/03/2014 • 99 pages
Participation Lending: Standard 365 Loans and Other Loans
Dated: 02/03/2014 • 76 pages
PDF Exports
Dated: 02/06/2014 • 2 pages
PIB: Configuration/User Guide
Dated: 02/03/2014 • 78 pages
PIB Rollout Strategies
Dated: 02/03/2014 • 12 pages
Privacy Controls
Dated: 02/03/2014 • 16 pages
Promise Deposits - Electronic Check Deposits via It's Me 247 Online Banking
Dated: 07/10/2014 • 32 pages
Using a Wireless Signature Pad with ProDOC
Dated: 03/11/2010 • 9 pages

Q

Updated Qualified Dividends
Dated: 09/08/2014 • 20 pages
QualiFile (ChexSystems) Risk Assessment Scans
View the Special Interest Page for more info.
Dated: 02/10/2014 • 2 pages
Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing
Dated: 08/29/2012 • 4 pages
Quicken/QuickBooks Downloads from Online Banking - Signup Form
Dated: 01/16/2013 • 1 pages

R

Downloading Data from CU*BASE to Raddon
Dated: 04/01/2004 • 1 pages
My Favorite Dashboards and Reports and CU*SPY Daily Reports
Documentation on many CU*BASE dashboards and reports and the Daily CU*SPY reports.
Opt In/Opt Out (Reg E) - Managing Your Offering
Dated: 02/03/2014 • 41 pages
Posting Your Remote Deposits to CU*BASE
Dated: 08/11/2014 • 19 pages
Reissuing Cards
Dated: 02/03/2014 • 18 pages
Report Builder
Dated: 02/03/2014 • 4 pages

S

Updated Member Selected Printed Statement Styles
Dated: 08/26/2014 • 27 pages
Periodic Mortgage Statements
Dated: 08/14/2014 • 11 pages
Sales Tracker
Dated: 02/03/2014 • 35 pages
See/Jump Controls
Dated: 08/12/2014 • 12 pages
Selective Marketing through Printed Statements
Dated: 02/14/2014 • 24 pages
Share Bonus Dividend/Loan Interest Rebate Programs
Dated: 02/03/2014 • 20 pages
Shared Branching
Dated: 02/03/2014 • 31 pages
Share Dividend Payment Options
Dated: 02/03/2014 • 9 pages
Skip-a-Pay for Online Credit Cards (booklet)
Dated: 02/03/2014 • 13 pages
Smart Messaging
Dated: 02/03/2014 • 12 pages
Standards for Social Security Numbers
Dated: 02/03/2014 • 16 pages
Standards for Social Security Numbers in New Client Conversions
Dated: 12/05/2007 • 5 pages
Updated Statement Insert Packaging & Labeling Instructions
Dated: 08/19/2014 • 1 pages
Statement Insert Requirements
Dated: 04/09/2014 • 4 pages
Statement Mail Groups
Archiving Statements Without Printing Them
Dated: 02/03/2014 • 6 pages
Statement Onsert Brochure
Dated: 02/03/2014 • 4 pages
Statement Printing & Mailing Instructions
Dated: 02/03/2014 • 9 pages
Tracking Savings Bond Redemption Activity with CU*BASE
Dated: 02/03/2014 • 7 pages
Using the CU*BASE Member Survey
Dated: 02/03/2014 • 14 pages

T

How To Install Epson Thermal Printers (Carswell)
Dated: 08/03/2009 • 12 pages
How To Install Epson Thermal Printers (TM-T88IV USB)
Dated: 08/10/2009 • 15 pages
Teller & Cash Activity Analysis Tools
Dated: 02/03/2014 • 21 pages
Teller Receipt Analysis (overview flyer)
Dated: 12/07/2010 • 4 pages
Teller Transaction Monitoring
Understanding CU*BASE Teller Analysis Reports
Dated: 02/03/2014 • 9 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: 09/08/2014 • 99 pages
Top 10 Software Enhancements of 2012
Dated: 01/10/2013 • 4 pages
Updated Using TCDs: Quick Reference
Dated: 09/08/2014 • 1 pages
Using Teller Cash Dispensers (TCDs) with CU*BASE: Configuration Guide
Dated: 01/08/2013 • 8 pages
Updated Using Teller Cash Dispensers (TCDs) with CU*BASE User Guide
Dated: 09/08/2014 • 46 pages
Updated Using Teller Cash Recyclers (TCRs) with CU*BASE
Dated: 09/08/2014 • 49 pages

U

No files under this listing.

V

Variable Rate Loan Products
Dated: 05/07/2014 • 51 pages

W

New CU*BASE Workstation Configuration Request
Dated: 01/20/2012 • 1 pages
Wire Transfers in CU*BASE
Dated: 02/03/2014 • 18 pages

X

No files under this listing.

Y

Tax Forms Handling Instructions - Self Processing
Dated: 10/30/2013 • 2 pages
Year-End Verification Checklist - Self Processing
Dated: 10/30/2013 • 1 pages
Year End Processing Guide - Online
Dated: 11/21/2013 • 59 pages
Year End Processing Guide - Self Processing
Dated: 11/05/2013 • 80 pages

Z

Creating Zero-Dollar Transactions in CU*BASE
Leaving Messages for Members via Account Transaction History
Dated: 02/03/2014 • 6 pages
 

Ways to Stay Connected

Subscribe
to RSS
Read the
NewsStand

also find us on and LinkedIn

Please wait... loading