CU*BASE Reference Materials

Attention Self Processors

Open the working copy of our Self Processing Operational Guide.

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

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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

Account-to-Account (A2A) Transfers: View the Special Interest Page for more info.
Dated:05/28/2009 • 39 pages
Accrual Verification Handbook: Dated:10/24/2008 • 12 pages
ALM Downloads: Dated:03/10/2009 • 18 pages
ASAP Reports (Ask, See, Act, Profit): Dated:04/08/2009 • 8 pages
Updated ATM Daily Maintenance: Dated:06/30/2009 • 38 pages
Audit Tracker: Track Member Activity Related to Compliance
Dated:10/24/2008 • 2 pages
Auditing Employee Access to CU*BASE Tools / Data Center Employee Security: Dated:10/24/2008 • 10 pages
Auto Security: Dated:01/09/2009 • 4 pages
Automated Funds Transfer/Check Funds Transfer: Dated:11/21/2008 • 24 pages
Automated Non-Returns: Dated:03/10/2009 • 43 pages
Using the Answer Book: Dated:05/21/2009 • 4 pages
Working With AIRES and CU*BASE: Dated:04/23/2009 • 11 pages

B

Balancing Made Easy: Dated:05/26/2009 • 43 pages
Bank Secrecy Act Monitoring Tools: Dated:05/12/2009 • 17 pages
Using the Member Branch Reassignment Tool: Dated:12/26/2006 • 6 pages

C

CASS Certification Procedures: Dated:11/21/2008 • 15 pages
Certificate Forms: Dated:04/24/2009 • 10 pages
Certificate Variable Rates: Dated:04/23/2009 • 8 pages
Client Support Information: (CSR Help Desk)
Dated:11/07/2005 • 6 pages
Club Account Processing: Dated:01/17/2008 • 21 pages
Updated Club Account Processing: Dated:06/11/2009 • 24 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:05/13/2009 • 61 pages
Credit Cards: User Guide: Dated:05/21/2009 • 108 pages
Cross-Selling Credit Union Services: Dated:05/21/2009 • 18 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:11/07/2008 • 14 pages
CU*CHECK Viewer: Accessing Checks: Dated:12/01/2007 • 4 pages
CU*CheckViewer: Using the CU*CheckViewer: Dated:05/11/2009 • 1 pages
CU*EasyPay! Product Overview and User Guide: Dated:05/11/2009 • 58 pages
CU*SPY E-Statements and Online Reports: Dated:01/01/2009 • 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:04/23/2009 • 4 pages
Updated CUSC Acquirer: Dated:06/29/2009 • 30 pages
How to Tracker from Cross Sales: Dated:05/11/2009 • 5 pages
How to Work with Member Follow-ups: Dated:05/21/2009 • 9 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:01/09/2009 • 24 pages
Updated Online Credit Bureau Access and 247 Lender (3): User Guide: Dated:06/11/2009 • 51 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:02/09/2009 • 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
Dividend Donations: Starting a Program for Your Members: Dated:03/10/2009 • 10 pages
Dormancy and Escheat Monitoring: Dated:01/09/2009 • 34 pages
Downloading Financial Statements to Excel: Dated:10/05/2007 • 8 pages
Miscellaneous/Member Services Denial Notices: Dated:01/09/2009 • 12 pages

E

Updated NEW e-Documents: Electronic Loan Forms (brochure): Dated:06/29/2009 • 8 pages
Updated NEW e-Documents: Electronic Receipts/Photo ID Capture (brochure): Dated:06/29/2009 • 8 pages
Updated e-Documents: 2020iDOC Administrator Guide (booklet): Dated:06/26/2009 • 11 pages
Updated e-Documents: Electronic Photo ID Capture User Guide (booklet): Dated:06/26/2009 • 13 pages
Updated e-Documents: Electronic Receipts User Guide (booklet): Dated:06/26/2009 • 34 pages
Updated e-Documents: Printing Electronic Loan Forms (booklet): Dated:06/11/2009 • 19 pages
e-Documents: Printing Generic e-Forms: Dated:04/28/2009 • 8 pages
Updated e-Documents: Quick Reference Guide: Dated:06/29/2009 • 2 pages
E-Statements (for On-Line Credit Unions): Dated:11/13/2008 • 4 pages
E-Statements (for Self-Processing Credit Unions): Dated:11/13/2008 • 4 pages
Electronic Deposit Holds and "Member in Good Standing "Configuration: Dated:12/31/2008 • 16 pages
Escrow Processing with CU*BASE: Dated:03/10/2009 • 51 pages
Getting Started with E-Statements: Configuration, Fees, and Member Enrollment
Dated:01/06/2008 • 20 pages

F

Fee Income/Waiver Analysis (overview flyer): Dated:02/17/2009 • 2 pages
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:12/31/2008 • 16 pages
Updated Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions: Dated:06/04/2009 • 12 pages
Member Self Service Fees: Dated:03/10/2009 • 16 pages

G

General Ledger Balancing Tools: Dated:06/03/2009 • 20 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:05/14/2009 • 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:12/12/2008 • 31 pages
Laser Printing with CU*BASE: Dated:06/02/2008 • 22 pages
Updated Lease Loan Tools: Dated:06/11/2009 • 10 pages
Leaving Special Messages for Online Banking and Audio Response: (Including Personalized PC Banking Messages)
Dated:05/01/2009 • 16 pages
Loan Application (Short-Form): Dated:05/21/2009 • 9 pages
Loan Interest Calculation: "360/365 Daily Interest": Dated:07/05/2006 • 2 pages
Loan Statement Notices: Dated:05/21/2009 • 10 pages
My Favorite Lending Reports: Dated:04/09/2009 • 8 pages
Participation Lending: Dated:08/29/2007 • 46 pages
Updated Printing Electronic Loan Forms: Dated:06/11/2009 • 19 pages

M

Marketing Campaigns with Member Connect: Dated:12/07/2007 • 13 pages
Marketing Clubs: Configuration, Benefits and Enrollment: Dated:05/12/2009 • 47 pages
Updated Member Demographics: Dated:06/04/2009 • 4 pages
Microfiche Statement Copy Request: Dated:03/20/2006 • 1 pages
Miscellaneous Advances: Dated:05/11/2009 • 9 pages
Miscellaneous Member Account Forms: (Including TIS Disclosures)
Dated:06/02/2008 • 30 pages
Month-End Processing Verifications: Dated:11/04/2008 • 15 pages
Mortgage Products: 360-Day Interest Calculation: Dated:05/08/2009 • 34 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 NEW! NCUA Share Insurance: Dated:06/10/2009 • 19 pages
Member Notices: Configuring and Printing CU-Defined Notices: Dated:03/10/2009 • 41 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
Updated Using the CU*BASE Data Match System for OFAC Compliance: Dated:06/11/2009 • 15 pages

P

New CU*BASE Printer Configuration Request: Microsoft Word Document
Dated:03/28/2005 • 1 pages
Participation Lending: Dated:05/21/2009 • 48 pages
PIB Made Simple: Try it with your Staff: Dated:02/12/2009 • 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

Qualified Dividends (booklet): Dated:03/10/2009 • 14 pages
Qualified Dividends (overview flyer): Dated:02/23/2009 • 2 pages
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

Updated NEW Reissuing Cards: Dated:06/30/2009 • 14 pages
Downloading Data from CU*BASE to Raddon: Dated:04/01/2004 • 1 pages
Updated My Favorite Reports and CU*SPY Daily Reports: Documentation on many CU*BASE reports and the Daily CU*SPY reports.
Dated:07/03/2009 • 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:05/21/2009 • 32 pages
Selective Statement Inserts: Dated:04/08/2009 • 19 pages
Updated Share Dividend Payment Options: Dated:06/16/2009 • 9 pages
Updated Shared Branching: Dated:06/29/2009 • 18 pages
Skip-a-Pay for Online Credit Cards (booklet): Dated:03/10/2009 • 13 pages
Skip-a-Pay for Online Credit Cards (brochure): Dated:02/17/2009 • 2 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
Updated Tracking Savings Bond Redemption Activity with CU*BASE: Dated:06/11/2009 • 8 pages
Updated Using the CU*BASE Member Survey: Dated:06/04/2009 • 16 pages

T

NEW! TCD Installation and Troubleshooting - De La Rue: Dated:04/14/2009 • 8 pages
TCDs/TCRs - Getting Started Guide: Dated:05/11/2009 • 8 pages
Teller & Cash Activity Analysis Tools: Dated:01/22/2008 • 25 pages
Teller Receipt Analysis (overview flyer): Dated:02/18/2009 • 4 pages
Teller Transaction Monitoring: Understanding CU*BASE Teller Analysis Reports
Dated:05/21/2009 • 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
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:05/18/2009 • 1 pages
Using Teller Cash Dispensers (TCDs) with CU*BASE: Glory
Dated:05/18/2009 • 43 pages
Using Teller Cash Dispensers (TCDs) with CU*BASE: De La Rue, ARCA.CASH (Fujitsu), ISS (Fujitsu), and Diebold
Dated:05/18/2009 • 45 pages
Using Teller Cash Recyclers (TCRs) with CU*BASE: Dated:03/20/2009 • 43 pages

U

No files under this listing.

V

Variable Rate Loan Products: Dated:03/10/2009 • 52 pages

W

New CU*BASE Workstation Configuration Request: Microsoft Word Document
Dated:03/28/2005 • 1 pages
Wire Transfers in CU*BASE: Dated:11/07/2008 • 17 pages

X

No files under this listing.

Y

2008 Tax Forms Handling Instructions - Online: Dated:11/05/2008 • 1 pages
2008 Tax Forms Handling Instructions - Self Processing: Dated:11/05/2008 • 1 pages
2008 Year End Processing Guide - Online: Dated:11/05/2008 • 48 pages
2008 Year End Processing Guide - Self Processing: Dated:11/05/2008 • 71 pages
Year-End Statement Verification - Self Processing: Dated:11/05/2008 • 1 pages
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:05/18/2009 • 6 pages

CU*BASE Reference Materials

Attention Self Processors

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