2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

Don’t Miss the Deadline!  Tax Form Handling Instructions are Due November 14th   Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14!  And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »

Nov 7, 2022

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Does your credit union use Payveris or iPay as your bill pay provider?  We invite you to join Linda Stearns, Account Executive with SettleMINT EFT, for a discussion on the bill pay payment workflow.  Linda will detail how bill pay payments go through processing, as well as how returned payments are processed.  Click the button… Read more »

Nov 4, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, November 23 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices.  During this session, Cindy will discuss topics including: Tax Forms Handling, Tool #916 Verifying shares and certificates (1099 INT reporting) Verifying loan… Read more »

Nov 4, 2022