Build Your Credit Union Customer Profile:
Keeping our connection to our clients is paramount to our shared success. The information in the customer database assures that the most current information about your credit union is communicated and shared with those who need to remain informed.
First, please find the department explanations in our CU*BASE Customer Master Database Information for Online Clients booklet (pages 5-6).
Customer Master Database Information
CU*Answers Related:
Conversion Support Contact Center Promise
This document reviews the service and expectations you will receive from our Conversion Support Contact Center.
Conversion Support Contact Center Promise
ACH Debit Authorization Agreement
Please complete this form so that we can debit your account for monthly CU*Answers invoice. You must be an authorized signer on the account being debited.
ACH Effective Date / Frequency of Debit will be Monthly on the 25th
ACH Debit Authorization Agreement Form
Security Officer Form
This form will designate your primary and back up security officers. Your staff will be directed to contact these individuals when security needs to be granted within CU*BASE.
Education Coordinator Application
The Education Coordinator will assist the Conversion Coordinator and Client Services & Education team with the creation and implementation of the Conversion Education Plan. The Education Coordinator will primarily be responsible for assisting the Presence-Over-Video (POV) trainer by managing the physical classroom. Please recruit applicants to fill the Education Coordinator position.
Education Coordinator Application
Member Service Questionnaire
Please complete the CU*Answers Member Service and Teller Questionnaire so we can better understand your internal policies and procedures. This information is used to supplement our training and support efforts.
Lending Questionnaire
Please complete the CU*Answers Lending Questionnaire so we can better understand your internal policies and procedures. This information is used to supplement our training and support efforts.
Data Archival Form
CU*Answers provides a two-stage data archiving approach. Online short-term data archiving is accomplished with CU*SPY. Our offline long-term data archiving is handled by CU*Archives and provides CD/DVD storage for daily/monthly reports, member statements, credit card statements, mortgage statements, e-loans, and e-receipts. Please choose the Data Archival options in the CU*Answers Store link below that best suits your data archiving needs.
Self-Service Related:
Account-to-Account Transfers
Account-to-Account (A2A) transfer capabilities in CU*BASE and It’s Me 247 Online Banking allow members to initiate transfers between their credit union accounts and accounts at other financial institutions. A third-party vendor, Magic-Wrighter will provide the ACH system which will handle the movement of funds. Magic-Wrighter’s tool is referred to as “On Demand Transfers” or ODT.
In order for a credit union to offer A2A transfer services, the credit union must be an ODFI (Originating Depository Financial Institution).
There is a minimum of a 30-day lead time to implement this feature.
Account to Account Transfers
This document reviews the service and expectations you will receive from our Conversion Support Contact Center.
Lending Related:
Credit Reporting 1-2-3
Please complete this form for each Credit Bureau that you are reporting to today.
Online Credit Bureau Set-up Form
Please complete this form for each Credit Bureau that you pull from. You may need to contact your Credit Bureau account representative or support to obtain some of the information requested.
*Please complete the separate 247 Lender Startup Form if you wish to implement the 247 Lender decision model.
FIS Form (FIS OTB Credit Card) – Secure File Transfer Questionnaire
A standardized Balance Transfer system allows members to transfer funds from a share account type to any OTB credit card, loan or savings product type. Your staff can make payments through CU*BASE or members make payments through It’sMe247.
FIS Secure File Transfer Questionnaire
Back Office Related:
Back Office Support
Please complete this form to identify key credit union staff members who normally complete these tasks. Our on-site support team work directly with these individuals throughout live week to accomplish these tasks.
ACH Conversion Assignments Memo
Please identify the team members who are typically responsible for working ACH account number exceptions. In the event there is a large number of exceptions as a result of the conversion, all of these individuals may be called upon for assistance.
ACH Conversion Assignments Memo
Third Party Related:
Third Party Notification
CU*Answers and the credit union must coordinate the notification and changes necessary for third party vendors. This begins with a notification from you, the credit union, to the vendor of the intent to convert on the assigned date. Please be sure that your conversion coordinator receives copies of these notifications including vendor contact information.
FRB Sending/Receiving Authorization Form
Please complete these Participating Institution sections of these Federal Reserve Forms. Your conversion coordinator will have them signed by the CU*Answers authorized signer and submit them to the Federal Reserve within the required time frame.
FRB Sending/Receiving Authorization Form 3A
FRB Sending/Receiving Authorization Form 2
Qualifile Sign Me Up Form
CU*BASE will streamline how your MSRs use QualiFile to assist with decisions about approving new accounts and memberships. This integration simply takes the data you enter onto CU*BASE screens when opening a new membership or account and sends it to ChexSystems (no re-keying!).
There is a minimum of a 30-day lead time to implement this feature.
Please submit all of your completed forms directly to your CU*Answers Conversion Coordinator.
