Welcome to 2024 Year-End Processing Bulletin #2: Your First Deadline These bulletins will guide you through the year-end processing timeline. Keep an eye on Client News for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 8, 2024 ONLINE CREDIT UNIONS You must review and update your Tax Form Handling Instructions (Tool #916) no later… Read more »
Welcome to 2024 Year-End Processing Bulletin #1: Year-End Kickoff Remember that we are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. STOCKHOLDER REMINDER: If you have not yet returned an… Read more »
ATTENTION CU*ANSWERS STOCKHOLDERS You will receive your payment via a mailed check (directed to your credit union CEO) within the next week or via ACH on December 20th, depending on which payment option you selected. To view our 2023 Audited Financials, ACH Audit and obtain a copy of the Escrow Certification Letter, visit the CU*Answers… Read more »
2023 Year-End Processing Bulletin #3: November Deadline Reminder REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 10th, 2023 Time is closing in… Read more »
Welcome to 2023 Year-End Processing Bulletin #2: Year-End Guides Are Ready REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 2nd, 2023 The… Read more »
Welcome to 2023 Year-End Processing Bulletin #1: Year-End Kickoff REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information October 3rd, 2023 Right now, our… Read more »
ATTENTION CU*ANSWERS STOCKHOLDERS You will receive your payment via a mailed check (directed to your credit union CEO) within the next week or via ACH on December 21st, depending on which payment option you selected. To view our 2022 Audited Financials, ACH Audit and obtain a copy of the Escrow Certification Letter, visit the CU*Answers… Read more »
Important Changes to Deadlines for Ascensus As of December 2nd, Ascensus has updated their deadlines for the year-end tasks detailed below. These new deadlines for are also reflected in the Year-End Processing Guides. The Ascensus deadlines for submitting 1099-R and 1099-SA files, as well as Fair Market Value (FMV) are now scheduled for Tuesday,… Read more »
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 »
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 »
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
