Tax Form Handling Instructions Due November 14th Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 14, and 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 »
Year-End Guides are Now Available! The 2022 Year-End Processing Guides are now available online! In case you missed our earlier announcement, this year we are opting for an all-digital approach, meaning that we will not be mailing printed copies of the guide to your credit union. This change will allow us to keep the most… Read more »
Welcome to your 2022 Year-End Processing Bulletins! These emails will serve as periodic reminders of tasks, deadlines, and updates on any changes to the published processing schedule or timeline of events. Historically, a printed paper copy of a year-end processing guide is delivered to your credit union each year in late October/early November. While these… 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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Take a look back at some important topics from the first half of November 2024! View Topics
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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