ATTENTION ONLINE CREDIT UNIONS

Special Tips on Setting Up Trust Accounts in CU*BASE!

Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number.  Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE.  Looking to use a new membership designation?  CU*BASE even has a prompt for that!