| A | Updated | A2A (Account-to-Account) Transfers User Guide | 11/14/2023 |
| A | | A2A Features Overview Brochure | 05/23/2022 |
| A | | AIRES File Request & Authorization Form
Use this if you want help creating your AIRES files and sending them to your CEO or examiner. | 10/18/2022 |
| A | | AIRES and CU*BASE | 02/07/2023 |
| A | | ALM Downloads | 06/12/2023 |
| A | | ATM Surcharge and Service Charge Rebates | 07/10/2020 |
| A | | ATM/Debit User Guide | 10/01/2021 |
| A | | Abnormal Activity Monitoring – Member Group | 03/31/2022 |
| A | | Abnormal Activity Monitoring – Transaction Patterns | 03/31/2022 |
| A | | Accrual Verification Handbook | 03/17/2017 |
| A | | Adjusting for 90 Day Delinquency | 03/17/2017 |
| A | | Allied IQQ Integration Reference Guide | 04/24/2020 |
| A | | Archview Help | 01/24/2020 |
| A | | Asset Verification Service Agreement – Wisconsin | 03/17/2017 |
| A | | Associated Applications | 03/01/2019 |
| A | | Asterisk Intelligence: Data Warehouses | 03/29/2019 |
| A | | Audit Tracker | 03/17/2017 |
| A | | Auditing Employee Access to CU*BASE Tools / Data Center Employee Security | 03/17/2017 |
| A | | Automated Deposit Holds
Looking for “Electronic Deposit Holds”? This is the booklet you want! | 08/10/2023 |
| A | | Automated Funds Transfer (AFT) & Check Funds Transfer (CFT) | 05/13/2022 |
| A | | Automated Non-Returns (ANR) | 10/06/2021 |
| A | Updated | Automated Reports and Queries | 11/16/2023 |
| A | | Available ACH Transaction Options with CU*Answers | 10/06/2023 |
| A | | Configuring Tools for Accounts Payable | 10/26/2023 |
| A | | Posting and Settling Prior Date ACH Transactions | 03/29/2021 |
| A | | Using the Answer Book | 03/02/2020 |
| B | | Balancing Act of Managing Your Cash Inventory | 03/17/2017 |
| B | | Balancing Made Easy | 09/01/2023 |
| B | | Bank Secrecy Act (BSA) Monitoring Tools | 10/06/2023 |
| B | | Bankruptcy Tools | 02/15/2019 |
| B | | Biz Watch for ACH | 12/12/2022 |
| B | Updated | BizLink247 Business Online Banking Guide | 12/04/2023 |
| B | | BizLink247 User Permissions Form | 11/15/2022 |
| B | | Budgeting with CU*BASE | 05/28/2019 |
| B | | Bump Rate Certificates | 01/04/2022 |
| B | | New Branch Form | 02/20/2018 |
| B | | Online Ballots | 10/29/2021 |
| B | | Using the Member Branch Reassignment Tool | 01/22/2019 |
| C | | 5300 Call Report Brochure | 01/30/2023 |
| C | | 5300 Call Report Upload Steps | 10/09/2020 |
| C | | 5300 Call Report and CU*BASE Tools | 03/31/2023 |
| C | | CASS Certification Procedures | 10/18/2019 |
| C | | CLR Path Decision Advisor | 10/26/2023 |
| C | | COOP Shared Branching at the Teller Line | 10/26/2023 |
| C | | CPI Force-Placed Insurance | 07/10/2020 |
| C | | CTR Automated Uploads to FINCEN | 01/18/2018 |
| C | | CU*BASE Calculations for Insurance and Debt Protection | 03/17/2017 |
| C | | CU*BASE Customer Master Database Information (for Online Clients) | 04/09/2018 |
| C | | CU*BASE Daily Reports
Looking for “My Favorite CU*BASE Daily Reports”? This is the book! | 08/14/2023 |
| C | | CU*BASE and Compromised Cards | 07/14/2020 |
| C | | CU*CD User Guide: Viewing Reports and Statements on CD-ROM | 03/17/2017 |
| C | | CU*Forms | 10/06/2023 |
| C | | CU*SPY E-Statements and Online Reports | 03/17/2017 |
| C | | CU*TALK Audio Response: Introductory/Startup Guide | 10/24/2022 |
| C | | CU*TALK Change Request: Configuration | 12/27/2021 |
| C | | CU*TALK Change Request: Rate Messages | 03/17/2017 |
| C | | CU*TALK and It’s Me 247 New Client Setup Form | 07/23/2021 |
| C | | CU*Talk Security | 10/31/2022 |
| C | | Card Activity Rebates (CAR) | 07/13/2018 |
| C | | Card Controls User Guide | 08/22/2018 |
| C | | Certificate Forms | 10/06/2021 |
| C | | Certificate Variable Rates | 03/17/2017 |
| C | | Charge Off Savings/Checking Accounts | 07/28/2023 |
| C | | Check Ordering | 11/29/2022 |
| C | | Club Account Processing | 03/03/2022 |
| C | | Collateral: Tools for Tracking Property Securing Loans | 10/19/2018 |
| C | | Communication with Members | 01/17/2023 |
| C | | Concentration Risk Analysis | 12/07/2017 |
| C | | Configuring Tools for Accounts Payable | 10/26/2023 |
| C | | Configuring Tools for Collections | 08/14/2020 |
| C | | Converting Checking Accounts | 11/24/2020 |
| C | | Credit Card Promotions Guide | 05/21/2021 |
| C | | Credit Cards: Configuration Guide | 03/17/2017 |
| C | | Credit Cards: User Guide | 11/15/2022 |
| C | | Credit Scores in Online Banking | 10/06/2023 |
| C | | Cross-Selling and Next Suggested Product | 12/07/2017 |
| C | | How Check Holds Work | 05/05/2023 |
| C | | How to Tracker from Cross Sales | 03/17/2017 |
| C | | Online Credit Bureau Access and FUEL (1) Introductory and Startup Guide (FUEL) | 08/10/2023 |
| C | | Online Credit Bureau Access and FUEL (2) Configuring FUEL and the Approval Matrix | 05/05/2023 |
| C | | Online Credit Bureau Access and FUEL (3) User Guide | 10/06/2023 |
| C | | Online Credit Bureau Access: Setup Form | 02/01/2022 |
| C | | Principal Distribution Certificates | 03/17/2017 |
| D | | ATM/Debit User Guide | 10/01/2021 |
| D | | Asterisk Intelligence: Data Warehouses | 03/29/2019 |
| D | | Automated Deposit Holds
Looking for “Electronic Deposit Holds”? This is the booklet you want! | 08/10/2023 |
| D | | CU*BASE Leadership Dashboards | 10/19/2018 |
| D | | CU*BASE Management Dashboards | 03/17/2017 |
| D | | Data Archival Options Form | 03/17/2017 |
| D | | Debit Card Round Up | 12/12/2022 |
| D | | Defense DB: Database Encryption for Self-Processors
Introductory flyer, for our Self Processing Credit Union Partners | 02/27/2009 |
| D | | Defense MD: Encrypted Tape Backups for Self Processors
User Guide | 03/17/2017 |
| D | | Defense MD: Encrypted Tape Backups for Self-Processors
Introductory flyer, for our Self Processing Credit Union Partners | 07/31/2007 |
| D | | Deposit Secured Loans
Looking for CD/Share Secured Loans? This is what you need! | 06/13/2023 |
| D | | Dividend Donations: Starting a Program for Your Members | 03/17/2017 |
| D | | Dormancy and Escheat Monitoring | 10/26/2023 |
| D | | Downloading Financial Statements to Excel | 01/17/2020 |
| D | | Importing Transaction Files and Posting Them Via Direct Mail | 06/21/2019 |
| D | | Member Service Denial Notices | 03/17/2017 |
| D | | Self-directed Data Floods | 10/26/2023 |
| E | | E-Alerts | 10/06/2023 |
| E | | Effective Dating for Member Transactions | 03/01/2019 |
| E | | Employee Security Audit | 03/12/2021 |
| E | | Escrow Processing with CU*BASE | 02/23/2023 |
| E | | Getting Started with E-Statements | 01/17/2023 |
| E | | Wrong Email Addresses – Automated Management of Wrong Email Addresses | 03/17/2017 |
| E | | e-Documents: Electronic Documents Strategies and Solutions | |
| E | | e-Documents: Electronic Photo ID Capture User Guide | 03/17/2017 |
| E | | e-Documents: Electronic Receipts User Guide | 03/17/2017 |
| E | | e-Documents: Quick Reference Guide | 03/17/2017 |
| F | | CU*BASE and the FFIEC Supplement | 08/06/2018 |
| F | | FIDM Configuration Files for Self-Processors
These are files within a Zip archive | 11/08/2019 |
| F | | Fee Options with CU*BASE | 03/17/2017 |
| F | | File Transfers: Downloading Data from iSeries to PC | 07/15/2020 |
| F | | Financial Institutions Data Match (FIDM) Act: Compliance for CU*BASE Credit Unions | 08/24/2020 |
| F | | Flex Loans | 11/07/2023 |
| F | | Fraud Block Lists – Supplemental Guide | 10/06/2021 |
| F | | Frost VisualGAP Integration | 08/08/2019 |
| F | | How to Work with Member Follow-ups | 05/19/2017 |
| F | | Member Self Service Fees | 03/17/2017 |
| F | | Running a FinCEN 314(a) Scan Against Your CU*BASE Database | 01/24/2023 |
| F | | Self-directed Data Floods | 10/26/2023 |
| G | | General Ledger Balancing Tools | 03/17/2017 |
| G | | How to Install CU*BASE GOLD | 03/17/2017 |
| G | | Importing Transaction Files to the General Ledger | 06/21/2019 |
| H | | Health Savings Accounts (HSAs) | 10/18/2019 |
| H | | Household & Member Statistics | 12/07/2017 |
| H | | How File Uploads Work | 01/18/2021 |
| I | | CU*Answers Item Processing Manual | 03/17/2017 |
| I | | CU*TALK and It’s Me 247 New Client Setup Form | 07/23/2021 |
| I | | I-Plan
A Comprehensive Support Plan for our Self Processing Credit Union Partners | 03/30/2007 |
| I | | IRA Processing | 11/07/2023 |
| I | | Importing a List of Prospective Member Names into the CU*BASE Pending Membership Applications Database | 06/21/2019 |
| I | | Indirect Lending: Ready to Book
Ready to Book LOS Integration: Third-party Loan Origination | 02/25/2019 |
| I | | Indirect Lending: Ready to Look | 01/17/2023 |
| I | | Instant Card Issue | 03/17/2017 |
| I | | Instant Deposits | 11/19/2021 |
| I | | Integration Manager User Guide | 08/04/2020 |
| I | | Interest Payment Only Loans (CU*BASE Mortgage Products) | 05/13/2022 |
| I | | It’s Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide | 01/04/2022 |
| I | | It’s Me 247 Bill Pay (Paymentus) Product Overview and User Guide | 10/06/2023 |
| I | | It’s Me 247 Bill Pay (iPay) Product Overview and User Guide | 01/04/2022 |
| I | | It’s Me 247 Bill Pay Feature Comparison | 09/17/2018 |
| I | | It’s Me 247 Configuration Change Request Form | 10/04/2021 |
| I | | It’s Me 247 P2P User Guide | 10/06/2023 |
| K | | Knowing Your Members: CU*BASE Relationship Management Tools | 11/28/2022 |
| L | | Big-Picture Planning for Your Loan Configurations | 04/04/2022 |
| L | | Configuring Tools for Your Loan Team | 10/26/2023 |
| L | | Laser Printing with CU*BASE | 08/13/2020 |
| L | | Lease Loan Tools | 03/17/2017 |
| L | | Leaving Special Messages for Online Banking and Audio Response | 09/07/2021 |
| L | | Loan Interest Calculation: “360/365 Daily Interest” | 03/17/2017 |
| L | | Loan Participation Settlement Procedures | 05/20/2019 |
| L | | Loan Statement Notices | 10/06/2023 |
| L | | OpenLending Loans | 10/01/2021 |
| M | | CU*BASE Management Dashboards | 03/17/2017 |
| M | | Interest Payment Only Loans (CU*BASE Mortgage Products) | 05/13/2022 |
| M | | MACO: Multi-Authentication Convenience Options | 08/06/2018 |
| M | | MAP: Applying for a Membership Online | 03/02/2023 |
| M | | MLA Workflow and Procedures | 03/17/2017 |
| M | | MOP: Demystifying Compliance and Risk Management | 06/30/2021 |
| M | | MOP: Opening a Membership Online | 03/06/2023 |
| M | | Marketing Campaigns with Member Connect | 01/17/2023 |
| M | | Marketing Clubs: Configuration, Benefits and Enrollment | 10/06/2023 |
| M | | Member Demographics | 12/07/2017 |
| M | | Miscellaneous Advances | 03/17/2017 |
| M | | Miscellaneous Member Account Forms | 11/06/2020 |
| M | | Mobile App Card Controls | 11/22/2019 |
| M | | Mobile Text Banking | 09/29/2022 |
| M | | Month-End Processing Verifications | 09/14/2022 |
| M | | Mortgage Products: 360-Day Interest Calculation | 01/17/2023 |
| M | | Mortgage Products: Data Capture for Mortgage Closing Forms | 03/17/2017 |
| M | | My Favorite CU*BASE Daily Reports
| 10/18/2019 |
| M | | View Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members) | |
| N | | Implementing Your Credit Union’s Name Change | 11/12/2020 |
| N | | Member Notices: Configuring and Printing CU-Defined Notices and e-Notices | 10/06/2023 |
| N | | NCUA Share Insurance | 04/23/2020 |
| N | | Native Receipts | 10/06/2023 |
| N | | Network Community Controls | 05/23/2022 |
| N | | Non-Member Teller Services | 05/12/2021 |
| O | Updated | 1Click Offers | 11/08/2023 |
| O | | Downloading OFAC File Lists for the CU*BASE Data Match System | 08/07/2019 |
| O | | OFAC Configuration Files for Self-Processors
These are files within a .zip archive. | 08/07/2019 |
| O | | OpenLending Loans | 10/01/2021 |
| O | | Opt In/Opt Out (Reg E) – Managing Your Offering | 11/08/2021 |
| O | | Outstanding Loan Recap – Managing your Concentration Risk | 03/17/2017 |
| O | | Statement Onsert Brochure | 05/26/2022 |
| O | | Tracking “Off Trial Balance” (OTB) Products with CU*BASE | 09/29/2022 |
| O | | Using the CU*BASE Data Match System for OFAC Compliance | 12/02/2022 |
| O | | View Online Banking Documentation | |
| P | | How To Install ProDoc (CU*Answers ASP) | 03/17/2017 |
| P | | Loan Participation Settlement Procedures | 05/20/2019 |
| P | | New CU*BASE Printer Configuration Request | 03/17/2017 |
| P | | PIB Rollout Strategies | 12/09/2021 |
| P | | PIB: Configuration/User Guide | 12/29/2021 |
| P | | Packaging Loans for Sale: Managing your Concentration Risk | 05/02/2023 |
| P | | Participation Lending Brochure | 04/25/2023 |
| P | | Participation Lending: FHLB Secondary Market Loan Servicing | 04/27/2023 |
| P | | Participation Lending: Fannie Mae Secondary Market Loan Servicing | 04/27/2023 |
| P | | Participation Lending: Freddie Mac Secondary Market Loan Servicing | 04/27/2023 |
| P | | Participation Lending: Standard 365 Loans and Other Loans | 09/06/2023 |
| P | | Payment Reversals/Adjustments | 01/24/2020 |
| P | | Positive Pay | 10/06/2023 |
| P | | Privacy Controls | 12/19/2019 |
| P | | Private Contacts | 11/19/2021 |
| P | | Purchasing Prepaid Debit Cards | 06/13/2023 |
| Q | | QualiFile (ChexSystems) Risk Assessment Scans | 03/17/2017 |
| Q | | Qualified Dividends | 12/09/2021 |
| Q | | Quicken/QuickBooks Downloads | 02/22/2022 |
| Q | | Quicken/QuickBooks Downloads from Online Banking – Signup Form | 02/20/2018 |
| R | | Downloading Data from CU*BASE to Raddon | 03/17/2017 |
| R | | My Favorite CU*BASE Daily Reports
| 10/18/2019 |
| R | | Opt In/Opt Out (Reg E) – Managing Your Offering | 11/08/2021 |
| R | | Posting Remote Deposits (RDC) to CU*BASE | 07/24/2023 |
| R | Updated | RTP FAQ | 11/30/2023 |
| R | | Reissuing Cards | 11/12/2020 |
| R | | Remote Deposit Capture (RDC) | 07/24/2023 |
| R | | Report Builder | 03/17/2017 |
| R | | Resource Guide: Teller Best Practices | 08/05/2022 |
| S | | Member Elected Loan Skip-a-Payment | 12/21/2022 |
| S | | Member Selected Printed Statement Styles | 11/24/2021 |
| S | | Periodic Mortgage Statements | 08/16/2022 |
| S | | Sales Tracker | 01/31/2019 |
| S | | See/Jump Controls | 01/17/2023 |
| S | | Selective Marketing through Printed Statements | 10/05/2022 |
| S | | Selling Products Online | 05/05/2023 |
| S | | Share Bonus Dividend/Loan Interest Rebate Programs | 01/14/2020 |
| S | | Share Dividend Payment Options | 10/18/2019 |
| S | | Skip-a-Payment for Online Credit Cards | 10/01/2021 |
| S | | Stand-In Processing | 03/17/2017 |
| S | | Standards for Social Security Numbers (SSN) in CU*BASE | 03/17/2017 |
| S | | Standards for Social Security Numbers (SSN) in New Client Conversions | 03/17/2017 |
| S | | Statement Insert Packaging & Labeling Instructions | 03/17/2017 |
| S | | Statement Insert Requirements | 03/17/2017 |
| S | | Statement Mail Groups | 03/17/2017 |
| S | | Statement Onsert Brochure | 03/17/2017 |
| S | Updated | Statement Printing & Mailing Instructions | 11/16/2023 |
| S | | Statement Processing & Verification Tasks
For CU*BASE Data Centers and Self-Processing Credit Union Partners | 10/20/2016 |
| S | | Sunday Processing Request Form | 03/17/2017 |
| S | | Tracking Savings Bond Redemption Activity with CU*BASE | 03/17/2017 |
| S | | Using the CU*BASE Member Survey | 10/26/2023 |
| T | | How To Install Epson Thermal Printers (Carswell) | 03/17/2017 |
| T | | How To Install Epson Thermal Printers (TM-T88IV USB) | 03/17/2017 |
| T | | Mobile Text Banking | 09/29/2022 |
| T | | Setting up and Maintaining a Training Library
For our Self Processing Credit Union Partners | 06/01/2022 |
| T | | TILA-RESPA Integrated Disclosures (TRID) | 03/17/2017 |
| T | | Teller & Cash Activity Analysis Tools | 12/07/2017 |
| T | | Teller Transaction Monitoring | 03/17/2017 |
| T | | Tiered Service Levels – Implementation Guide | 06/30/2021 |
| T | | TruStage Protection Advisor Integration | 10/26/2023 |
| T | | Using TCDs/TCRs with CU*BASE | 10/18/2019 |
| V | | Variable Rate Loan Products | 10/06/2023 |
| V | | Vault Manager | 03/17/2017 |
| W | | New CU*BASE Workstation Configuration Request | 03/17/2017 |
| W | | Wire Transfers in CU*BASE | 11/10/2020 |
| W | | Write-Off/Charge-Off Tools | 05/05/2023 |
| X | | Xtend Shared Branching | 10/25/2022 |
| Y | | Year-End Processing Guide Supplement: 1042-S Tax Forms | 11/02/2023 |
| Y | Updated | Year-End Processing Guide: Online Credit Unions | 11/13/2023 |
| Y | | Year-End Processing Guide: Self-Processing Credit Unions | 11/02/2023 |
| Y | | Year-End Tax Forms Archival Instructions: Self Processing | 11/02/2023 |
| Z | | Creating Zero-Dollar Transactions in CU*BASE | 03/17/2017 |
