Member Service Functions
If I choose to print DBA name, on what forms and other documents will it appear in place of the member name?
  • Member statements
  • Member envelopes (laser and dot matrix)
  • Certificate laser forms
  • Misc. Member Account Forms*
  • Notices
  • Receipts  
  • Denial Notice Forms
  • Generic Membership Application Form
  • Member Starter/Replacement Checks (effective 12/12/05)

Currently DBA name does not print on the transaction history report nor does it appear on the generic loan application forms and loan officer worksheet. 
*For Misc. Member Account Forms, both member name and DBA can be selected. 
You’ll find our Marketing Videos for your Members and our Clients on this site. You will also find all the sneak previews and tutorials on CU*BASE. We’ve included on demand recordings of our exclusive training sessions. We’re also adding versions of the PowerPoint slides from select CU*Answers Events such as the Annual Leadership Conference and the CEO Strategies Week.
A free demonstration of the CTE environment. CTE gives your team a safe place to practice using CU*BASE tools, learn new skills, and experiment with new features without potential harm to your live member data. Whether introducing new employees to CU*BASE or helping existing employees practice new skills, the CTE environment is perfect for keeping your team up to speed on the tools they’ll use every day to serve your members.