CU*Forms – Request for Forms

$100.00 /form

If your credit union is looking for the convenience of having CU*Answers build your forms in CU*Forms, simply upload your forms here to start the process with us.

Drop files here or
Accepted file types: pdf, Max. file size: 128 MB.

    Overview

    By providing the Imaging Solutions team with high-quality PDF templates, they can configure the system to auto-populate member data directly from CBX fields into your documents. This setup not only reduces manual entry errors and saves time during the loan or account opening process but also ensures a consistent, professional experience for your members across all branches.

    Once you sign up, a CU*Answers team member will contact you within 7 days to provide a project timeline. The entire setup is efficient, typically reaching completion in under two weeks.

    Requirements

    • Must be an Enhanced Online or Imaging Solutions Release Management client with CU*Forms. If you’re unaware of what client you are, please sign up and an Imaging Solutions Account Executive will reach out to discuss.

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