CEO Onboarding

  • Notification of CEO Change

    When a Credit Union has a change in CEO, the following steps should be taken


Submit your Signature Change

If you wish for your laser printers to produce the signature(s) on your laser checks, an image must be produced on the iSeries. To produce this image, we will need a signature template for each signature that could appear.

CU*BASE Related Paperwork

Review the store products below and check if any CU*BASE Software related paperwork needs to be completed. Keep in mind that each form will need to be signed by an authorized security officer at your Credit Union. You can view your Credit Union’s security officer list using Tool #1008. Please follow your Credit Union’s security policy in regards to the creation/deletion of Employee IDs.

Keep in Touch

In order to provide your credit union with the best service possible, it is important that we stay connected with your staff. From the CEO to the statement coordinator, if we know who to contact, we can go further together