2019 Year-End Processing Guides for Online or Self-Processing Credit Unions

This booklet supersedes any year-end instructions you may have received from previous years.

Download the Processing Guide

Overview

This guide is provided as a reference to the many tasks and procedures related to the end of the year and annual tax reporting. Start by carefully reviewing the 2019 Tasks and Deadlines shown on Page 8. Review tasks in advance and assign them to the appropriate team member to ensure that all preparations and processes are completed on time and in the proper order.

If you have any questions on any of the topics or procedures covered in this Guide, please contact a CU*Answers Client Service Representative at 616-285-5711 or 800-327-3478.

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