Notification of CEO Change


CEO Onboarding Checklist

Is your credit union changing CEOs? We would love to update your information in CU*BASE and update the appropriate teams here at CU*Answers! Please inform us of the New CEO name, the effective date, and upload a letter from the Board Chair informing us of the change on credit union letterhead.

  • MM slash DD slash YYYY
  • Max. file size: 128 MB.


Once the CSR team receives the letter from the Board Chair informing us of the change, we will work with our teams to process the change in various places at CU*Answers. This will help keep your team information connected with the right people at CU*Answers. We need a letter from the Board Chair as they are the next level over the CEO. The initial notification of changes and updates to CU*BASE does not have a fee associated. If you will be updating the signature image for Corporate Checks and Money Order, there may be fees from our Lender*VP Forms team.

Next Steps

Once the request is received a member of the Client Services and Education team will follow up and confirm the requested change date and provide the signature image to Lender*VP Forms. The Lender*VP team will contact you for any items related to the signature image and billing.


Letter from the board.

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