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 CU*BASE 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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