New Branch

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Is your credit union looking to expand and need a new branch configured within CU*BASE? Fill out the New Branch Form and submit it here to get started.

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

Overview

The Client Services and Education Team can use the information collected from the New Branch Form to update CU*BASE on behalf of your credit union. This includes coordination with the Network Services Team. The CSR Team will be responsible for updating the following Tools: #176 Branch Office Description/Modeling Controls, #202 Chart of Accounts/Budget Groups Maintenance and #1008 Your Customer Profile.

Next Steps

Please complete the New Branch Form and return to CU*Answers Client Services at least 30 days prior to your desired configuration date.

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