At some point during the year your credit union's audit firm may contact your credit union to perform a member account verification.  This involves sending statements with a special message and unique return address, so that members respond to the auditing firm rather than the credit union directly.  Here are some important tips to ensure your audit is successful:
  • CU*Answers cannot change your credit union's return addresses on statements. CU*Answers uses custom statement envelopes for all clients, which cannot be altered.  However, special envelopes can be ordered through Sage Direct, Inc. (our statement processor)  for your auditing needs.  
  • A letter outlining your auditor's request must be faxed to CU*BASE Client Services.  You will be contacted if any questions or concerns arise.
  • Specifications and fees for statement preparation and inserts still apply.