Get Cass Certification Procedures - Cu*answers

This guide provides a comprehensive overview of the CASS Certification Procedures for CU*Answers, tailored to assist users in navigating the online certification process. By following these steps, users can ensure their member addresses are CASS-certified, improving mailing accuracy and reducing postal costs.

Follow the steps to successfully complete the CASS Certification Procedures.

1. Press the 'Get Form' button to access the CASS Certification Procedures document and open it for editing.
2. Review the introduction section to understand the purpose of CASS certification and its benefits for your organization.
3. Follow the outlined process for verification of CU*BASE software. If this is your first certification, ensure that the correct programs are resident on your system by contacting CU*Answers.
4. Notify and set up with Sage Direct to ensure your credit union can utilize the CASS certification service. Identify your institution as a CU*Answers Self Processing client.
5. Ensure the CASS certification flag is activated in your system configuration to receive postal discounts associated with CASS certification.
6. Extract name and address files from your membership database to prepare them for certification. Complete this step when no other users are logged into CU*BASE.
7. Send the certification file to Sage Direct, ensuring to encrypt it for security. Use FTP methods as provided in the document.
8. Wait for Sage Direct to process and return the file to you, ensuring to verify all changes stated on the audit report before proceeding.
9. Upload the final name and address file back to CU*BASE once you have verified the changes to prevent any data corruption.
10. Perform final cleanup by manually correcting any addresses as noted during the verification process, especially those marked as 'PROBLEM'.

Complete your CASS Certification Procedures online to maintain accurate member address data and maximize postal efficiency.