Reference Material

Home page for documents, forms, and information associated with Xtend Shared Branching.

Important Documentation

Credit Unions have a variety of policies and procedures in serving their individual members needs. For an Xtend CUSB to operate effectively and to consistenly serve all of our credit unions members, it is important that we peform under certain standardized, uniform policies and procedures.  These policies and procedures are outlined in the Xtend Shared Branch Policies and Procedures Manual. All participating Credit Unions are required to abide by the terms and conditions of the Xtend CUSB/Credit Union agreement.

Shared Branch Policies – 2013

The Xtend Shared Branch Policy and Procedures Manual is for the use of member credit unions and our Xtend CUSB office locations. It specifically identifies the nature of our operating relationships with the participating credit unions and tehir members. Primary input for change and revision to this manual comes through managment at the recommendation of our participating credit unions and the Xtend CUSB Advisory Committe (SBAC) through which every credit union is represented.

Quick Link Documents

Xtend Shared Branch Transaction Correction Form

Xtend Shared Branch Large Dollar/Check Notification Form

Xtend Shared Branch Dispute Form

Individual credit Union input is encouraged. Major changes to policies or procedures will be submitted to the SBAC for review in advance of implementation. The Xtend Board of Directors is responsible for the final acceptance of such changes, which then become policy for all of the participating credit unions. To contact the Xtend SBAC email info@xtendcu.com

http://www.xtendcu.com | Phone: 616.285.5711 | Toll Free: 800.327.3478 | Fax: 616.285.5735
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