Change Non-Member Information

These steps explain how to update non-member information (phone number, address, etc.) in CU*BASE.

• For example, if you wanted to update information for a joint owner who is not a member at your credit union, you would use these instructions.

• Follow your credit union fraud-prevention procedures to verify the individual's identity prior to changing any personal information.

1. Launch Tool #997 Work With Non-Member Database.

2. Specify the type of account on the Non-Member Maintenance screen.

3. Enter the individual's Social Security number.

4. Click the forward arrow.

5. Make the desired changes on the Non-Member Information screen.

6. Click the forward arrow.

7. Click the forward arrow again to move past the OFAC Scan pop-up.

8. Click the forward arrow again to move past the Blocked Persons Database pop-up.