Forms and Documentation

Are you looking for more affordable ways to serve your members?

As users of CU*Answers signature CU*BASE product, many of you already utilize the "shared branching" functionality and relationships with your partner Credit Unions to offer expanded service options for your members. Xtend was challenged by your peers to "build a better mousetrap" for shared branching - a convenient, consistent environment for members with standardized, uniform policies and procedures. Out of these discussions, the Xtend CU Shared Branch was born.

The mission of the Xtend CU Shared Branch is to foster a shared branching environment that will deliver efficient and effective transaction support. Through consistent policies and Best Practices, unified marketing efforts, and brand recognition, this can be accomplished in an atmosphere of cooperation, unity, and excellence.

Join our growing team today! For more information, contact Scott Collins at 800-327-3478 x183 .

Client Information

Shared Branching Policy Manual
Consistent environments are key for the success of shared branching. This manual is the definitive resource for credit unions participating in this program.
Shared Branch Transaction Correction Form
Requesting a transaction correction is easy when you utilize this easy to complete form. Need help finding contact information? Check out one of our valuable links also found on this page.
Shared Branch Contact Information - Great Lakes Region
From time to time credit unions participating in the Shared Branching network may wish to communicate with one another for settlement or other communications needs. This list provides details necessary to reach the primary contact or settlement representative of each credit union within the Great Lakes Region who participates in the Shared Branching network.
Shared Branch Contact Information - West Coast Region
Connect with your Shared Branch network partners on the West Coast for settlement or other communications needs. This list provides the details necessary to get you in touch with your peers.
Shared Branch Addition or Change Form
Are you a new to the Xtend Shared Branch Community? Are you an existing client and opening a new branch or making a change to an existing branch? Let us know. Complete your form online and easily email it Xtend.
Add Shared Branching to Your Credit Union Web Site
Proudly show you are part of the Xtend, Shared Branching Network. Make finding a shared branch location easy for your member by utilizing our Xtend Shared Branching badge on your own credit union web sites.