Counting Down to 2019 Year-End Tasks

As summer is coming to a close, we are busy verifying deadlines, completing the year-end guides, and preparing for training here at CU*NorthWest. While Year-End Processing Guides won’t be arriving to your credit union until later in the fall, we wanted to send a reminder to your credit union so that can keep the following items on your radar as we begin to count down to the end of the 2019 calendar year:

• You can update your Tax Form Handling Instructions (Tool #916) now!
• Keep on track with your Month End Processing Tasks

As in years prior, CU*NorthWest will offer year-end training sessions for clients. Keep an eye on your inbox, as we will deliver more detailed information regarding this soon.

Reminder: Time Tested and Trusted Tips for a Smooth Year-End

  • Select a coordinator to assign tasks and ensure they are complete.
  • Review the guide carefully, including any post-publication updates.
  • Review deadlines in advance to avoid missing a task and incurring a fee.
  • Have all year-end staff attend year-end training.
  • Pay special attention to year-end emails as requirements may change.
  • Ask questions! Our teams are here and ready to assist.