IMPORTANT: Archiving IRS Forms for DRM and eDocs

Once you notified CBS that you have uploaded your IRS Forms, there's one more process that you must use to archive the forms so that they'll appear on in the Document Retrieval Manager and are available to eDocuments.

The instructions for this process are available at the link below:

Click here to access and print the instructions.

Please submit any questions on these instructions to the CBS Issue Tracking System.

IMPORTANT: Changing Forms for CUNA Mutual Group.

As we reported on this Message Center earlier on January 6, 2012, you will receive information to change some CUNA forms to comply with the CUNA Mutual's name change.

To assist with this change, soon after midnight February 1, 2012, we will place the changed forms on the CAMS-ii servers for the credit unions affected by this change.

IMPORTANT: Do not attempt to make these changes prior to February 1, 2012.

At the link below, you can access and print the instructions for the changes that you are responsible for making to activate the forms for CAMS-ii along with the names of the credit unions affected.

Click here to access and print the list.

Please direct any questions concerning this announcement to the CBS Issue Tracking System