Our credit union name has changed. What do we need to do?

If your credit union name has changed, please send an email to policysupport@cusolutionsgroup.com to notify us of the change.  Please also notify us if your email address has changed so we can ensure you receive information and updates related to CU PolicyPro.

  1. We will update your credit union name for you on CU PolicyPro (or you can do this yourself through the ADMINISTRATION area).  Click here for written instructions
     
  2. If your email has also changed, you will need to go into you user profile and update your own email address (and user name, if it is your email).  We won't update your user profile unless specifically requested to do so.
     
  3. Any previously published manuals will still have your old credit union name on them – the published manual is a point in time document, so there isn’t any way to update this. You will have to republish in order to see the new credit union name.
     
  4. If you have the credit union name in your customized policies, you can use the SEARCH feature in the CU Policies manual to see which policies include the CU name. For any policy, you can use the find/replace function to update the credit union name. If you would like this done globally, you can send a request to policysupport@cusolutionsgroup.com

If you have any additional questions, please contact the CU PolicyPro Support team at policysupport@cusolutionsgroup.com

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