Permitted Document Types

Receipts
Photo ID
LoansLimited *
Membership Forms Limited *
Reports
eStatements
Credit Bureau Reports
Miscellaneous Member Forms
Tax Documents
Accounts Payable
Scanned Documents Limited *
Board Minutes
Other Documents as deemed necessary by the Credit Union
Checks

* Limited means only certain documents are permitted. While some will be permissible, others will  not be. Consult the warranty documents for a complete list.

Updated
May 31, 2016

Action Required: Archival Options Update for Your Credit Union

Action Required: Archival Options Update for Your Credit Union

ATTENTION ONLINE CREDIT UNION CEOS Attention Online Credit Unions that use CU*Spy: there are Archival Option Updates that are required of your credit union. CU*Answers Imaging Solutions will being archiving AP Invoices, Member Forms, and Photo IDs.  We will also be purging AP Invoices that are older than 18 months. Please review and complete the… Read more »

Jan 28, 2019

Still using Lutzwolf? Your TCD/TCRs will stop working on May 5!

Still using Lutzwolf?  Your TCD/TCRs will stop working on May 5!

As a reminder, at the end of 2017 CU*Answers announced that sales of the Lutzwolf TCD/TCR Middleware would be discontinued, and that CU*Answers would additionally be ending all support for the existing Lutzwolf middleware solution by April 30, 2019.  When the 19.05 Release is implemented in May, any machine that is still using Lutzwolf middleware… Read more »

Jan 14, 2019