Retention Periods

Document retention periods are set by you, the credit union, if you store documents in-house. The retention periods are determined by CU*Answers for the online option.

Contact the Imaging Solutions team if you have any questions.

Receipts3 yearsSet by Credit Union
Photo IDIndefiniteSet by Credit Union
Loans6 yearsSet by Credit Union
Membership Forms IndefiniteSet by Credit Union
Reports 90 daysSet by Credit Union
eStatements 18 monthsSet by Credit Union
Credit Bureau Reports Life of the LoanSet by Credit Union
Miscellaneous Member Forms -Set by Credit Union
Tax Documents -Set by Credit Union
Accounts Payable -Set by Credit Union
Scanned Documents Depends on typeSet by Credit Union
Board Minutes -Set by Credit Union
Other Documents as deemed necessary by the Credit Union-Set by Credit Union
Checks -Set by Credit Union
Data available to Credit Union on DVD after aged?Yes, fees applyYes via ArchView module, no additional cost
Updated
September 23, 2014

CU*Answers congratulates Mark Fierro on appointment as CEO of CUSO partner eDOC Innovations

Cooperative CUSO CU*Answers offers its congratulations to Mark Fierro, recently appointed as the new CEO of eDOC Innovations, a software development company specializing in mobile enterprise digital transaction management (mDTM®) solutions. Fierro served as eDOC’s interim CEO since November 2018, and previously as Executive Vice President/Chief Operations Officer. John Beauchamp, CU*Answers Vice President of Professional […]

Apr 11, 2019

CU*Answers congratulates Mark Fierro on appointment as CEO of CUSO partner eDOC Innovations

Cooperative CUSO CU*Answers offers its congratulations to Mark Fierro, recently appointed as the new CEO of eDOC Innovations, a software development company specializing in mobile enterprise digital transaction management (mDTM®) solutions. Fierro served as eDOC’s interim CEO since November 2018, and previously as Executive Vice President/Chief Operations Officer. John Beauchamp, CU*Answers Vice President of Professional […]

Apr 11, 2019

The 19.03 Imaging Solutions Release is Coming Soon!

The 19.03 Imaging Solutions Release is Coming Soon!

Online and Enhanced Online Vault Clients: mark your calendars for March 18, when you will receive the 19.03 Imaging Solutions Release. Release Managed Clients: we will be reaching out in the coming days to schedule your upgrade. Read the Imaging Solutions Release Summary   If you have any questions, please email us at imaging@cuanswers.com.

Mar 14, 2019

CU*Answers Imaging Solutions 19.03 release improves credit union’s internet retailer capability

The CU*Answers Imaging Solutions team announced it will release its 19.03 version on March 18, 2019. This release is packed with features to assist credit unions become internet retailers with their members. Most notably, the Imaging Solutions team has partnered with eDOC Innovations to make eDOCSignature™, eDOC’s remote signature capture product, more useful by including […]

Mar 6, 2019

Take Advantage of Our Enhanced Online Imaging Solutions!

Take Advantage of Our Enhanced Online Imaging Solutions!

Ready to up your internet retailing game?  Want to carry out business with your remote members, regardless of where their busy lives might take them?  Looking to do more than our basic online imaging solution provides for?  Check out the greater flexibility provided by our Enhanced Online Imaging Solutions, as well as other solutions including:… Read more »

Feb 7, 2019

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

TCD/TCR Middleware Support Ending April 2019 – Do You Have a Plan?

TCD/TCR Middleware Support Ending April 2019 – Do You Have a Plan?

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.  As of 4/30/19, any machine that is using Lutzwolf middleware for integration to CU*BASE will be… Read more »

Oct 19, 2018