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

Make Your eStatements Stand Out with Accent Colors!

Make Your eStatements Stand Out with Accent Colors!

Looking for consistency in your marketing to members?  Wish your eStatements and eStatements logo utilized your chosen color scheme?  Imaging Solutions can help!  This new product will help build brand consistency for your credit union, while also giving members comfort and peace of mind with a direct visual reminder that these are official statements from… Read more »

Jan 9, 2020

A Limited Time Offer: As Much As 50% Off In-House Vaults!

A Limited Time Offer: As Much As 50% Off In-House Vaults!

CU*Answers Imaging Solutions is excited to announce a limited-time offer on reduced pricing for In-House Imaging Vaults – your credit union could see as much as a 50% off discount!  Set rules for capturing and storing data with the ultimate in flexibility for your credit union’s imaging strategy.  Features of this In-House solution include: Convert… Read more »

Dec 11, 2019

Strategies for Online Retailing Featuring Virtual StrongBox – Video Recap

Strategies for Online Retailing Featuring Virtual StrongBox – Video Recap

Virtual StrongBox is a FREE* Online Banking feature that allows you to easily send receipts and loan forms directly to members.  An upgrade to Virtual StrongBox Premium presents even more options, such as allowing members to store critical personal documents including wills, trusts, and medical documents. Missed our recent webinar?  You can view a recording… Read more »

Nov 7, 2019

Register Today – Strategies for Online Retailing Featuring Virtual StrongBox

Register Today – Strategies for Online Retailing Featuring Virtual StrongBox

Virtual StrongBox is a FREE* Online Banking feature that allows you to easily send receipts and loan forms directly to members.  An upgrade to Virtual StrongBox Premium presents even more options, such as allowing members to store critical personal documents including wills, trusts, and medical documents. Join us on Tuesday, October 29 from 3:30 PM… Read more »

Oct 18, 2019

CU*Answers and eDOC Innovation collaborating to create CD-secured loans without employee intervention

CU*Answers programmers, including the CUSO’s Imaging Solutions, core processing, and online banking teams, have teamed up with partner CUSO eDOC Innovations to build integration that will allow members to get a CD-secured loan online and without any intervention required from the credit union. The work on 1-click loans will set the stage for further opportunities […]

Sep 5, 2019

Engage & Educate Members on the Benefits of My Virtual StrongBox

Engage & Educate Members on the Benefits of My Virtual StrongBox

Make the most of your Virtual StrongBox investment through new automated marketing and educational emails.  With Virtual StrongBox  Member Engagement Emails, you can educate your members on the benefits and value of the online safe deposit box service your credit union is already providing them, while increasing the adoption rate of users. Send credit union-branded… Read more »

Aug 13, 2019

Make Your eStatements Stand Out with Accent Colors!

Make Your eStatements Stand Out with Accent Colors!

Looking for consistency in your marketing to members?  Wish your eStatements and eStatements logo utilized your chosen color scheme?  Imaging Solutions can help!  This new product will help build brand consistency for your credit union, while also giving members comfort and peace of mind with a direct visual reminder that these are official statements from… Read more »

Jul 31, 2019