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

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

CU*Answers Imaging Solutions partners with RVA Financial Credit Union to create teller automation

CU*Answers Imaging Solutions and RVA Financial Credit Union have teamed up to build an integration between CU*BASE®, CU*Answers’ core processing platform, and RVA Financial’s chosen assisted self-service solution, the Nautilus Hyosung 7800 product. This integration will allow members to access functions on the machine, using self-service or the video teller, that go well beyond typical […]

Jun 10, 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

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