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 1 yearSet 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 18 monthsSet 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

Join Us for a Conversation on Authentication Methods for Interactive Teller Machines

Join Us for a Conversation on Authentication Methods for Interactive Teller Machines

What’s going on with ITM vendors?  What interfaces are in production today and what’s being built?  How do you get started?  Join the conversation and add your voice to what is happening in the world of teller technology alternatives. Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines!  Kicking off our first meeting,… Read more »

Nov 9, 2022

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

As announced at this year’s Leadership Conference, receipts and forms are now available in It’s Me 247, accessible right next to eStatements.  Best of all, these can be accessed for FREE!  You can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. In tandem with this move, effective… Read more »

Oct 26, 2022

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

As announced at this year’s Leadership Conference, receipts and forms are now available in It’s Me 247, accessible right next to eStatements.  Best of all, these can be accessed for FREE!  You can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. In tandem with this move, effective… Read more »

Oct 12, 2022

The 22.10 Imaging Solutions Release is Now Available

The 22.10 Imaging Solutions Release is Now Available

The Imaging Solutions 22.10 Release is available for all online CU*Spy Imaging Credit Unions as of Sunday, October 9th, 2022. Highlights of the 22.10 Imaging Solutions Release include: Xpress Teller Native Receipts are available in active beta Brand new way to do receipts Sign up to be in the beta Important Security Updates Take a… Read more »

Oct 10, 2022

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

As announced at this year’s Leadership Conference, receipts and forms are now available in It’s Me 247, accessible right next to eStatements.  Best of all, these can be accessed for FREE!  You can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. In tandem with this move, effective… Read more »

Sep 27, 2022

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

As announced at this year’s Leadership Conference, receipts and forms are now available in It’s Me 247, accessible right next to eStatements.  Best of all, these can be accessed for FREE!  You can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. In tandem with this move, effective… Read more »

Sep 14, 2022

Have You Heard? Learn About Changes to Virtual StrongBox

Have You Heard?  Learn About Changes to Virtual StrongBox

As announced at this year’s Leadership Conference, receipts and forms are now available in It’s Me 247, accessible right next to eStatements.  Best of all, these can be accessed for FREE!  You can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. In tandem with this move, effective… Read more »

Jun 23, 2022

The 22.05 Imaging Solutions Release is Now Available

The 22.05 Imaging Solutions Release is Now Available

The Imaging Solutions 22.05 Release is available for all online CU*Spy Imaging Credit Unions as of Sunday, May 15th, 2022. Highlights of the 22.05 Imaging Solutions Release include: Color Photo IDs for Enhanced Online Clients New eDOCSignature Features Draw a Date Picker Draw a Memo Field Draw a Drop-down list Important Security Updates Take a… Read more »

May 16, 2022

The People Behind the Brands – Meet Imaging Solutions

The People Behind the Brands – Meet Imaging Solutions

Imaging Solutions helps credit unions archive their data and work with members remotely, with support options for desktop and mobile devices.  Imaging Solutions provides the ability to view statements and reports through CU*Spy and It’s Me 247 online banking, with iDOC allowing users to save receipts, loan forms, member forms and more. Today we’re placing… Read more »

Apr 8, 2022