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.
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| Receipts | 3 years | Set by Credit Union |
| Photo ID | Indefinite | Set by Credit Union |
| Loans | 6 years | Set by Credit Union |
| Membership Forms | Indefinite | Set by Credit Union |
| Reports | 1 year | Set by Credit Union |
| eStatements | 18 months | Set by Credit Union |
| Credit Bureau Reports | Life of the Loan | Set by Credit Union |
| Miscellaneous Member Forms | - | Set by Credit Union |
| Tax Documents | 3 years | Set by Credit Union |
| Accounts Payable | 18 months | Set by Credit Union |
| Scanned Documents | Depends on type | Set 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 apply | Yes via ArchView module, no additional cost |
