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§ 749.1 - Definitions.

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For purposes of this part:

Vital member services mean informational account inquiries, share withdrawals and deposits, and loan payments and disbursements.

Vital records refer to the following records:

A list of share, deposit, and loan balances for each member's account as of the close of the most recent business day that:

Shows each balance individually identified by a name or number;

Lists multiple loans of one account separately; and

Contains information sufficient to enable the credit union to locate each member, such as address and telephone number.

A financial report, which lists all of the credit union's asset and liability accounts and bank reconcilements, current as of the most recent month-end.

A list of the credit union's accounts at financial institutions, insurance policies, and investments along with related contact information, current as of the most recent month-end.

Emergency contact information for employees, officials, regulatory offices, and vendors used to support vital records.

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§ 749.0 - Purpose and scope.
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§ 749.2 - Vital records preservation program.