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Agency Schedule Detail

Authorization Number :  240-0010
Agency Series No. :  OP-10
Status :  Active
Agency Web Link : 
Agency :  TTA
Confidential Description :   Ohio Revised Code 3334.11
Division : 
Vital Description : 
Section : 
Record Title :  Withdrawal Request
Revision :  1
Record Description :  The Withdrawl Reqest Form allows the owner of the account to withdraw funds to be used for college or as a refund. These forms indicate due dates and amount to be paid to the college, banking information of the account owner and hardship records. Forms would include: Prepaid Tuition Use Forms, Qualified Withdrawal Request Forms, Non-qualified Withdrawal Request Forms, Hardship Withdrawal Requests, Withdrawal Request Forms and all supporting documentation. Confidential - Ohio Revised Code 3334.11
Retention Period Retention Justification Media Code Method of Disposal
Keep 1 year on-site for audit then store off-site for 6 years, then shred Kept for three years after the normal graduation time frame (4 years), for potential legal questions/claims. Paper Shred

Approvals

Status Name Title Date
Approved Trinka Keers Records Officer 8/14/2003 12:44:00 PM
Approved Michael Hardenbrook Record Administrator 8/22/2003 1:45:00 PM
Approved Martin Meeks State Auditor 9/2/2003 3:26:00 PM
Approved Charles Arp State Archivist 9/2/2003 3:26:00 PM

Notes

Date Reason User

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