Agency Schedule Detail

Authorization Number : 820-0826

Agency Series No. : 170-03

Status : Active

Agency Web Link :

Agency : INS

Confidential Description : Contain social security numbers

Division : INSOCSD

Vital Description :

Section : INSOCSD

Record Title : Missing Life/Annuity Request

Revision : 0

Record Description : Notarized request from consumers asking for assistance in locating missing life policies or annuity contracts on the life of a deceased family member (includes copy of certified death certificate). If request is incomplete, notice is sent to requestor for further information. On a monthly basis, completed requests will be transferred to life insurers to search their records for a known policy and to reply to requestor. ODI will serve ONLY as a conduit between the requestor and the Ohio life insurance companies.

Retention Period	Retention Justification	Media Code	Method of Disposal
Image hard copy, then shred. Incomplete request: Retain electronic record 30 days after notification to requestor, then erase. Complete request: Retain electronic record 180 days after upload to insurance company, then erase.		Paper	Shred
Image hard copy, then shred. Incomplete request: Retain electronic record 30 days after notification to requestor, then erase. Complete request: Retain electronic record 180 days after upload to insurance company, then erase.		Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Jennifer Behrendt	Records Officer	6/30/2009 3:36:00 PM
Approved	Michael Hardenbrook	Record Administrator	7/17/2009 8:29:00 AM
Approved	Martin Meeks	State Auditor	7/17/2009 9:09:00 AM
Approved	Fred Previts	State Archivist	7/17/2009 12:05:00 PM

Notes

Date	Reason	User