Agency Schedule Detail

Authorization Number : 820-0835

Agency Series No. : 220-17

Status : Active

Agency Web Link :

Agency : INS

Confidential Description : Memorandum and other material supporting actuarial opinion (ORC 3903.72(B)(3)(g))

Division : INSOLHD

Vital Description :

Section : INSOLHD

Record Title : Life Insurance Reserve Valuation Filings

Revision : 0

Record Description : Materials relevant to valuation of reserves for Ohio domestic life insurers. Includes annual valuation filing materials (actuarial opinions, memorandum, etc.), reserve data reported through web-site application, and related analysis materials and correspondence. Authority: ORC 3901.77, 3903.72, 3905.40(A)(7); OAC 3901-3-11, 3901-6-10.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain hard copy until imaged, then destroy hard copy. Retain image 5 years from end of applicable calendar reporting year, then destroy.	Provides historical trend data necessary for actuarial review and analysis of life, annuity, and pure endowment contract reserves and issuance of annual certifications of valuation to Ohio domestic life insurers.	Paper	Shred
Retain hard copy until imaged, then destroy hard copy. Retain image 5 years from end of applicable calendar reporting year, then destroy.	Provides historical trend data necessary for actuarial review and analysis of life, annuity, and pure endowment contract reserves and issuance of annual certifications of valuation to Ohio domestic life insurers.	Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Jennifer Behrendt	Records Officer	9/28/2009 1:38:00 PM
Approved	Michael Hardenbrook	Record Administrator	11/18/2009 8:17:00 AM
Approved	Martin Meeks	State Auditor	11/20/2009 1:25:00 PM
Approved	Fred Previts	State Archivist	12/9/2009 4:22:00 PM

Notes

Date	Reason	User