Agency Schedule Detail

Authorization Number : 090-0452

Agency Series No. : REV-201

Status : Active

Agency Web Link :

Agency : TOS

Confidential Description :

Division :

Vital Description :

Section :

Record Title : Insurance Premium Tax remittance documentation

Revision : 3

Record Description : Insurance companies doing business in Ohio (both domestic and foreign, as defined in R.C. 5725.01) must remit a tax to the state based on the percentage of the gross amount of premiums collected in Ohio. This record series includes OAKS revenue documents and other supporting documentation showing the payment and remittance of funds into the proper account.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain until conclusion of current fiscal year, and for an additional 3 fiscal years.		Paper	Shred
Retain until conclusion of current fiscal year, and for an additional 3 fiscal years.		Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	James Payne	Records Coordinator	5/3/2022 6:50:27 PM
Approved	Michael Lenzo	Records Officer	10/20/2022 3:48:12 PM
Approved	Terri Dittmar	Records Coordinator	10/25/2022 12:55:22 PM
Approved	Fred Previts	State Archivist	10/26/2022 10:25:15 AM
Approved	Martin Meeks	State Auditor	10/27/2022 11:20:42 AM

Notes

Date	Reason	User