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Agency Schedule Detail

Authorization Number :  50230070
Agency Series No. :  OP-31
Status :  Active
Agency Web Link : 
Agency :  TTA
Confidential Description :  Ohio Revised Code 3334.11
Division :  TTAOPS1
Vital Description : 
Section :  TTAOPS1
Record Title :  Account Information Change Form
Revision :  0
Record Description :  The Account information change form allows the owner of an account to update his personal information (name, address, phone number), update the existing beneficiary information (name, date of birth, social security number, address), or update, change or add a successor owner (name, date of birth, social security number, address). This form is considered confidential according to the Ohio Revised Code 3334.11. This form now incorporates the former Address Change form and Successor Change form.
Retention Period Retention Justification Media Code Method of Disposal
Image then destroy provided image is verified for quality and completeness. Paper Shred
Imaged files are kept for the life of the contract. For legal purposes, the images are kept on file for the life of the contract. Electronic Permanent

Approvals

Status Name Title Date
Approved Trinka Keers Records Officer 3/15/2013 1:39:00 PM
Approved Bunnie Jones Record Administrator 3/25/2013 11:16:00 AM
Approved Martin Meeks State Auditor 3/25/2013 12:39:00 PM
Approved Fred Previts State Archivist 3/29/2013 5:57:00 PM

Notes

Date Reason User

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© 2025 - RIMS, State of Ohio