Agency Schedule Detail

Authorization Number : 240-0008

Agency Series No. : OP-08

Status : Active

Agency Web Link :

Agency : TTA

Confidential Description : Revised Code 3334.11

Division : TTAOPS1

Vital Description :

Section : TTAOPS1AUTO

Record Title : Contribution slip/Voucher

Revision : 2

Record Description : Contribution slips or vouchers contain information about the customer''s account. The contribution slip is used to verify account information and investment instructions when a payment is made. A voucher comes from a payroll company and includes information used by the Ohio Tuition Trust Authority to identify a customer''s account and deposit instructions. Confidential - Revised Code 3334.11.

Retention Period	Retention Justification	Media Code	Method of Disposal
Image, then destroy provided image is verified for accuracy.	No value at Conversion	Paper	Shred
Images are kept for the life of the contract.	Life of the contract is approximately 25 years. Assumption is account is established when a beneficiary is newborn, goes to college at age 18, graduates at 21-22, attends graduate school and is finished by age 25.	Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Trinka Keers	Records Officer	4/10/2013 1:10:00 PM
Approved	Bunnie Jones	Record Administrator	5/31/2013 12:56:00 PM
Approved	Martin Meeks	State Auditor	5/31/2013 1:01:00 PM
Approved	Fred Previts	State Archivist	6/7/2013 1:37:00 PM

Notes

Date	Reason	User