Agency Schedule Detail

Authorization Number : 820-0843

Agency Series No. : 150-61

Status : Active

Agency Web Link :

Agency : INS

Confidential Description : May contain CPI

Division :

Vital Description : Administrative tracking systems and records related to CE non-compliance for education compliance periods ending on 12/31/2009 and before are no longer necessary as laws have combined CE compliance with agent's license status.

Section :

Record Title : CE Non-compliance Administration File

Revision : 0

Record Description : All documents and electronic systems (Old CE Legal- Duryee, Old CE Legal- Covington, New CE Legal and Next CE Legal) related to (Continuing Education) tracking and administrative actions. (paper/electronic)

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain 5 years after end of compliance period, the destroy.	Agents'' license status laws have changed.	Paper	Shred
Retain 5 years after end of compliance period, the destroy.	Agents'' license status laws have changed.	Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Christi Liddle	Records Officer	8/27/2015 1:22:00 PM
Approved	Bunnie Jones	Record Administrator	9/12/2015 10:09:00 PM
Approved	Martin Meeks	State Auditor	9/17/2015 8:26:00 AM
Approved	Fred Previts	State Archivist	9/18/2015 1:23:00 PM

Notes

Date	Reason	User