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Agency Schedule Detail

Authorization Number :  855-0086
Agency Series No. :  INVE-08
Status :  Active
Agency Web Link : 
Agency :  BWC
Confidential Description :   
Division :  BWCFDAD
Vital Description : 
Section :  BWCFDADINVE
Record Title :  Electronic Investment Custodian Portfolio Data
Revision :  3
Record Description :  Electronic Investment Custodian Portfolio Data are records showing the holdings of all BWC investment assets/portfolios.
Retention Period Retention Justification Media Code Method of Disposal
Retain the investment record (custodial data) for 8 years. Possible audit purposes. Electronic Delete
Retain the investment record (custodial data) for 8 years. Possible audit purposes. Paper Shred

Approvals

Status Name Title Date
Approved Kevin Gartrell Records Coordinator 4/22/2016 10:56:00 AM
Approved Melissa Roach Records Officer 4/25/2016 9:20:00 AM
Approved Bunnie Jones Record Administrator 5/18/2016 10:47:00 AM
Approved Martin Meeks State Auditor 5/18/2016 11:13:00 AM
Approved Fred Previts State Archivist 5/18/2016 1:06:00 PM

Notes

Date Reason User

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© 2025 - RIMS, State of Ohio