Agency Schedule Detail

Authorization Number : 855-1150

Agency Series No. : ARCO - 64

Status : Active

Agency Web Link :

Agency : BWC

Confidential Description : Financial data such as premium amounts, refund amounts and security deposits are deemed as non-public according to BWC policy on public records.

Division : BWCFDAD

Vital Description :

Section : BWCFDADARCO

Record Title : Employer Policy Account Refunds

Revision : 1

Record Description : The Employer Policy Account Refunds are documentation supporting the issuing of employer policy account refunds. All Employer Refunds are scanned into the Universal Document Service (UDS) and the Accounts Receivable I drive.

Retention Period	Retention Justification	Media Code	Method of Disposal
Employer refunds of $25,000 or higher are scanned into the Employer Policy file. The daily refund documentation which includes all employer refunds are scanned into the I drive Accounts Receivable repository. Once paper records have been scanned and image verified, securely shred.		Paper	Shred
Retain the daily refund documentation on the I drive Accounts Receivable repository for two (2) years, provided audited by Auditor of State and audit report is released and all discrepancies are resolved – then delete.		Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Jeff Hitch	Records Coordinator	8/9/2018 1:26:00 PM
Approved	Sarah Huffman	Records Officer	8/13/2018 2:01:00 PM
Approved	Bunnie Jones	Record Administrator	9/7/2018 2:35:00 PM
Approved	Fred Previts	State Archivist	9/10/2018 12:57:00 PM
Approved	Martin Meeks	State Auditor	9/10/2018 2:13:00 PM

Notes

Date	Reason	User