Agency Schedule Detail

Authorization Number : 889-0005

Agency Series No. : AB-05

Status : Active

Agency Web Link :

Agency : ACC

Confidential Description : May contain social security numbers (older applications)

Division : ACC0889

Vital Description :

Section :

Record Title : CONTINUING EDUCATION REPORT FORMS AND DOCUMENTATION

Revision : 4

Record Description : The continuing education application shows the basis of continuing education credits for maintaining CPA or PA license, including Continuing Education Report forms, certificates of completion or other verification of continuing education completed for the reporting timeframe, submitted either at the time of license renewal, upon request for a practicing permit, or for continuing education verification.

Retention Period	Retention Justification	Media Code	Method of Disposal
Until scanned or for three years after new form is submitted	Per Board rule OAC 4701-15-03(B), these records must be maintained for at least two triennial license cycles	Paper	Shred
Until two months after death of certificate holder	Maintained as part of the license record under 889-0016	Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Donna Oklok	Records Officer	11/1/2021 2:10:03 PM
Approved	Tracey Fithen	Records Officer	12/30/2021 2:44:42 PM
Approved	Terri Dittmar	Record Administrator	1/3/2022 7:42:03 AM
Approved	Fred Previts	State Archivist	1/4/2022 3:39:18 PM
Approved	Martin Meeks	State Auditor	1/5/2022 9:59:12 AM

Notes

Date	Reason	User