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Agency Schedule Detail

Authorization Number :  889-0009
Agency Series No. :  AB-09
Status :  Active
Agency Web Link : 
Agency :  ACC
Confidential Description :  May include SSN or IRS information
Division :  ACC0889
Vital Description : 
Section :  ACC08890889
Record Title :  EDUCATION ASSISTANCE FUND RECORDS
Revision :  5
Record Description :  Files documenting the process by which applicants file for education assistance funds, including the application for education assistance funds, educational transcripts, FAFSA forms and information, college course and tuition information, amount of monies disbursed to applicant, and correspondence to and from the applicant.
Retention Period Retention Justification Media Code Method of Disposal
Until proof of completion of at least one section of the CPA Exam for fund recipients Per Board rule OAC 4701-17-04 regarding requirements to receive funds Electronic Erase
Until proof of completion of at least one section of the CPA Exam for fund recipients; Until one year has elapsed since the application was approved, but no funds requested. Until six months after the applicant is notified of the denial of their request. Per Board rule OAC 4701-17-04 regarding requirements to receive funds Paper Shred

Approvals

Status Name Title Date
Approved Donna Oklok Records Officer 3/29/2022 7:14:22 AM
Approved Terri Dittmar Record Administrator 3/29/2022 7:25:59 AM
Approved Martin Meeks State Auditor 3/30/2022 8:22:02 AM
Approved Fred Previts State Archivist 3/30/2022 11:35:37 AM

Notes

Date Reason User

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