Agency Schedule Detail

Authorization Number : 889-0004

Agency Series No. : AB-04

Status : Active

Agency Web Link :

Agency : ACC

Confidential Description :

Division : ACC0889

Vital Description :

Section : ACC08890889

Record Title : APPLICATIONS FOR INDIVIDUAL LICENSE RENEWAL (CPA/PA)

Revision : 4

Record Description : The application for individual license renewal shows the basis for issuance of certified public accountant and public accountant licenses, including address and phone number, military history, education information, current and previous employer information, continuing education reporting, public accounting firm affiliation and/or registration, attestations and signatures. Series also may include fee and payment information.

Retention Period	Retention Justification	Media Code	Method of Disposal
Until a machine readable version has been created and verified for accuracy, or 6 months after audit by Auditor of State audit report is released,		Paper	Shred
Until two months after death of certificate holder,		Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Donna Oklok	Records Officer	11/1/2021 1:31:40 PM
Approved	Tracey Fithen	Records Officer	12/30/2021 2:46:55 PM
Approved	Terri Dittmar	Record Administrator	1/3/2022 7:43:11 AM
Approved	Martin Meeks	State Auditor	1/5/2022 9:51:35 AM
Approved	Fred Previts	State Archivist	1/5/2022 1:54:29 PM

Notes

Date	Reason	User