| Retention Period | Retention Justification | Media Code | Method of Disposal |
|---|---|---|---|
| Retain paper for two fiscal years after the fiscal year in which the investment activity summary schedule was created unless audited by Auditor of State. If audited by Auditor of State, retain paper investment activity summary schedule until audit report is released and any discrepancies are resolved. | This is a sole source document. It will be referenced by the accountability section to verify historical details regarding a particular 90% retention fund investment if necessary, for investment activities. | Electronic | Erase |
| Paper should be retained for two fiscal years after the fiscal year in which the Summary Schedule was created. | This is a sole source document. It will be referenced by the accountability section to verify historical details regarding a particular 90% retention fund investment if necessary, for investment activities. | Paper | Shred |
| Status | Name | Title | Date |
|---|---|---|---|
| Approved | Stacey Adams | Records Coordinator | 12/13/2021 1:55:28 PM |
| Approved | Kelli Lister | Records Officer | 1/6/2022 9:19:47 AM |
| Approved | Terri Dittmar | Record Administrator | 1/6/2022 11:08:17 AM |
| Approved | Fred Previts | State Archivist | 1/6/2022 2:39:53 PM |
| Approved | Martin Meeks | State Auditor | 1/10/2022 9:40:26 AM |
| Date | Reason | User |
|---|