Agency Schedule Detail

Authorization Number : 10900704

Agency Series No. : SEC-01

Status : Active

Agency Web Link :

Agency : TOS

Confidential Description :

Division :

Vital Description :

Section :

Record Title : Certificate of Deposit and Linked Deposit Program Applications

Revision : 0

Record Description : Records pertaining to certificate of deposit and linked deposit program applications, including documentation related to applicant information, loan details, compliance certifications, and any additional documentation that may be included in the application for the specific program. These programs include, but are not limited to: Ag-Link, Buckeye Business Advantage, Ohio Homebuyer Plus, Bid Ohio, Eco Link, Family Forward, and Grow Now.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain until the end of the fiscal Year in which the certificate closes or matures, plus an additional 2 years.		Electronic	Delete
Retain until the end of the fiscal Year in which the certificate closes or matures, plus an additional 2 years.		Paper	Trash

Approvals

Status	Name	Title	Date
Approved	James Roche	Records Officer	7/30/2026 10:13:45 AM
Approved	Terri Dittmar	Record Administrator	8/4/2026 8:07:04 AM
Approved	Martin Meeks	State Auditor	8/4/2026 10:03:48 AM
Approved	Fred Previts	State Archivist	8/4/2026 2:14:02 PM

Notes

Date	Reason	User