Agency Schedule Detail

Authorization Number : 975-0007

Agency Series No. : CUS-01

Status : Active

Agency Web Link :

Agency : PED

Confidential Description : N/A-Load

Division :

Vital Description :

Section :

Record Title : ACTIVE PARTICIPANT FILES

Revision : 0

Record Description : A paper file is maintained for each program member (active, inactive and annuitants); types of data retained include enrollment forms and disclosure statements, program amendment forms, playroll authorization forms, life insurance applications, exchange authoriztion forms, suitability questionnaire, correspondence, emergency withdrawl request forms, benefit payment forms, deminimus withdrawl forms, legal notices.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain in office until one year after full withdrawl of participant's funds - change file designation to inactive and comply with retention schedule for inactive participant files.		Paper	Other

Approvals

Status	Name	Title	Date
Approved	Transfer User	Records Viewer	5/29/1990 12:00:00 AM

Notes

Date	Reason	User