Agency Schedule Detail

Authorization Number : 6000046

Agency Series No. : HR-09

Status : Active

Agency Web Link :

Agency : JFS

Confidential Description :

Division : JFSOOHR

Vital Description :

Section : JFSOOHR

Record Title : Employee Early Retirement Files and Reports

Revision : 0

Record Description : Files include but are not limited to PERS Retirement Plan Statement of Cost to Employer and Cover Letter, PERS Retirement Incentive Plan (Employee and Employers agreement, Employee notice of Retirement Letter, Information on Special Handling of Employee''s pay check and W-2, Cobra-Eligibility Notification, Basic/Supplemental/Independent Life Insurance Confirmation of Eligibility for conversion, Employee Benefit Information, Retirement Incentive Survey.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain one year in office after the Plan ends, then transfer to state Records Center. Retain six years in Records Center, then destroy.	Retention of this record is vital to ODJFS so to ensure that proper documentation is available, if needed, until agency payoff to PERS is completed.	Paper	Shred

Approvals

Status	Name	Title	Date
Approved	Brenda Hagans	Records Officer	4/23/2003 11:58:00 AM
Approved	Michael Hardenbrook	Record Administrator	4/24/2003 1:28:00 PM
Approved	Charles Arp	State Archivist	4/28/2003 3:46:00 PM
Approved	Martin Meeks	State Auditor	4/28/2003 3:46:00 PM

Notes

Date	Reason	User