Retention Period | Retention Justification | Media Code | Method of Disposal |
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Retain these records in the Group Rating unit for 5 years. After the 5 years has passed, send the Group Applications to storage for an additional 5 years, and then destroy. | The reason for keeping the Group Applications for 10 years is due to the possibility of legal issues involving documentation of an employer being accepted into the Group Rating Program. | Paper | Shred |
If not stored in the employer’s file, save electronically in a shared drive for 10 years, and then delete. If stored in the employer’s file then it takes on the retention schedule of the Employer Policy File – State Fund. | The reason for keeping the Group Applications for 10 years is due to the possibility of legal issues involving documentation of an employer being accepted into the Group Rating Program. | Electronic | Delete |
Status | Name | Title | Date |
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Approved | Kevin Gartrell | Records Coordinator | 11/10/2011 2:02:00 PM |
Approved | Melissa Roach | Records Officer | 2/15/2012 10:27:00 AM |
Approved | Michael Hardenbrook | Record Administrator | 3/5/2012 9:17:00 AM |
Approved | Martin Meeks | State Auditor | 3/5/2012 10:50:00 AM |
Approved | Fred Previts | State Archivist | 3/20/2012 2:33:00 PM |
Date | Reason | User |
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