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Agency Schedule Detail

Authorization Number :  10900589
Agency Series No. :  SEC-131
Status :  Active
Agency Web Link : 
Agency :  TOS
Confidential Description : 
Division : 
Vital Description : 
Section : 
Record Title :  Monthly Statements for Custodial Investment Accounts
Revision :  1
Record Description :  Monthly statements for the custodial accounts at each custodial bank that contains information on the respective account, monthly holdings, and transactions.
Retention Period Retention Justification Media Code Method of Disposal
Retain until conclusion of current fiscal year, and for an additional 6 fiscal years. Retention required for legal, audit, and compliance purposes. Electronic Delete

Approvals

Status Name Title Date
Approved James Payne Records Coordinator 5/3/2022 7:06:26 PM
Approved Michael Lenzo Records Officer 10/20/2022 3:47:26 PM
Approved Terri Dittmar Record Administrator 10/25/2022 12:50:01 PM
Approved Fred Previts State Archivist 10/26/2022 10:36:42 AM
Approved Martin Meeks State Auditor 10/28/2022 9:27:20 AM

Notes

Date Reason User

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© 2025 - RIMS, State of Ohio