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Agency Schedule Detail

Authorization Number :  10900587
Agency Series No. :  SEC-124
Status :  Active
Agency Web Link : 
Agency :  TOS
Confidential Description :   
Division : 
Vital Description : 
Section : 
Record Title :  Vendor Management Documentation
Revision :  1
Record Description :  The Trust department performs periodic site visits at the banks that hold custodial accounts. Records within this file series include, but are not necessary limited to, internal reports, work papers, and supporting documentation that was provided by the custodial bank.
Retention Period Retention Justification Media Code Method of Disposal
Retain until conclusion of current fiscal year, and for an additional 4 fiscal years. Paper Shred
Retain until conclusion of current fiscal year, and for an additional 4 fiscal years. Electronic Delete

Approvals

Status Name Title Date
Approved Jeremy Rzepka Records Officer 9/7/2018 6:38:00 PM
Approved Bunnie Jones Record Administrator 10/4/2018 3:24:00 PM
Approved Martin Meeks State Auditor 10/11/2018 10:39:00 AM
Approved Fred Previts State Archivist 10/15/2018 3:49:00 PM

Notes

Date Reason User

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