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It specifies how long financial, audit, banking, benefits, budget, construction bond, and election documents should be kept, using actions such as shredding, recycling, contacting external agencies, or sending items to state archives. 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some items specify shredding alone.",{"name":115,"@type":106,"acceptedAnswer":116},"What happens to certain audit or construction bond records after the retention period?",{"text":117,"@type":109},"Some records require preservation actions such as sending to state archives rather than shredding or recycling.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302735,1789965112,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":8,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":79},137454149569,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","| Descriptor Code: ABCD-E1\u003Cbr>RECORDS RETENTION SCHEDULE |  |  |  |  |\n| --- | --- | --- | --- | --- |\n| Type of Report | Description | Retention Period | Destruction/Preservation Method | Record Admin |\n| Accounts Payable | Check Stubs; Check Register; Cancelled Checks; Duplicate Deposit Slips; Financial Software Reports Posting Checks; Invoices and Billings; Journal Entries | 6 Years After CFY (Note: Monthly Reports Containing Information That Will be Printed on a Year-End Report May be Destroyed 5 Years After CFY) | Shred Documents with Account Numbers; Recycle Remaining Documents | BM |\n| Accounts Payable | Property | Keep Records Until the Period of Limitations Expires for the Year in Which You Dispose of the Property | Shred Documents with Account Numbers; Recycle Remaining Documents | BM |\n| Accounts Receivable | Billing Records; Journal Entries; Receipt Books; Records of Delinquent Accounts/Collections; Records of Local, State, Federal, and Grant Funds Received; Revenue Report | 5 Years After CFY | Shred Documents with Account Numbers; Recycle Remaining Documents | BM |\n| Audit Reports | External Independent & State Auditor Reports; Internal Audit Reports Documentation of Auditing or Review Procedures Applied, Evidence Obtained, and Conclusions Reached | 5 Years After CFY | Send to State Archives | BM |\n| Bank Records | ACH Notices; Annual Interest Statements (1099-INT); Bank Account Agreements/Signature Card Copies; Bank Loan Agreements; Bank Reconciliations; Bank Statements for All funds; Certificates of Deposit; Deposit Books;, Pledged Collateral/Letters of Credit-Current & Expired; Savings Books | 5 Years After CFY | Shred | BM |\n| Benefit Records (Excluding Leaves) | 403b Annuity Billings/Payment Confirmation | 5 Years After Separation | Shred | BM |\n| Benefit Records (Excluding Leaves) | Certificates of Insurance | 6 Years After Final Action | Shred | BM |\n| Benefit Records (Excluding Leaves) | Benefit Bills (e.g., BCBS, AFLAC, Etc. ) | 6 Years After Plan Year | Shred | BM |\n| Benefit Records (Excluding Leaves) | COBRA Forms | 6 Years After Final Action | Shred | BM |\n| Benefit Records (Excluding Leaves) | COBRA Payments | 7 Years After Final Action | Shred | BM |\n| Benefit Records (Excluding Leaves) | Flex Benefit, 125/Cafeteria Plan Application Form | 5 Years After Separation | Shred | BM |\n| Benefit Records (Excluding Leaves) | Flex Benefit, 125/Cafeteria Plan Billings | 6 Years After Plan's Termination | Shred | BM |\n\n\n| Type of Report | Description | Retention Period | Destruction/Preservation Method | Record Admin |\n| --- | --- | --- | --- | --- |\n| Benefit Records (Excluding Leaves) | Insurance Applications (Medical, Vision, AFLAC, Dental, Etc. ) | 5 Years After Separation | Shred | BM or HR |\n| Benefit Records (Excluding Leaves) | Insurance Monthly Statements | 6 Years from Date Paid | Shred | BM or HR |\n| Benefit Records (Excluding Leaves) | Leave Balance Reports (Also see Leave Records Section) | 3 Years From Date of Creation | Shred | BM or HR |\n| Benefit Records (Excluding Leaves) | PERS Defined Benefit Retirement Membership Application (SFN 2561) | 1 Year After Separation | Contact PERS to Ensure Info is on File, Then Shred | BM |\n| Benefit Records (Excluding Leaves) | PERS Designation of Beneficiary or Group Retirement Plan (SFN 25060) | 1 Year After Separation | Contact PERS to Ensure Info is on File, Then Shred | HR |\n| Benefit Records (Excluding Leaves) | PERS Monthly Report of Contributions | 1 Year After Separation | Shred | BM |\n| Benefit Records (Excluding Leaves) | TFFR Member Action Form (SFN 5098) | 1 Year After Separation | Contract TFFR to Ensure Info is on File, Then Shred | BM |\n| Benefit Records (Excluding Leaves) | TFFR Member Certification (SFN 11732) | 1 Year After CFY | Shred | BM |\n| Benefit Records (Excluding Leaves) | TFFR Monthly Report of Contributions | 5 Years After Creation | Contract TFFR to Ensure Info is on File, Then Shred | BM |\n| Benefit Records (Excluding Leaves) | ","cbCainBdHQdMCuhf","https://ap.wps.com/l/cbCainBdHQdMCuhf","pdf",174858,"English","# Records and Retention Rules\n## Accounts Payable\n## Accounts Receivable\n## Audit Reports\n## Bank Records\n## Benefit Records (Excluding Leaves)\n## Budget Records\n## Construction Bond Records\n## Election Records","[{\"question\":\"How does the schedule determine the retention period for monthly account payable reports?\",\"answer\":\"Monthly reports containing information printed on a year-end report may be destroyed 5 years after CFY, rather than using the standard 6-year period.\"},{\"question\":\"What disposition methods are used for most financial and benefit records?\",\"answer\":\"Many entries instruct shredding documents with account numbers and recycling the remaining documents; some items specify shredding alone.\"},{\"question\":\"What happens to certain audit or construction bond records after the retention period?\",\"answer\":\"Some records require preservation actions such as sending to state archives rather than shredding or recycling.\"}]","ABCD-E1 Records Retention Schedule | PDF",1789796447]