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- Computer Reports Printouts
- Agreements and Contracts with Companies Providing Insurance, Annuities or Services
- Payments to Service Providers
- Unemployment Compensation Files
- Long Term Disability Claims
ITEM NUMBER
1. Computer Reports Printouts
These are periodic computer printouts such as Deductions Listing and payroll records obtained from various sources that are used in Staff Benefits for convenience of reference. Any reports used for editing or that contain information not readily available elsewhere should have separate retention guidelines.
Authorized Retention:
Retain for period of reference value only, not to exceed two (2) years.
2. Agreements and Contracts with Companies Providing Insurance, Annuities or Services
These are contracts and agreements with companies providing insurance services or annuities to the 欧美口爆视频.
Authorized Retention:
Retain for five (5) years after close of contract and the completion of all contractual payments; then destroy.
3. Payments to Service Providers
These are records of payments by the 欧美口爆视频 to insurance companies, plan administrators, consultants, etc. They include worksheets for figuring payments, correspondence and copies of vouchers. Official financial copies are kept in 欧美口爆视频 Accounting system.
Authorized Retention:
Retain current and 2 prior calendar year's records in the office. Destroy older material.
4. Unemployment Compensation Files
These are records of requests by terminated employees for unemployment compensation and related information and correspondence.
Authorized Retention:
Retain for five (5) years; then destroy
5. Long Term Disability Claims
These are records of claims for long term disability benefits. They include application, determination of eligibility worksheet, correspondence, etc.
Authorized Retention:
A. Vested employees: Transfer records to employee's Retired Personnel File (Item 8).
B. Non-vested employees: Upon completion of payment of all obligations, check file for completeness, convert to microform, retain permanently.
This authorization supersedes authorization 73-36, Items 16-24; 78-9.
Reviewed 2024-07-22