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Record Retention Schedules

Records Retention.

Tax Deferred Annuity

Arranged By:   Alphabetical
Application Number:   89-23
Item Number:   230.14
 

Purpose:

This record series consists of deduction cards (current and terminated) for tax deferred annuities of university employees which are maintained by the Office of Insurance/Health, Life, and Retirement.
 

Procedure:

Retain in office for ten (10) years following supersedure and/or termination of enrollment,t hen dispose of providing all audits have been completed under the supervision of the Auditor General, if necessary, and no litigation is pending or anticipated.

 

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