What is the retention period of category B records?

'B' Category: Records under this category are also meant for permanent preservation but they are not to be microfilmed. 'C' Category: records under this category are meant to be maintained for a limited period, not exceeding 10 years.

The Records Management and Appraisal (RMA) unit within the California State Archives is responsible for the development and implementation of the State's records management program. RMA is made up of the California Records and Information Management (CalRIM) program and the State Records Appraisal Program (SRAP).

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Log of Records Retention Requirements

San Bernardino California Log of Records Retention Requirements

Name: San Bernardino California Log of Records Retention Requirements
Brand: US Legal Forms
Rating: 4.65 (220 reviews)

Category:

Employment - Personnel Files

State:

Multi-State

County:

San Bernardino

Control #:

US-AHI-250

Format:

Instant download

Description

This AHI form is a log of requirements regarding the retention of company records. This form lists the type of form and how long it should be kept before it is thrown away.

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FAQ

Document retention guidelines typically require businesses to store records for one, three or seven years. In some cases, you will need to keep the records forever. If you're unsure what to keep and what to shred, your accountant, lawyer and state record-keeping agency may provide guidance.

Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.

'B' Category: Records under this category are also meant for permanent preservation but they are not to be microfilmed. 'C' Category: records under this category are meant to be maintained for a limited period, not exceeding 10 years.

The Records Management and Appraisal (RMA) unit within the California State Archives is responsible for the development and implementation of the State's records management program. RMA is made up of the California Records and Information Management (CalRIM) program and the State Records Appraisal Program (SRAP).

A retention period (associated with a retention schedule or retention program) is an aspect of records and information management (RIM) and the records life cycle that identifies the duration of time for which the information should be maintained or "retained," irrespective of format (paper, electronic, or other).

The retention period begins at a specific time depending on the type of record. For example, the retention period for a financial record starts on July 1 of the following year. For another example, the retention period for the records of an employment search begins on the date that the hiring decision is made.

Records retention refers to methods and practices organizations use to maintain the important information for a required period of time for administrative, financial, legal, and historical purposes. It applies to paper documents as well as the retention of electronic records such as word documents and spreadsheets.

(also disposition standard), n. The length of time records should be kept in a certain location or form for administrative, legal, fiscal, historical, or other purposes.

Recordkeeping requirements usually relate to: creating a record. capturing a record, including information that needs to be captured. providing or accepting supporting documentation. maintaining a record, including security, storage and handling. providing access to records. retention and disposal of records.

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The State Archivist and the State Auditor's Office sign the retention schedule. Property must be located in the county where the document is presented for recording.Every person retaining records required to be retained under 830 CMR 62C.25. First Aid Record Form - Final - SM 8-30-16. Listing data accurate. ID requirements at the checkpoint are changing. Stores. YOUR CLOSET'S FASHION FORWARD, HOW ABOUT YOUR CAREER? Tons of cardio and strength equipment. Free fitness training. Health Net provides quality affordable health plans for individuals, families, MediCal members, Medicare and businesses.

San Bernardino California Log of Records Retention Requirements

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