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The document outlines the personnel records retention and disposition schedule for state agencies in Connecticut, detailing the types of records, their retention periods, and disposal instructions.
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How to fill out STATE AGENCIES’ RECORDS RETENTION/DISPOSITION SCHEDULE

01
Identify the types of records your agency maintains.
02
Refer to the applicable legal and regulatory requirements for record retention.
03
Locate the STATE AGENCIES’ RECORDS RETENTION/DISPOSITION SCHEDULE document.
04
Fill out the schedule with correct record categories, retention periods, and disposition instructions.
05
Review and confirm accuracy of the entries with relevant stakeholders.
06
Submit the completed schedule to the designated authority for approval.

Who needs STATE AGENCIES’ RECORDS RETENTION/DISPOSITION SCHEDULE?

01
State agency staff responsible for records management.
02
Legal and compliance officers.
03
Administrative personnel tasked with document retention.
04
Auditors and oversight bodies monitoring record keeping practices.
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People Also Ask about

Documents that define your personal and financial life — like your birth certificate, marriage license and tax returns — should be kept forever. Hold on to records that support information on your tax returns for seven years. Digitizing and shredding your paper documents can cut the risk of fraud and identity theft.
CPAs must retain tax records for 6 years under AICPA guidelines, while GAAP may require 7+ years for financial reports. Permanent retention applies to audit reports, corporate charters, deeds, and year-end financial statements.
Federal law requires that all records be scheduled for disposition. - True. The Federal Records Act requires that records be managed and scheduled for disposition to ensure compliance and efficiency within federal agencies. Contractors can decide their own retention period for federal records.
How to Implement a Records Retention Schedule Know Your Regulatory Requirements. Classify Your Records. Determine Document Retention Periods. Keep Your Records Organized. Regularly Update Your Retention Schedule.
A current Retention Schedule protects the state agency from legal action by ensuring obsolete records are destroyed with proper authorization and in ance with the law. In addition, a current Retention Schedule ensures that records of historical importance are transferred to the State Archives for preservation.
How long to keep records. Records must be kept for 6 years from the end of the financial year they relate. In essence this means you need to keep all records for 7 years (as it's 6 years plus a year to count for the financial year). HMRC has begun a compliance check into your Company Tax Return.
Document retention guidelines typically require businesses to store records for one, three, or seven years. In some cases, you need to keep the records forever. If you're unsure what to keep and what to shred, your accountant, lawyer, and state recordkeeping agency may provide guidance.
It's largely agreed across the profession that the minimum legal document retention period should be at least six years for most types of record, as this is the primary limitation period under the Limitation Act 1980. However, other legal documents need to be kept for 15 years or more.

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The STATE AGENCIES’ RECORDS RETENTION/DISPOSITION SCHEDULE is a guideline that outlines how long records must be retained by state agencies and the process for their eventual disposition, ensuring compliance with legal and regulatory requirements.
All state agencies, including departments and divisions within the government, are required to file the STATE AGENCIES’ RECORDS RETENTION/DISPOSITION SCHEDULE.
To fill out the STATE AGENCIES’ RECORDS RETENTION/DISPOSITION SCHEDULE, agencies must identify the types of records they manage, specify the retention periods for each category, and outline the methods of disposition at the end of the retention period.
The purpose of the STATE AGENCIES’ RECORDS RETENTION/DISPOSITION SCHEDULE is to ensure proper management of public records, promote transparency, and protect sensitive information while maintaining compliance with legal and regulatory standards.
The information that must be reported includes the record series title, description, retention period, legal citation for retention, and the method of disposition for each record category.
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