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Webinar Seminar presented by Indiana Bankers Association Partnering with Financial Ed Record Retention & Destruction Rules: Electronic & Paper Thursday, January 7, 2016 3:00 pm 4:30 pm Eastern Time

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How to fill out record retention amp destruction

How to fill out record retention & destruction:

01

Start by identifying the types of records that need to be retained and destroyed. This can include financial documents, employee records, customer information, and more.

02

Determine the appropriate retention period for each type of record. This will depend on legal requirements and business needs. Consult with legal and accounting professionals to ensure compliance.

03

Create a system for organizing and storing records. This can be physical filing cabinets or digital storage systems. Ensure that records are properly labeled and easily accessible.

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Implement a regular review schedule to ensure that outdated or unnecessary records are identified and destroyed. This can help free up space and reduce the risk of data breaches.

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Develop a record destruction procedure that outlines how records should be destroyed. This can include shredding physical documents or securely deleting digital files. Follow legal requirements for proper disposal.

Who needs record retention & destruction:

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Businesses of all sizes and industries need to implement record retention and destruction practices. It helps organizations stay organized, comply with legal regulations, and protect sensitive information.

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Government agencies and organizations that deal with confidential or sensitive information have specific record retention and destruction requirements. This helps protect privacy and maintain transparency.

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Nonprofit organizations also need to keep records for compliance and reporting purposes. These records can include donor information, financial documents, and board meeting minutes.

In summary, understanding how to fill out record retention and destruction, as well as recognizing who needs these practices, is essential for maintaining compliance, protecting sensitive information, and fostering effective business management.

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