AGENCY: Department of Health and Human Services. Division of Aging and Adult Services. Office of Public Guardian

SERIES: 27645
TITLE: Financial information
DATES: 1999-
ARRANGEMENT: Chronological by year of closure or death; thereunder alphabetical by surname.

DESCRIPTION: This series is made up of payment records for guardian clients, accounts payable, records processed through the state accounting system, and appropriate supporting information which document expenditure of cash. The series is used to refer to clients's past payments and to document payments, invoices, purchasing records, and travel reimbursements. Documents include invoices, check copies, reimbursement forms, client trust fund records, etc.

RETENTION

Retain for 7 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule State government accounts payable and receivable records, GRS-1854

AUTHORIZED: 07/23/2018

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 5 years and then destroy.

APPRAISAL

Administrative Fiscal

This appraisal is based on the administrative and fiscal needs of the agency.

PRIMARY DESIGNATION

Public

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