AGENCY: Department of Government Operations. Division of Finance. Payroll Office

SERIES: 8429
TITLE: Bond balance report
DATES: 1993-2003.
ARRANGEMENT: Social security number.

DESCRIPTION: These are reports of an employee's U.S._savings bond purchases, the balance status of the employee's purchases, and the status of the employee's payroll deduction. This information is referenced 2 times per month. The peak reference activity is during the first 2 years of the existence of the fiche. Two copies of 1 master are made two times a month. This is part of the Payroll System. These reports include employee's name, social security number, low organization number, account number, bond identification number, deductions and other earnings reference number, beginning balance from previous pay period, current deductions, denomination of current bond purchased, number of bonds purchased, total cost, ending balance, and pay period date.

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 10/1999

FORMAT MANAGEMENT

Computer data files: Retain in Office for 7 years and then delete.

Paper: Retain in Office until no longer administratively valuable and then destroy.

Computer magnetic storage media: Retain in Tape Library for 8 days and then erase.

APPRAISAL

Administrative Fiscal Legal

This appraisal is based on the Fair Labor Standards Act, CFR 29-516, U.S. Treasury's Manual of Record Retention, 1978 (as quoted by Sandra Jensen of the Federal Reserve Board, 3-26-86), and the GAO's Comprehensive Schedule 033-18. Previous decision: RDR 80-27: office use ends/private.

PRIMARY DESIGNATION

Private

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