AGENCY: Department of Administrative Services. Division of Finance. Social Security Office

SERIES: 8491
TITLE: Annual summary of reporting entity's contributions and wages
DATES: 1953-1986.
ARRANGEMENT: None

DESCRIPTION: This is the political subdivision's report sent through the state to the Social Security Administration in Baltimore. It is used by the state administrator to reconcile overpayments and underpayments to each reporting entity's account. As a result, adjustments are approved for each employer contributions. Includes the W-3 Report, Form 6560, and the Annual Recap of Employer's Contributions (the bottom portion of the DF 14).

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 08/1986

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years and then transfer to State Records Center. Retain in State Records Center for 2 years and then destroy.

APPRAISAL

Administrative Fiscal

This is currently being saved for audit purposes. Since this is a new method of reporting to the Social Security Administration, audit are really 3 1/2 to 4 years from being conducted. The agency supervisor believes that this cycle of audits may shortly be reduced to 2 or 3 years. However, this is not certain, so the retention of 5 years has been set.

PRIMARY DESIGNATION

Public

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