• Master Schedules
• Retention policies and procedures

 

 

Record Series Title

Record Series Title Retention Schedule[Full Path] Information Type Keyword of [FullPath Or Essential Record Or Title Or Description Or Comments Or Code Or Record Type]

Record Series Code Record Series Title Minimum Retention Disposition DESCRIPTION Agency Specific Schedules: Teachers' Retirement Board: All Agency Programs TRB-01-001 Member Files (Corporate Master) Death date + 10 Year(s) Disposition is 10 years from date of member's death. Consists of records of individuals who contribute to the State Teacher's Retirement System, as well as those receiving contributions or benefits.  Includes, but not limited to applications for membership, for disability, for purchase of additional service, for withdrawal of voluntary account, or for withdrawal of a member's deposits; beneficiary designation; address/name change; annual statement of benefits; and appeals to the board.  Files are arranged alphabetically by member's last name.  Upon death of member, file is renamed to co-participant (spouse or beneficiary) or money is paid-out in a lump-sum. TRB-01-002 Member Files (Unclaimed Contributions) (Corporate Master) Abandoned date + 50 Year(s) Disposition is 50 years from date contributions are deemed abandoned as outlined in CGS Sec 10-183ee. Dispose after receipt of signed RC-108. Consists of records of individuals who contributed to the State Teachers' Retirement System, but have not claimed their contributions or other such benefits.  Includes, but not limited to applications for membership, for disability, and for purchase of additional service; beneficiary designation; address/name change; annual statement of benefits; and appeals to the board.  Files are arranged alphabetically by member's last name. TRB-01-003 Member Participant Data (Hard copy) (Corporate Master) Permanent   Consists of data gathered about members who contribute to the State Teacher's Retirement System to provide a history of payroll, promotion, and discipline.  Includes, but not limited to data about salary, date of birth, social security number, marital status, telephone numbers, addresses, educational and medical history, and bank account information.  Files are arranged in hard copy binders. TRB-01-004 Member Participant Data (Electronic copy) (Corporate Master) Superseded   Consists of data gathered about members who contribute to the State Teacher's Retirement System to provide a history of payroll, promotion, and discipline.  Includes, but not limited to data about salary, date of birth, social security number, marital status, telephone numbers, addresses, educational and medical history, and bank account information.  Files are arranged alphabetically by member's last name in database.

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