Trust account records (GRS-2491)
Description
These records document bank statements from client trust accounts and are used to manage financial and audit records. Information includes returned checks, financial statements, and bank transactions.
Retention and Disposition
Retain for 4 years, and then destroy records.
Appraisal Value
Appraisal
Categories
Child and Family Services
Effective Date
Previous Schedule Number
SG-1(1116)-33