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| RECORD SERIES TITLE | DESCRIPTION | Total | Current | Archives | ||
| Accident and Injuries Records | Workers Compensation Claims Records | Settled+6. | Active | NO | ||
| Accounts Payable Records | Claims and Disbursements Records, Expenses, Accounting, Bookkeeping, Paid Invoices, Finance, Purchasing | 7 | 2 | NO | ||
| Accounts Receivable Records | Membership contributions, offering records | 7 | 2 | NO | ||
| Administrative Reports | Charge Conference reports, Administrative Board reports, Council on Ministries report, or administrative council reports | Permanent | 2 | YES | ||
| Annual Fiscal Reports | Closing of the Books Records, Financial Reports, Balance Reconciliation Records, State Accounts Reports | Permanent | 4 | YES | ||
| Architectural Drawings, Blueprints, and Maps | Permanent. | YES | ||||
| Audit Records | Permanent | 4 | YES | |||
| Bank Deposit Books | 7 | 2 | NO | |||
| Bank Deposit Slips | 3 | 3 | NO | |||
| Bank statements | 7 | 3 | NO | |||
| Benefits Policies and Procedures Records | Permanent | Active | YES | |||
| Bequest and Estate papers | wills, gift agreements, bequests | Permanent | As Necessary | |||
| Budget Records | Annual Budget | Permanent. | 4 | YES | ||
| Bulletins | Sunday worship bulletins, special local church occasion bulletins | Permanent | 2 | YES | ||
| Bylaws | Permanent | Active | YES | |||
| Cancelled Checks | Cashed Checks | 7 | 1 | NO | ||
| Certificates of Deposit, Canceled | 3 | 3 | NO | |||
| Committee Records | Local church committee records | Permanent | 4 | YES | ||
| Contracts | repairs, maintenance, lease agreements, loans | 4 - service contracts
6 -Repairs, Lease, Loans Permanent - new construction |
4 | NO - expect for those going to Archives | ||
| Correspondence - subject | Correspondence on special or topic interest | permanent | Active | YES | ||
| Correspondence - transitory | Routine correspondence | 1 | 1 | NO | ||
| Deduction Authorization Records | Deductions Input List | Active + 4 | Active | NO | ||
| Deeds | Deeds, Conveyances, Covenants, easements | Permanent | As Necessary | |||
| Directories | Permanent | Current | YES | |||
| Employment Eligibility Verification Forms | Active +1 (3 yrs Min.) | Active | NO | |||
| Employment Policies and Procedures Records | Employment Policies | Permanent. | Active | YES | ||
| Grievance Records | Active +3. | Active | NO | |||
| Insurance Policies | Permanent | Active | YES | |||
| Insurance Election Records, Employees | employment +6 | Active | NO | |||
| Inventories of Property and Equipment | Until superseded | Active | Transfer to Archives for Review | |||
| Invoices | 7 (except for major construction) | 3 | NO (transfer major construction series to Archives) | |||
| Membership records | Membership register, baptisms, marriages, transfers | Permanent | YES | |||
| Newsletters | Church newsletters, UMW, UMM, UMYF and other church group's newsletters | Permanent | 2 | YES | ||
| Pay Authorization Records | 5 | 2 | NO | |||
| Personnel Records | Personnel Files | Active+7 | Active | NO | ||
| Property Files | deeds, title papers, repair history, permits, lease agreement | Permanent | As Necessary | |||
| Purchase Orders | 7 | 3 | NO | |||
| Real Estate Surveys | surveys, plot plans and related correspondence | Permanent | As Necessary | |||
| Rejected Applications | Rejected and Incomplete Employment Applications | 2 | 1 | NO | ||
| Search Records- accepted | Active+7 | Active | NO | |||
| Search Records - all others | 5 | 1 | NO | |||
| Shipping and Freight Records | 3 | 3 | NO | |||
| Staff Meeting Records | Permanent. | 4 | YES | |||
| Tax-Exempt Certificates | Certificates and Form 990 | Permanent | As Necessary | |||
| Tax Returns | 7 | 5 | NO | |||
| Tax Withholding Authorization Records | Active + 5 | Active | NO | |||
| Time Sheets | 3 | 3 | NO | |||
| Travel Records | 5 | 1 | NO | |||
