Record Retention and Document Destruction Policy

MSNA shall retain records for the period of their immediate or current use, unless longer retentions are necessary for historical reference or to comply with contractual or legal requirements. Records and documents outlined in this policy include paper and electronic files.

MSNA Record Retention Schedule:

Bank Reconciliations

Audit reports of Accountants

Certificate of Deposit records

Checks (canceled)

Contracts and leases (expired)

Contracts and leases in effect

Financial Statements (end of Year)

Insurance Records (expired)

Insurance Records in effect

Invoices to members and customers

Invoices from vendors

Newsletters

MSNA Board minutes

MSNA Annual Conference, Nutrition Education Seminar, Leadership Conference Records

Other records as required

7 Years

Permanently

Permanently

7 Years

7 Years

Permanently

Permanently

3 years

Permanently

5 years

5 years

Permanently

Permanently

Permanently

7 years

Records shall be retained and destroyed according to the above schedule.


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