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MSNA shall retain records for the period of their immediate or current use, unless longer retentions are necessary for historical reference or to comply with contractual or legal requirements.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
7 Years
Audit reports of Accountants
Permanently
Certificate of Deposit records
Permanently
Checks (canceled)
7 Years
Contracts and leases (expired)
7 Years
Contracts and leases in effect
Permanently
Financial Statements (end of Year)
Permanently
Insurance Records (expired)
3 years
Insurance Records in effect
Permanently
Invoices to members and customers
5 years
Invoices from vendors
5 years
Newsletters
Permanently
MSNA Board minutes
Permanently
MSNA Annual Conference, Nutrition Education Seminar, Leadership Conference Records
Permanently
Other records as required
7 Years
Records shall be retained and destroyed according to the above schedule.
