AGENCY: Workers Compensation Fund Division. Policyholder Services

SERIES: 8529
TITLE: Active policyholder case files
DATES: 1917-1988.
ARRANGEMENT: Alphabetical by policyholder name

DESCRIPTION: These are reference files which document the activities of current policyholders with the Workers' Compensation. They are used to track policy contract provisions and premium payment history. These are considered vital records and are backed-up by a master file located on the management information system. These files include policy contract endorsements, work locations where policy is in effect, business owner, premium payment history and reports, audit reports, workpapers, and correspondence between the policyholder and the Workers' Compensation.

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 10/1986

FORMAT MANAGEMENT

Paper: Retain in Office until policy is cancelled or case file closed and then transfer to Inactive Policyholder Case Files.

APPRAISAL

Administrative Legal

Previous decision: RDR 76-11: 10 years/private.

PRIMARY DESIGNATION

Private

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