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Date: | Wed, 20 Jan 2010 09:30:01 -0500 |
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Nancy:
If retention is not specifically stated by state or federal statutes I would recommend
the state limitation of actions to set retentions, i.e. state limit for action on sales contracts
or personal for setting retention period on records that would relate to these subjects
for example.
John J. Colosimo, CRM, ECMP
Director, Records Management & Compliance
Carnival Corporation & plc
(305) 599-2600 Extension: 18034
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Nancy Ur
Sent: Wednesday, January 20, 2010 9:06 AM
To: [log in to unmask]
Subject: Retention for Insurance industry record types
Hi,
I'm new to this site (it is a great resource!) but I've been in records
management (pharmaceutical industry) for many years. I'm now working in the
insurance industry and I'm having some difficulty trying to find retention
timeframes for many of the record types used in insurance. I've gleaned a few
requirements from the National Insurance Association, but is there another
place (aside from CFR and New Jersey state law) that I could use as a
reference?
It seems the RM before me let the user departments determine their own
retentions, and I'm finding many things listed as "perm" or "50 years". As I'm
reviewing retention schedules, people are now deciding 9so they don't have to
do the reviews!) that they want to extend the retention dates! Obviously
there needs to be some re-education, but in the meantime, identifying correct
(or even industry standard) retention periods has become challenging.
If anyone would be willing to share their insurance retention schedule with me,
I'd be greatly appreciative (and relieved!). Thanks very much.
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