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Subject:
From:
Nancy Ur <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Wed, 20 Jan 2010 09:06:16 -0500
Content-Type:
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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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