Financial Policy Handbook 2017

Record Title

Retention Period

Reason

VII. Budget

A. Appropriation Requests from Department B. Annual budget forms C. Final budget and Certificate Summary D. Budget Amendments

5 years

Fiscal value ends

5 eyars

Fiscal value ends

Permanent

Continuing fiscal and historical value

Permanent

Continuing fiscal and historical value

VIII. Tax Increment Financing A. Annual Urban Renewal Report B. Annual TIF Certifications to County Auditor C. Urban Renewal Plan (including amendments)

Permanent

Continuing fiscal and historical value

Permanent

Continuing fiscal and historical value

IX. Payroll

A. Payroll Journal (shows name, SSN, earning, deductions, net pay / period and yearly totals)

60 years

Fiscal value ends (satisfies long-term need for future salary and pension inquires)

B. Payroll Support Documents

5 years

Fiscal value ends

C. Federal Reporting Forms 1. W-2, W-3, W-4

5 years

Fiscal value ends Fiscal value ends Fiscal value ends Fiscal value ends

2. 941E Quarterly Report 5 years

3. Copy of Deposit Card

5 years 5 years

4. 1099,1096

D. State Reporting Forms 1. Withholding Agents Reports 2. Job Service Report

5 years

Fiscal value ends

5 years 5 years 5 years 5 years

Fiscal value ends Fiscal value ends Fiscal value ends Fiscal value ends

3. Copy of Deposit Card

4. IPERS

5. MFPRSI

E. Individual Employee File 1. Job Description and History

Permanent

Continuing historical value