How long do we hang on to certain records

Use this forum to discuss issues that are not found in any of the other clerk and stake technology specialist forums.
jtyewhit
Member
Posts: 75
Joined: Thu Oct 12, 2017 8:38 am

How long do we hang on to certain records

Postby jtyewhit » Sun Aug 30, 2020 2:19 pm

I understand that we keep financial records for three years.

What about records for those who receive welfare support? Is that in the same category as a financial record that we keep for three years? Or should we shred those records after an audit?

How about documents related to legal proceedings? The bishop didn't tell me what the proceeding was about, so I don't have details there.

lajackson
Community Moderators
Posts: 9640
Joined: Mon Mar 17, 2008 9:27 pm
Location: US

Re: How long do we hang on to certain records

Postby lajackson » Sun Aug 30, 2020 6:24 pm

jtyewhit wrote:I understand that we keep financial records for three years.

Three prior years plus current year in the United States. Other countries have different requirements.

If welfare records were needed for an audit, It sounds to me as if they were financial records and should be retained according to the financial rules.

When the bishop contacted the hot line concerning legal proceedings, they should have been able to answer his question about document retention. I am surprised he retained any at all. I would expect Headquarters would have any records concerning legal proceedings. In any event, the bishop should be able to call the hot line again for guidance on that one.

jtyewhit
Member
Posts: 75
Joined: Thu Oct 12, 2017 8:38 am

Re: How long do we hang on to certain records

Postby jtyewhit » Tue Sep 01, 2020 8:54 pm

It's a new bishop going through files left behind by the last bishop.
I'll recommend he call the legal hotline. Much thanks.


Return to “General Clerk Discussions”

Who is online

Users browsing this forum: No registered users and 5 guests