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Kansas Records Retention Schedules

Results of Query:

Agency Code: 365-002 (Kansas Public Employees Retirement System. Fiscal Services Division)
Subagency: Fiscal Administrative

Page 1 of 1 showing 11 records of 11 total, starting on record 1



Agency Number: 365-002
Kansas Public Employees Retirement System
Fiscal Services Division
Fiscal Administrative

SERIES ID 0005-365 
TITLE 15% Employer Files 
DESCRIPTION Documents relating to members files whose excess contributory assessments at retirement increase their final average salary about 15%. 
RETENTION See Comments 
COMMENTS Retain paper copy 3 calendar years then transfer to Employer Files and retain accordingly. Retain electronic format until no longer useful. 
DISPOSITION See Comments 
RESTRICTIONS KSA 74-4909(10) 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

SERIES ID 0006-365 
TITLE Affiliation Database 
DESCRIPTION Employer requests for affiliation which become part of Employer Files once the employer has been affiliated. 
RETENTION 003 cldr yrs 
DISPOSITION Destroy 
RESTRICTIONS KSA 74-4909(10) 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

SERIES ID 0007-365 
TITLE Arrearage Adjustments 
DESCRIPTION Adjustments computed to member's records for previous years including form K-17. 
RETENTION See comments 
COMMENTS Retain paper format 2 calendar years then microfilm and destroy paper original. Retain microfilm permanently. 
DISPOSITION See Comments 
RESTRICTIONS KSA 74-4909(10) 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

SERIES ID 0008-365 
TITLE Census Survey 
DESCRIPTION Quarterly Survey of the Finances of Public Employee Retirement Systems summarizing KPERS' financial status. 
RETENTION 002 cldr yrs 
DISPOSITION Destroy 
RESTRICTIONS None 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

SERIES ID 0009-365 
TITLE Contribution Report Check Sheet 
DESCRIPTION Grade sheets made on annual reports evaluating the annual performance of KPERS employers. 
RETENTION 002 cldr yrs 
DISPOSITION Destroy 
RESTRICTIONS None 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

SERIES ID 0042-365 
TITLE Electronic Fund Transfers (EFT) 
DESCRIPTION Banking information--code secured. 
RETENTION Permanent 
COMMENTS Retain electronic format for 10 calendar years, and hard copy permanently in office storage. EFT contractor has records as well. 
DISPOSITION Office Storage 
RESTRICTIONS KSA 74-4909(10) 
APPROVED 2003-07-17 
K.A.R. NUMBER 53-2-135 

SERIES ID 0043-365 
TITLE Employer Contributions--Electronic Funds Transfers 
DESCRIPTION Employer contribution breakdown records generated on all payments made via Automated Clearing House debit (Electronic Funds Transfers) from inception to present. 
RETENTION 010 cldr yrs 
COMMENTS Information stored electronically on pc, FS mini server, summary info on AS400, and the vendor has records. 
DISPOSITION Destroy 
RESTRICTIONS KSA 74-4909(10) 
APPROVED 2003-04-10 
K.A.R. NUMBER 53-2-134 

SERIES ID 0010-365 
TITLE Employer Files 
DESCRIPTION All pertinent employer information such as affiliation documents, contribution rate letters, designations of agent, and period of service letters. 
RETENTION Permanent 
DISPOSITION Office Storage 
RESTRICTIONS KSA 74-4909(10) 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

SERIES ID 0011-365 
TITLE Government Finance Officers Association Questionnaire--Pendat Survey 
DESCRIPTION Questionnaire submitted by the Government Finance Officers Association which compiles information on public pension systems benefit formulas, number of members and retirees and employers, and contributions, through the Pendat survey every two years. 
RETENTION 004 cldr yrs 
DISPOSITION Destroy 
RESTRICTIONS None 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

SERIES ID 0012-365 
TITLE KPERS Annual Report Work Papers 
DESCRIPTION Work papers used in preparation of KPERS Comprehensive Annual Financial Report. 
RETENTION 005 fisc yrs 
COMMENTS Retain notebooks 5 fiscal years in office, then retain until no longer useful. Auditor work papers also would contain some of this content. 
DISPOSITION Destroy 
RESTRICTIONS None 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

SERIES ID 0013-365 
TITLE Penalties Files 
DESCRIPTION Late penalty assessments assessed to contributing local employers which made late payments of contributions. 
RETENTION See Comments 
COMMENTS Keep paper 2 calendar years then microfilm and destroy paper original. Keep microfilm permanently. 
DISPOSITION See comments 
RESTRICTIONS KSA 74-4909(10) 
APPROVED 2002-04-11 
K.A.R. NUMBER 53-2-130 

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