internal revenue service records control schedule 206 ... · ~ records and reports management...
TRANSCRIPT
bull LEAVE BLANKREQUEST FOR RECORDS DISPOSITION AUTHORITY JOB NO
(See Instructions on reverse) NCl-58-85-10 DATE RECEIVEDTO GENERAL SERVICES ADMINISTRATION
NATIONAL ARCHIVES AND RECORDSSERVICE WASHINGTON DC 20408 6-3-85 1 F ROM (Agency or establishment) NOTIFICATION TO AGENCY
Treasury Department In accordance with the provisions of 44 USC 3303a 2 MAJOR SUBDIVISION the disposal request including amendments is approved
except for items that may be marked disposition notInternal Revenue Service approved or withdrawn in column 10 If no records 3 MINOR SUBDIVISION are proposed for disposal the signature of the Archivist is
not required Facilities Management Division 4 NAME OF PERSON WITH WHOM TO CONFER 5 TELEPHONE EXT DATE ARCHIVIST OF THE UNITED STATES
-lz-Marcella Weston 566-9711 J-6S A-7- -6 CERTIFICATE OF AGENCY REPRESENTATIVE
I hereby certify that I am authorized to act for this agency in matters pertaining to the disposal of the agencys records that the records proposed for disposal in this Request of 15 page(s) are not now needed for the businessof this agency or will not be needed after the retention periods specified and that written concurrence from the General Accounting Office if required under the provisions of Title 8 of the GAO Manual for Guidance of Federal Agencies IS
attached
A GAO concurrence 0 is attached or og is unnecessary
B DATE D TITLE C ~URE OF~ G~CnES~TAT~E Chief
5-29-85 CL~~r ~ Records and Reports Management Section 9 GRS OR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM
(With InclusilJe Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)
The records covered by this request (Records Control Schedule 206 - Service Centers) are created or maintained in Internal Revenue Service Centers in carrying out their functions pertaining to revenue collection and accountingprocessing analysis and disposition of tax returnstax information documents and related records mailing of tax forms transcription of statistical informationand preparation of special reports (Revised copy of RCS 206 is attached)
RCS 206
3 Sub-Item (2)(a) Disposition changed to destroy 7 years NCl-58-78-2 after end of processing year in which delegatio~ of Item 1 authority was terminated
5 SUb-Item(2)(a) Language clarified Disposition changed ~Cl-58-8o-6 to destroy after 3 years or when no longer needed in Item 5 current operations whi)pever is earlier
New6 Sub-Item (l)(a) Language clarified Sub-Item (2) deleted no longer accumulating
10 Sub-Item (1) Disposition changed to destroy 6 reonths after ~Cl-58-82-9 completion of annual program It~ 10
Sub-Item (2) Disposition changed to destroy 6 months after completion of annual program
115-108 ~~~ NN~NNSJ fJc~ J- NSN 7540-00-634-4064 STANDARD FORM 115 (REV 8middot83) Prescribed by GSA
FfgtMH (41 CFR) 101middot1J4 Ii-Jlf~
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 2 OF 15 7 8 DESCRIPTION OF ITEM ITEM (WIth IncwIlle Dotes or RetentIon Periods)NO
14 Sub-Item (1) Language clarified
15 Deleted no longer accumulating
19 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of processing year
20 Sub-Item (1) through Sub-Item (3)(a) Deleted no longeraccumulating
Sub-Item (4) renumbered Sub-Item (1)
Sub-Item (5) renumber Sub-Item (2) and language clarified
Sub-Item (6) renumber Sub-Item (3) and language clarified
Sub-Item (7) renumbered Sub-Item (4) and language clarified
Sub-Item (8) renumbered Sub-Item (5)
21 Title clarified
22 Sub-Item (1) Disposition changed to destroy after 2 years
Sub-Item (2) Provision to retjre to Federal Records Center deleted
23 Sub-Item (l)(a) Disposition changed to destroy 1 year after completion of the entire course
Sub-Item (2)(a) Disposition changed to destroy 1 year after close of the year
25 Sub-Item (2)(a) Disposition changed to destroy when no longer needed in current operation
26 Sub-Item (3) Added Formerly Item 27
27 Deleted
9 GRSOR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
NCl-58-76 9 Item 4
NCl-58-82 9 Item 19
NCl-58-80 6 Item 20
NCl-58-78 4 -Item 20 -
NCl-58-78 4 Item 20
NCl-58-78 4 Item 20
NCl-58-78 4 Item 20
NCl-58-80 6 Item 21
NCl-58-80 6 Item 22
NN-170-16 Item 16
NN-170-16 Item 18
NN-170-16 Item 20
our cople bullbull Including original to be ubmltted STANDARD FORM 115middotA (REV 12-83) to the National Archive and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
115-204
bull bulllJOBNO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 3 OF 15 9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (With Inchuiue Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)
28
29
Sub-Item (l)(a) Disposition changed date of receipt
Sub-Item (1) Disposition changed to revocation
to destroy 1 year after
destroy 2 years after
NN-170-16 Item 21
NCl-58-80 Item 29
6
Sub-Item (2) Provision deleted
to retire to Federal Records Center
31 Sub-Item (1) Disposition changed to destroy after 3 years or when no longer needed in current operation whichever is earlier
NN-170-16 Item 24
32
33middot
34
35
36
38
39
Title changed to Physical and Document Security Files Sub-Item (1) Disposition ctanged to destroy after 2 years
Sub-Item (2)(a) Disposition changed to destroy 1 year after last entry for turn-in is made
Sub-Item (3)(a) Disposition changed to destroy 1 year after being placed in the dead file
Sub-Item (5)(a) Disposition changed to destroy after 1 year
Sub-Item (1) Disposition changed to destroy when supersededcy new plan and lists or when declared obsolete
Sub-Item (1) Disposition changed to destroy when supersededby new plan and lists or when declared obsolete
Sub-Item (1) Disposition changed to destroy when supersededby new plan and lists or when declared obsolete
Sub-Item (l)(a) Title and disposition changed
Sub-Item (l)(b) Added for Tax Related (except Statutory Notiees)
Sub-Item (2)(a) Disposition changed to destroy 7 years after end of processing year
Deleted no longer accumulating
Sub-Item (3)(b) Added to permit retirement to the Federal Records Center 2 years after the end of the processing year
NN-170-16 Item 25
~Cl-58-80 6 Item 33
tNN-170-16 Item 27
tNN-170-16 Item 28
tNN-170-16 Item 29
~Cl-58-76-9 Item 30
NCl-58-82-9 Item 38
~Cl-58-76-4 Item 124
48 New Item for Employers Annual Return of IUlocated Tips New (Form 8027)
115-204 Four coplelncludlng original tomiddotbeubmltted to the National Archive and Record Service
STANDARD FORM Prescribed by GSA
115middotA (REV 12middot83)
FPMR (41 CFR) 101-114
bull bullIJOB NO pAGEREQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 4 OF 1 C
9 GRS OR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Inclrulve Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)
Title clarified Cl-58-80- )Sub-Item (1) Disposition changed to destroy 3 years after Item 49
case is closed or when no longer needed whichever is earlier
50 Deleted no longer accumulating
51 Deleted nc longer accumulating
52 Deleted no longer accumulating
53 Deleted no longer accumulating
54 Sub-Item (l)(a) Disposition changed to destroy after Cl-58-82-~ January 2 of the year following the purge year which is Item 54 identified by the first 2 digits of the SDLN on the POA or TIA
55 Title revised to include Forms 1040EZ Cl-58-82-Item 55
57 Sub-Item (l)(b)l Retirement cbanged to retire to Federal Cl-58-78-Records Center 6 months after end of processi~g year Item 57
Sub-Item (1) Disposition changed from RETAIN to destroy Cl-58-84-after related case becomes inactive Transfer to the Item 1 Federal Records Center not authorized
64 Deleted no longer accumulating
66 Sub-Item (1) Disposition changed to destroy 6 years after Cl-58-82- processing year Item 66
68 Sub-Item (1) Disposition changed to deetroy 1 year after Cl-58-82-~ processing year Item 68
Sub-Item (l)(a)l Disposition changed to destroy at the end Cl-58-82-~ of each month 6 months after the case is closed Item 69
Sub-Item (l)(b)l Disposition changed to destroy at the end of each montb 6 months after the case is closed
New Sub-Item (l)(c) Added for Undelivered Return DelinquencyNotices (Forms 4901 and 4902) I bull
Sub-Item (2)(a) Disposition changed to destroy at the end of each month 6 months after the case is closed
New Sub-Item 3 Added for Undelivered Balance Due Notices
115middot204 Four copies Including original to be submitted STANDARD FORM 115middotA (REV 12middot83) to the National Archives and Records Service Prescribed by GSA
FPMR (41 CFR1I0lmiddot11 4
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 5 OF15
7 8 DESCRIPTION OF ITEM ITEM NO (WIth Incbulue Dote or Retention Periods
69 (C ntd)
Old Sub-Item 3 renumbered Sub-Item 4 Disposition changed to include retirement to the Federal Records Center and destroy after 3 years
Old Sub-Item 4 renumbered Sub-Item 5 Text amended to exclude reference to Form 433-M
Old Sub-Item 5 renumbered Sub-Item 6 Disposition changed te destroy at the end of each month 6 months after the case is closed
OldmiddotSub-Item 6 renumbered Sub-Item 7
Old Sub-Item 7 renumbered Sub-Item 8 Disposition changed to destroy atthe end of each month 6 months after the case is closed
70 Sub-Item (l)(a) Disposition changed to destroy 5 years after the end of year in which processed
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center at the end of June and at the end of December those forms and related documents over 6 months retention
71 Sub-Item (1) Disposition changed to destroy 6 years after filing
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 months following the precessing year
72 Old Item deleted New ItEm added for Certification byChurches and Qualified Church Controlled OrganizationsElecting Exemption from Employer Social Security Taxes (Form 8274)
Text amended to add Form SS-15 was obsoleted 1-1-84 no longer accumulating
Sub-Item (1) Disposition changed to destroy 7 years after the end of year processed
74 Deleted no longer accumulating
9 GRSOR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
N-170-16 Item 70
engressio hal 10895 90th Congress2nd Sess
New
~Cl-58-82-9 Item 73
115middot204 Four cole Including orlgln1 to be submitted STANDARD FORM 115middotA (REV 12-83)to tile NtloMI Arclll nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 6 OF 15 9 GRSOR 10 ACTION7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM
(WIth Inc1U11HI Dote or Retention PeritHh) JOB (NARSUSENO CITATION ONLY)
75 Sub-Item (l)(a) Disposition changed to destroy 1 year after the case is closed
Sub-Item (2) Added for Problem Resolution Statistical Records (Form 6016)
Sub-Item (3) Added for Problem Resolution Time Report(Form 6172)
Sub-Item (4) Added for Quarterly Narrative Reports
Sub-Item (5) Added for PRP System Change Requests
Sub-Item (6) Added for PRP Trip Reports
Sub-Item (7) Added for Problem Resolution Office Management
76 Sub-Item (1) Disposition changed to destroy 30 years after end of processing year
fub-Item (2) Retirement changed to retire to Federal Records Center January 2 following the processing year
77 Disposition changed from RETAIN to destroy 75 years after date of waiver
78 Sub-Item (l)(a) Disposition changed to destroy 1 year after erdof year in which correction was made
Sub-Item (l)(b) Provision to retire to Federal Records Center deleted
Sub-Item (2)(a) Disposition changed to destroy 1 year after end of processing year
79 Deleted no longer accumulating
80 Deleted noclonge accumulatingr
81 Sub-Item (l)(a) Disposition changed to destroy 3 years after termination
Sub-Item (2)(a) Disposition changed to destroy 3 years after all accounts have been terminated
82 Sub-Item (1) Disposition changed to Qestroy 4 years after the end of the processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 ~onths after the end of the processing year
NCl-58-80 6 Item 75
~Cl-58-82 9 Item 76
~ong 1895~Oth CongoDnd Sess
~Cl-58-82 9 Item 78
~Cl-58-82 9 Item 81
~Cl-58-80-6 Item 82
115middot204 our cOfJlbullbull Including original tobe submitted STANDARD FORM 115-A (REV 12-83) to the National Archlvbullbull and Rcord Service Prescribed by GSA
FPMR (41 CFR) 101middot114
bull IJOB NO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 7 OF 15
9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Incwlue Date or Retention PeriocU) JOB (NARSUSENO
CITATION ONLY)
84 Deleted no lor-geraccumlating
Sub-Item (l)(c) Form 1099R added tWl-middot58-80-6 Item 85
Sub-Tt-em (6) Deleted no lcnger accumulating
86 Sub-Item (1) tisposition changed to destroy 3 years after tiJCl-58-78-4 end of processing year Item 86
90 Sub-Item (1) Disposition changed to destroy 1 year after NCl-5880-~ end of processing year Item 90
92 Deleted no longer accumulating
98 Old Item deleted no longer accumulating New Item added New for US Annual Summary and Transmittal of US In-formation Return (Form 1096)
99 Old Item deleted no longer accumulating New Item added New for Investor Reporting of Tax Shelter RegistrationNum1er (Form 827l-Photocopies)
100 Old Item deleted no longer accumulating New Item added New for Application for Registration of a Tax Shelter (KCSC only)~
101 Sub-Item (l)(b) Retirement to Federal Records Center deleted ~Cl-58-78 4 Item 101
Sub-Item (2)(a)2 Retirement to Federal Records Center deleted
103 Sub-Item (l)(a) Disposition changed to destroy 60 days after data has been converted to magnetic tape and tape has been balanced and verified
Sub-Item (2)(a) Disposition changed to destroy 60 days NN-170-l6 after end of processing Item 55
104 Title changed to read CycleBlock Proof Listing Register NCl-58-76 9 Item 10
107 Sub-Item (1) Disposition changed to destroy after completion Congo l89t
of annual program upon notification by Statistics Division 90th Cong National Office ~nd Sess
111 Sub-Item (1) Disposition changed to destroy after completionof annual program upon notification by Statistics Division National Office
112 Deleted no longer accumulating
115-204 our cople bullbull Including orlgln1 to lie submitted STANDARD FORM 115-A (REV 12-83)to tIM Ntlon1 Arcllive bullbull nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOBNO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 8 OF 15
7 8 DESCRIPTION OF ITEM ITEM (WIth IncllUlue Date or Retention PeriodsNO
113 Sub-Item (1) Disposition changed to destroy upon notification by Statistics Division National Office
114 Deleted
115 Deleted
116 Deleted
117 Sub-Item (1) Disposition changed to destroy 5 years after end of processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center beginning July 1 18 months after end of processing year
118 Sub-Item (2)(b)2 Retirement changed to retire to Federal Records Center 1 year after end of processing year
119 Deleted
121 Deleted
124 Disposition language clarified
126 Sub-Item (1) Title changed to Transcript Limiting Card and Specific Transcript Card
Sub-Item (3) deleted
130 Descriptive language clarified
131 bull Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
133 Deleted
134 Deleted
136 Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
137 Sub-Item (1) Language clarified
Sub-Item (2) deleted
138 Deleted
9 GRS OR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
~ong 819p5th Congo~st Sess
amp ~ong 162Cp5th CongoDnd Sess
NCl-58 82 9 Item 117
NCl-58-82 9 Item 118
NCl-58-82 9 Item 124
NCl-58-76 9 Item 14
NN-170-16 Item 63
NN-170-16 Lt em 65
lTN-170-16 Item 69
NCl-58-80 6 Item 137
115middot204 Four cople Including original to be submitted STANDARD FORM 115middotA (REV 12middot83)to the National Archive and Records Service Presltrlbed by GSA
FPMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 2 OF 15 7 8 DESCRIPTION OF ITEM ITEM (WIth IncwIlle Dotes or RetentIon Periods)NO
14 Sub-Item (1) Language clarified
15 Deleted no longer accumulating
19 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of processing year
20 Sub-Item (1) through Sub-Item (3)(a) Deleted no longeraccumulating
Sub-Item (4) renumbered Sub-Item (1)
Sub-Item (5) renumber Sub-Item (2) and language clarified
Sub-Item (6) renumber Sub-Item (3) and language clarified
Sub-Item (7) renumbered Sub-Item (4) and language clarified
Sub-Item (8) renumbered Sub-Item (5)
21 Title clarified
22 Sub-Item (1) Disposition changed to destroy after 2 years
Sub-Item (2) Provision to retjre to Federal Records Center deleted
23 Sub-Item (l)(a) Disposition changed to destroy 1 year after completion of the entire course
Sub-Item (2)(a) Disposition changed to destroy 1 year after close of the year
25 Sub-Item (2)(a) Disposition changed to destroy when no longer needed in current operation
26 Sub-Item (3) Added Formerly Item 27
27 Deleted
9 GRSOR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
NCl-58-76 9 Item 4
NCl-58-82 9 Item 19
NCl-58-80 6 Item 20
NCl-58-78 4 -Item 20 -
NCl-58-78 4 Item 20
NCl-58-78 4 Item 20
NCl-58-78 4 Item 20
NCl-58-80 6 Item 21
NCl-58-80 6 Item 22
NN-170-16 Item 16
NN-170-16 Item 18
NN-170-16 Item 20
our cople bullbull Including original to be ubmltted STANDARD FORM 115middotA (REV 12-83) to the National Archive and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
115-204
bull bulllJOBNO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 3 OF 15 9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (With Inchuiue Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)
28
29
Sub-Item (l)(a) Disposition changed date of receipt
Sub-Item (1) Disposition changed to revocation
to destroy 1 year after
destroy 2 years after
NN-170-16 Item 21
NCl-58-80 Item 29
6
Sub-Item (2) Provision deleted
to retire to Federal Records Center
31 Sub-Item (1) Disposition changed to destroy after 3 years or when no longer needed in current operation whichever is earlier
NN-170-16 Item 24
32
33middot
34
35
36
38
39
Title changed to Physical and Document Security Files Sub-Item (1) Disposition ctanged to destroy after 2 years
Sub-Item (2)(a) Disposition changed to destroy 1 year after last entry for turn-in is made
Sub-Item (3)(a) Disposition changed to destroy 1 year after being placed in the dead file
Sub-Item (5)(a) Disposition changed to destroy after 1 year
Sub-Item (1) Disposition changed to destroy when supersededcy new plan and lists or when declared obsolete
Sub-Item (1) Disposition changed to destroy when supersededby new plan and lists or when declared obsolete
Sub-Item (1) Disposition changed to destroy when supersededby new plan and lists or when declared obsolete
Sub-Item (l)(a) Title and disposition changed
Sub-Item (l)(b) Added for Tax Related (except Statutory Notiees)
Sub-Item (2)(a) Disposition changed to destroy 7 years after end of processing year
Deleted no longer accumulating
Sub-Item (3)(b) Added to permit retirement to the Federal Records Center 2 years after the end of the processing year
NN-170-16 Item 25
~Cl-58-80 6 Item 33
tNN-170-16 Item 27
tNN-170-16 Item 28
tNN-170-16 Item 29
~Cl-58-76-9 Item 30
NCl-58-82-9 Item 38
~Cl-58-76-4 Item 124
48 New Item for Employers Annual Return of IUlocated Tips New (Form 8027)
115-204 Four coplelncludlng original tomiddotbeubmltted to the National Archive and Record Service
STANDARD FORM Prescribed by GSA
115middotA (REV 12middot83)
FPMR (41 CFR) 101-114
bull bullIJOB NO pAGEREQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 4 OF 1 C
9 GRS OR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Inclrulve Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)
Title clarified Cl-58-80- )Sub-Item (1) Disposition changed to destroy 3 years after Item 49
case is closed or when no longer needed whichever is earlier
50 Deleted no longer accumulating
51 Deleted nc longer accumulating
52 Deleted no longer accumulating
53 Deleted no longer accumulating
54 Sub-Item (l)(a) Disposition changed to destroy after Cl-58-82-~ January 2 of the year following the purge year which is Item 54 identified by the first 2 digits of the SDLN on the POA or TIA
55 Title revised to include Forms 1040EZ Cl-58-82-Item 55
57 Sub-Item (l)(b)l Retirement cbanged to retire to Federal Cl-58-78-Records Center 6 months after end of processi~g year Item 57
Sub-Item (1) Disposition changed from RETAIN to destroy Cl-58-84-after related case becomes inactive Transfer to the Item 1 Federal Records Center not authorized
64 Deleted no longer accumulating
66 Sub-Item (1) Disposition changed to destroy 6 years after Cl-58-82- processing year Item 66
68 Sub-Item (1) Disposition changed to deetroy 1 year after Cl-58-82-~ processing year Item 68
Sub-Item (l)(a)l Disposition changed to destroy at the end Cl-58-82-~ of each month 6 months after the case is closed Item 69
Sub-Item (l)(b)l Disposition changed to destroy at the end of each montb 6 months after the case is closed
New Sub-Item (l)(c) Added for Undelivered Return DelinquencyNotices (Forms 4901 and 4902) I bull
Sub-Item (2)(a) Disposition changed to destroy at the end of each month 6 months after the case is closed
New Sub-Item 3 Added for Undelivered Balance Due Notices
115middot204 Four copies Including original to be submitted STANDARD FORM 115middotA (REV 12middot83) to the National Archives and Records Service Prescribed by GSA
FPMR (41 CFR1I0lmiddot11 4
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 5 OF15
7 8 DESCRIPTION OF ITEM ITEM NO (WIth Incbulue Dote or Retention Periods
69 (C ntd)
Old Sub-Item 3 renumbered Sub-Item 4 Disposition changed to include retirement to the Federal Records Center and destroy after 3 years
Old Sub-Item 4 renumbered Sub-Item 5 Text amended to exclude reference to Form 433-M
Old Sub-Item 5 renumbered Sub-Item 6 Disposition changed te destroy at the end of each month 6 months after the case is closed
OldmiddotSub-Item 6 renumbered Sub-Item 7
Old Sub-Item 7 renumbered Sub-Item 8 Disposition changed to destroy atthe end of each month 6 months after the case is closed
70 Sub-Item (l)(a) Disposition changed to destroy 5 years after the end of year in which processed
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center at the end of June and at the end of December those forms and related documents over 6 months retention
71 Sub-Item (1) Disposition changed to destroy 6 years after filing
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 months following the precessing year
72 Old Item deleted New ItEm added for Certification byChurches and Qualified Church Controlled OrganizationsElecting Exemption from Employer Social Security Taxes (Form 8274)
Text amended to add Form SS-15 was obsoleted 1-1-84 no longer accumulating
Sub-Item (1) Disposition changed to destroy 7 years after the end of year processed
74 Deleted no longer accumulating
9 GRSOR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
N-170-16 Item 70
engressio hal 10895 90th Congress2nd Sess
New
~Cl-58-82-9 Item 73
115middot204 Four cole Including orlgln1 to be submitted STANDARD FORM 115middotA (REV 12-83)to tile NtloMI Arclll nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 6 OF 15 9 GRSOR 10 ACTION7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM
(WIth Inc1U11HI Dote or Retention PeritHh) JOB (NARSUSENO CITATION ONLY)
75 Sub-Item (l)(a) Disposition changed to destroy 1 year after the case is closed
Sub-Item (2) Added for Problem Resolution Statistical Records (Form 6016)
Sub-Item (3) Added for Problem Resolution Time Report(Form 6172)
Sub-Item (4) Added for Quarterly Narrative Reports
Sub-Item (5) Added for PRP System Change Requests
Sub-Item (6) Added for PRP Trip Reports
Sub-Item (7) Added for Problem Resolution Office Management
76 Sub-Item (1) Disposition changed to destroy 30 years after end of processing year
fub-Item (2) Retirement changed to retire to Federal Records Center January 2 following the processing year
77 Disposition changed from RETAIN to destroy 75 years after date of waiver
78 Sub-Item (l)(a) Disposition changed to destroy 1 year after erdof year in which correction was made
Sub-Item (l)(b) Provision to retire to Federal Records Center deleted
Sub-Item (2)(a) Disposition changed to destroy 1 year after end of processing year
79 Deleted no longer accumulating
80 Deleted noclonge accumulatingr
81 Sub-Item (l)(a) Disposition changed to destroy 3 years after termination
Sub-Item (2)(a) Disposition changed to destroy 3 years after all accounts have been terminated
82 Sub-Item (1) Disposition changed to Qestroy 4 years after the end of the processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 ~onths after the end of the processing year
NCl-58-80 6 Item 75
~Cl-58-82 9 Item 76
~ong 1895~Oth CongoDnd Sess
~Cl-58-82 9 Item 78
~Cl-58-82 9 Item 81
~Cl-58-80-6 Item 82
115middot204 our cOfJlbullbull Including original tobe submitted STANDARD FORM 115-A (REV 12-83) to the National Archlvbullbull and Rcord Service Prescribed by GSA
FPMR (41 CFR) 101middot114
bull IJOB NO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 7 OF 15
9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Incwlue Date or Retention PeriocU) JOB (NARSUSENO
CITATION ONLY)
84 Deleted no lor-geraccumlating
Sub-Item (l)(c) Form 1099R added tWl-middot58-80-6 Item 85
Sub-Tt-em (6) Deleted no lcnger accumulating
86 Sub-Item (1) tisposition changed to destroy 3 years after tiJCl-58-78-4 end of processing year Item 86
90 Sub-Item (1) Disposition changed to destroy 1 year after NCl-5880-~ end of processing year Item 90
92 Deleted no longer accumulating
98 Old Item deleted no longer accumulating New Item added New for US Annual Summary and Transmittal of US In-formation Return (Form 1096)
99 Old Item deleted no longer accumulating New Item added New for Investor Reporting of Tax Shelter RegistrationNum1er (Form 827l-Photocopies)
100 Old Item deleted no longer accumulating New Item added New for Application for Registration of a Tax Shelter (KCSC only)~
101 Sub-Item (l)(b) Retirement to Federal Records Center deleted ~Cl-58-78 4 Item 101
Sub-Item (2)(a)2 Retirement to Federal Records Center deleted
103 Sub-Item (l)(a) Disposition changed to destroy 60 days after data has been converted to magnetic tape and tape has been balanced and verified
Sub-Item (2)(a) Disposition changed to destroy 60 days NN-170-l6 after end of processing Item 55
104 Title changed to read CycleBlock Proof Listing Register NCl-58-76 9 Item 10
107 Sub-Item (1) Disposition changed to destroy after completion Congo l89t
of annual program upon notification by Statistics Division 90th Cong National Office ~nd Sess
111 Sub-Item (1) Disposition changed to destroy after completionof annual program upon notification by Statistics Division National Office
112 Deleted no longer accumulating
115-204 our cople bullbull Including orlgln1 to lie submitted STANDARD FORM 115-A (REV 12-83)to tIM Ntlon1 Arcllive bullbull nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOBNO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 8 OF 15
7 8 DESCRIPTION OF ITEM ITEM (WIth IncllUlue Date or Retention PeriodsNO
113 Sub-Item (1) Disposition changed to destroy upon notification by Statistics Division National Office
114 Deleted
115 Deleted
116 Deleted
117 Sub-Item (1) Disposition changed to destroy 5 years after end of processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center beginning July 1 18 months after end of processing year
118 Sub-Item (2)(b)2 Retirement changed to retire to Federal Records Center 1 year after end of processing year
119 Deleted
121 Deleted
124 Disposition language clarified
126 Sub-Item (1) Title changed to Transcript Limiting Card and Specific Transcript Card
Sub-Item (3) deleted
130 Descriptive language clarified
131 bull Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
133 Deleted
134 Deleted
136 Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
137 Sub-Item (1) Language clarified
Sub-Item (2) deleted
138 Deleted
9 GRS OR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
~ong 819p5th Congo~st Sess
amp ~ong 162Cp5th CongoDnd Sess
NCl-58 82 9 Item 117
NCl-58-82 9 Item 118
NCl-58-82 9 Item 124
NCl-58-76 9 Item 14
NN-170-16 Item 63
NN-170-16 Lt em 65
lTN-170-16 Item 69
NCl-58-80 6 Item 137
115middot204 Four cople Including original to be submitted STANDARD FORM 115middotA (REV 12middot83)to the National Archive and Records Service Presltrlbed by GSA
FPMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
bull bulllJOBNO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 3 OF 15 9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (With Inchuiue Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)
28
29
Sub-Item (l)(a) Disposition changed date of receipt
Sub-Item (1) Disposition changed to revocation
to destroy 1 year after
destroy 2 years after
NN-170-16 Item 21
NCl-58-80 Item 29
6
Sub-Item (2) Provision deleted
to retire to Federal Records Center
31 Sub-Item (1) Disposition changed to destroy after 3 years or when no longer needed in current operation whichever is earlier
NN-170-16 Item 24
32
33middot
34
35
36
38
39
Title changed to Physical and Document Security Files Sub-Item (1) Disposition ctanged to destroy after 2 years
Sub-Item (2)(a) Disposition changed to destroy 1 year after last entry for turn-in is made
Sub-Item (3)(a) Disposition changed to destroy 1 year after being placed in the dead file
Sub-Item (5)(a) Disposition changed to destroy after 1 year
Sub-Item (1) Disposition changed to destroy when supersededcy new plan and lists or when declared obsolete
Sub-Item (1) Disposition changed to destroy when supersededby new plan and lists or when declared obsolete
Sub-Item (1) Disposition changed to destroy when supersededby new plan and lists or when declared obsolete
Sub-Item (l)(a) Title and disposition changed
Sub-Item (l)(b) Added for Tax Related (except Statutory Notiees)
Sub-Item (2)(a) Disposition changed to destroy 7 years after end of processing year
Deleted no longer accumulating
Sub-Item (3)(b) Added to permit retirement to the Federal Records Center 2 years after the end of the processing year
NN-170-16 Item 25
~Cl-58-80 6 Item 33
tNN-170-16 Item 27
tNN-170-16 Item 28
tNN-170-16 Item 29
~Cl-58-76-9 Item 30
NCl-58-82-9 Item 38
~Cl-58-76-4 Item 124
48 New Item for Employers Annual Return of IUlocated Tips New (Form 8027)
115-204 Four coplelncludlng original tomiddotbeubmltted to the National Archive and Record Service
STANDARD FORM Prescribed by GSA
115middotA (REV 12middot83)
FPMR (41 CFR) 101-114
bull bullIJOB NO pAGEREQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 4 OF 1 C
9 GRS OR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Inclrulve Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)
Title clarified Cl-58-80- )Sub-Item (1) Disposition changed to destroy 3 years after Item 49
case is closed or when no longer needed whichever is earlier
50 Deleted no longer accumulating
51 Deleted nc longer accumulating
52 Deleted no longer accumulating
53 Deleted no longer accumulating
54 Sub-Item (l)(a) Disposition changed to destroy after Cl-58-82-~ January 2 of the year following the purge year which is Item 54 identified by the first 2 digits of the SDLN on the POA or TIA
55 Title revised to include Forms 1040EZ Cl-58-82-Item 55
57 Sub-Item (l)(b)l Retirement cbanged to retire to Federal Cl-58-78-Records Center 6 months after end of processi~g year Item 57
Sub-Item (1) Disposition changed from RETAIN to destroy Cl-58-84-after related case becomes inactive Transfer to the Item 1 Federal Records Center not authorized
64 Deleted no longer accumulating
66 Sub-Item (1) Disposition changed to destroy 6 years after Cl-58-82- processing year Item 66
68 Sub-Item (1) Disposition changed to deetroy 1 year after Cl-58-82-~ processing year Item 68
Sub-Item (l)(a)l Disposition changed to destroy at the end Cl-58-82-~ of each month 6 months after the case is closed Item 69
Sub-Item (l)(b)l Disposition changed to destroy at the end of each montb 6 months after the case is closed
New Sub-Item (l)(c) Added for Undelivered Return DelinquencyNotices (Forms 4901 and 4902) I bull
Sub-Item (2)(a) Disposition changed to destroy at the end of each month 6 months after the case is closed
New Sub-Item 3 Added for Undelivered Balance Due Notices
115middot204 Four copies Including original to be submitted STANDARD FORM 115middotA (REV 12middot83) to the National Archives and Records Service Prescribed by GSA
FPMR (41 CFR1I0lmiddot11 4
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 5 OF15
7 8 DESCRIPTION OF ITEM ITEM NO (WIth Incbulue Dote or Retention Periods
69 (C ntd)
Old Sub-Item 3 renumbered Sub-Item 4 Disposition changed to include retirement to the Federal Records Center and destroy after 3 years
Old Sub-Item 4 renumbered Sub-Item 5 Text amended to exclude reference to Form 433-M
Old Sub-Item 5 renumbered Sub-Item 6 Disposition changed te destroy at the end of each month 6 months after the case is closed
OldmiddotSub-Item 6 renumbered Sub-Item 7
Old Sub-Item 7 renumbered Sub-Item 8 Disposition changed to destroy atthe end of each month 6 months after the case is closed
70 Sub-Item (l)(a) Disposition changed to destroy 5 years after the end of year in which processed
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center at the end of June and at the end of December those forms and related documents over 6 months retention
71 Sub-Item (1) Disposition changed to destroy 6 years after filing
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 months following the precessing year
72 Old Item deleted New ItEm added for Certification byChurches and Qualified Church Controlled OrganizationsElecting Exemption from Employer Social Security Taxes (Form 8274)
Text amended to add Form SS-15 was obsoleted 1-1-84 no longer accumulating
Sub-Item (1) Disposition changed to destroy 7 years after the end of year processed
74 Deleted no longer accumulating
9 GRSOR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
N-170-16 Item 70
engressio hal 10895 90th Congress2nd Sess
New
~Cl-58-82-9 Item 73
115middot204 Four cole Including orlgln1 to be submitted STANDARD FORM 115middotA (REV 12-83)to tile NtloMI Arclll nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 6 OF 15 9 GRSOR 10 ACTION7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM
(WIth Inc1U11HI Dote or Retention PeritHh) JOB (NARSUSENO CITATION ONLY)
75 Sub-Item (l)(a) Disposition changed to destroy 1 year after the case is closed
Sub-Item (2) Added for Problem Resolution Statistical Records (Form 6016)
Sub-Item (3) Added for Problem Resolution Time Report(Form 6172)
Sub-Item (4) Added for Quarterly Narrative Reports
Sub-Item (5) Added for PRP System Change Requests
Sub-Item (6) Added for PRP Trip Reports
Sub-Item (7) Added for Problem Resolution Office Management
76 Sub-Item (1) Disposition changed to destroy 30 years after end of processing year
fub-Item (2) Retirement changed to retire to Federal Records Center January 2 following the processing year
77 Disposition changed from RETAIN to destroy 75 years after date of waiver
78 Sub-Item (l)(a) Disposition changed to destroy 1 year after erdof year in which correction was made
Sub-Item (l)(b) Provision to retire to Federal Records Center deleted
Sub-Item (2)(a) Disposition changed to destroy 1 year after end of processing year
79 Deleted no longer accumulating
80 Deleted noclonge accumulatingr
81 Sub-Item (l)(a) Disposition changed to destroy 3 years after termination
Sub-Item (2)(a) Disposition changed to destroy 3 years after all accounts have been terminated
82 Sub-Item (1) Disposition changed to Qestroy 4 years after the end of the processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 ~onths after the end of the processing year
NCl-58-80 6 Item 75
~Cl-58-82 9 Item 76
~ong 1895~Oth CongoDnd Sess
~Cl-58-82 9 Item 78
~Cl-58-82 9 Item 81
~Cl-58-80-6 Item 82
115middot204 our cOfJlbullbull Including original tobe submitted STANDARD FORM 115-A (REV 12-83) to the National Archlvbullbull and Rcord Service Prescribed by GSA
FPMR (41 CFR) 101middot114
bull IJOB NO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 7 OF 15
9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Incwlue Date or Retention PeriocU) JOB (NARSUSENO
CITATION ONLY)
84 Deleted no lor-geraccumlating
Sub-Item (l)(c) Form 1099R added tWl-middot58-80-6 Item 85
Sub-Tt-em (6) Deleted no lcnger accumulating
86 Sub-Item (1) tisposition changed to destroy 3 years after tiJCl-58-78-4 end of processing year Item 86
90 Sub-Item (1) Disposition changed to destroy 1 year after NCl-5880-~ end of processing year Item 90
92 Deleted no longer accumulating
98 Old Item deleted no longer accumulating New Item added New for US Annual Summary and Transmittal of US In-formation Return (Form 1096)
99 Old Item deleted no longer accumulating New Item added New for Investor Reporting of Tax Shelter RegistrationNum1er (Form 827l-Photocopies)
100 Old Item deleted no longer accumulating New Item added New for Application for Registration of a Tax Shelter (KCSC only)~
101 Sub-Item (l)(b) Retirement to Federal Records Center deleted ~Cl-58-78 4 Item 101
Sub-Item (2)(a)2 Retirement to Federal Records Center deleted
103 Sub-Item (l)(a) Disposition changed to destroy 60 days after data has been converted to magnetic tape and tape has been balanced and verified
Sub-Item (2)(a) Disposition changed to destroy 60 days NN-170-l6 after end of processing Item 55
104 Title changed to read CycleBlock Proof Listing Register NCl-58-76 9 Item 10
107 Sub-Item (1) Disposition changed to destroy after completion Congo l89t
of annual program upon notification by Statistics Division 90th Cong National Office ~nd Sess
111 Sub-Item (1) Disposition changed to destroy after completionof annual program upon notification by Statistics Division National Office
112 Deleted no longer accumulating
115-204 our cople bullbull Including orlgln1 to lie submitted STANDARD FORM 115-A (REV 12-83)to tIM Ntlon1 Arcllive bullbull nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOBNO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 8 OF 15
7 8 DESCRIPTION OF ITEM ITEM (WIth IncllUlue Date or Retention PeriodsNO
113 Sub-Item (1) Disposition changed to destroy upon notification by Statistics Division National Office
114 Deleted
115 Deleted
116 Deleted
117 Sub-Item (1) Disposition changed to destroy 5 years after end of processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center beginning July 1 18 months after end of processing year
118 Sub-Item (2)(b)2 Retirement changed to retire to Federal Records Center 1 year after end of processing year
119 Deleted
121 Deleted
124 Disposition language clarified
126 Sub-Item (1) Title changed to Transcript Limiting Card and Specific Transcript Card
Sub-Item (3) deleted
130 Descriptive language clarified
131 bull Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
133 Deleted
134 Deleted
136 Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
137 Sub-Item (1) Language clarified
Sub-Item (2) deleted
138 Deleted
9 GRS OR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
~ong 819p5th Congo~st Sess
amp ~ong 162Cp5th CongoDnd Sess
NCl-58 82 9 Item 117
NCl-58-82 9 Item 118
NCl-58-82 9 Item 124
NCl-58-76 9 Item 14
NN-170-16 Item 63
NN-170-16 Lt em 65
lTN-170-16 Item 69
NCl-58-80 6 Item 137
115middot204 Four cople Including original to be submitted STANDARD FORM 115middotA (REV 12middot83)to the National Archive and Records Service Presltrlbed by GSA
FPMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
bull bullIJOB NO pAGEREQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 4 OF 1 C
9 GRS OR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Inclrulve Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)
Title clarified Cl-58-80- )Sub-Item (1) Disposition changed to destroy 3 years after Item 49
case is closed or when no longer needed whichever is earlier
50 Deleted no longer accumulating
51 Deleted nc longer accumulating
52 Deleted no longer accumulating
53 Deleted no longer accumulating
54 Sub-Item (l)(a) Disposition changed to destroy after Cl-58-82-~ January 2 of the year following the purge year which is Item 54 identified by the first 2 digits of the SDLN on the POA or TIA
55 Title revised to include Forms 1040EZ Cl-58-82-Item 55
57 Sub-Item (l)(b)l Retirement cbanged to retire to Federal Cl-58-78-Records Center 6 months after end of processi~g year Item 57
Sub-Item (1) Disposition changed from RETAIN to destroy Cl-58-84-after related case becomes inactive Transfer to the Item 1 Federal Records Center not authorized
64 Deleted no longer accumulating
66 Sub-Item (1) Disposition changed to destroy 6 years after Cl-58-82- processing year Item 66
68 Sub-Item (1) Disposition changed to deetroy 1 year after Cl-58-82-~ processing year Item 68
Sub-Item (l)(a)l Disposition changed to destroy at the end Cl-58-82-~ of each month 6 months after the case is closed Item 69
Sub-Item (l)(b)l Disposition changed to destroy at the end of each montb 6 months after the case is closed
New Sub-Item (l)(c) Added for Undelivered Return DelinquencyNotices (Forms 4901 and 4902) I bull
Sub-Item (2)(a) Disposition changed to destroy at the end of each month 6 months after the case is closed
New Sub-Item 3 Added for Undelivered Balance Due Notices
115middot204 Four copies Including original to be submitted STANDARD FORM 115middotA (REV 12middot83) to the National Archives and Records Service Prescribed by GSA
FPMR (41 CFR1I0lmiddot11 4
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 5 OF15
7 8 DESCRIPTION OF ITEM ITEM NO (WIth Incbulue Dote or Retention Periods
69 (C ntd)
Old Sub-Item 3 renumbered Sub-Item 4 Disposition changed to include retirement to the Federal Records Center and destroy after 3 years
Old Sub-Item 4 renumbered Sub-Item 5 Text amended to exclude reference to Form 433-M
Old Sub-Item 5 renumbered Sub-Item 6 Disposition changed te destroy at the end of each month 6 months after the case is closed
OldmiddotSub-Item 6 renumbered Sub-Item 7
Old Sub-Item 7 renumbered Sub-Item 8 Disposition changed to destroy atthe end of each month 6 months after the case is closed
70 Sub-Item (l)(a) Disposition changed to destroy 5 years after the end of year in which processed
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center at the end of June and at the end of December those forms and related documents over 6 months retention
71 Sub-Item (1) Disposition changed to destroy 6 years after filing
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 months following the precessing year
72 Old Item deleted New ItEm added for Certification byChurches and Qualified Church Controlled OrganizationsElecting Exemption from Employer Social Security Taxes (Form 8274)
Text amended to add Form SS-15 was obsoleted 1-1-84 no longer accumulating
Sub-Item (1) Disposition changed to destroy 7 years after the end of year processed
74 Deleted no longer accumulating
9 GRSOR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
N-170-16 Item 70
engressio hal 10895 90th Congress2nd Sess
New
~Cl-58-82-9 Item 73
115middot204 Four cole Including orlgln1 to be submitted STANDARD FORM 115middotA (REV 12-83)to tile NtloMI Arclll nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 6 OF 15 9 GRSOR 10 ACTION7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM
(WIth Inc1U11HI Dote or Retention PeritHh) JOB (NARSUSENO CITATION ONLY)
75 Sub-Item (l)(a) Disposition changed to destroy 1 year after the case is closed
Sub-Item (2) Added for Problem Resolution Statistical Records (Form 6016)
Sub-Item (3) Added for Problem Resolution Time Report(Form 6172)
Sub-Item (4) Added for Quarterly Narrative Reports
Sub-Item (5) Added for PRP System Change Requests
Sub-Item (6) Added for PRP Trip Reports
Sub-Item (7) Added for Problem Resolution Office Management
76 Sub-Item (1) Disposition changed to destroy 30 years after end of processing year
fub-Item (2) Retirement changed to retire to Federal Records Center January 2 following the processing year
77 Disposition changed from RETAIN to destroy 75 years after date of waiver
78 Sub-Item (l)(a) Disposition changed to destroy 1 year after erdof year in which correction was made
Sub-Item (l)(b) Provision to retire to Federal Records Center deleted
Sub-Item (2)(a) Disposition changed to destroy 1 year after end of processing year
79 Deleted no longer accumulating
80 Deleted noclonge accumulatingr
81 Sub-Item (l)(a) Disposition changed to destroy 3 years after termination
Sub-Item (2)(a) Disposition changed to destroy 3 years after all accounts have been terminated
82 Sub-Item (1) Disposition changed to Qestroy 4 years after the end of the processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 ~onths after the end of the processing year
NCl-58-80 6 Item 75
~Cl-58-82 9 Item 76
~ong 1895~Oth CongoDnd Sess
~Cl-58-82 9 Item 78
~Cl-58-82 9 Item 81
~Cl-58-80-6 Item 82
115middot204 our cOfJlbullbull Including original tobe submitted STANDARD FORM 115-A (REV 12-83) to the National Archlvbullbull and Rcord Service Prescribed by GSA
FPMR (41 CFR) 101middot114
bull IJOB NO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 7 OF 15
9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Incwlue Date or Retention PeriocU) JOB (NARSUSENO
CITATION ONLY)
84 Deleted no lor-geraccumlating
Sub-Item (l)(c) Form 1099R added tWl-middot58-80-6 Item 85
Sub-Tt-em (6) Deleted no lcnger accumulating
86 Sub-Item (1) tisposition changed to destroy 3 years after tiJCl-58-78-4 end of processing year Item 86
90 Sub-Item (1) Disposition changed to destroy 1 year after NCl-5880-~ end of processing year Item 90
92 Deleted no longer accumulating
98 Old Item deleted no longer accumulating New Item added New for US Annual Summary and Transmittal of US In-formation Return (Form 1096)
99 Old Item deleted no longer accumulating New Item added New for Investor Reporting of Tax Shelter RegistrationNum1er (Form 827l-Photocopies)
100 Old Item deleted no longer accumulating New Item added New for Application for Registration of a Tax Shelter (KCSC only)~
101 Sub-Item (l)(b) Retirement to Federal Records Center deleted ~Cl-58-78 4 Item 101
Sub-Item (2)(a)2 Retirement to Federal Records Center deleted
103 Sub-Item (l)(a) Disposition changed to destroy 60 days after data has been converted to magnetic tape and tape has been balanced and verified
Sub-Item (2)(a) Disposition changed to destroy 60 days NN-170-l6 after end of processing Item 55
104 Title changed to read CycleBlock Proof Listing Register NCl-58-76 9 Item 10
107 Sub-Item (1) Disposition changed to destroy after completion Congo l89t
of annual program upon notification by Statistics Division 90th Cong National Office ~nd Sess
111 Sub-Item (1) Disposition changed to destroy after completionof annual program upon notification by Statistics Division National Office
112 Deleted no longer accumulating
115-204 our cople bullbull Including orlgln1 to lie submitted STANDARD FORM 115-A (REV 12-83)to tIM Ntlon1 Arcllive bullbull nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOBNO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 8 OF 15
7 8 DESCRIPTION OF ITEM ITEM (WIth IncllUlue Date or Retention PeriodsNO
113 Sub-Item (1) Disposition changed to destroy upon notification by Statistics Division National Office
114 Deleted
115 Deleted
116 Deleted
117 Sub-Item (1) Disposition changed to destroy 5 years after end of processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center beginning July 1 18 months after end of processing year
118 Sub-Item (2)(b)2 Retirement changed to retire to Federal Records Center 1 year after end of processing year
119 Deleted
121 Deleted
124 Disposition language clarified
126 Sub-Item (1) Title changed to Transcript Limiting Card and Specific Transcript Card
Sub-Item (3) deleted
130 Descriptive language clarified
131 bull Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
133 Deleted
134 Deleted
136 Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
137 Sub-Item (1) Language clarified
Sub-Item (2) deleted
138 Deleted
9 GRS OR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
~ong 819p5th Congo~st Sess
amp ~ong 162Cp5th CongoDnd Sess
NCl-58 82 9 Item 117
NCl-58-82 9 Item 118
NCl-58-82 9 Item 124
NCl-58-76 9 Item 14
NN-170-16 Item 63
NN-170-16 Lt em 65
lTN-170-16 Item 69
NCl-58-80 6 Item 137
115middot204 Four cople Including original to be submitted STANDARD FORM 115middotA (REV 12middot83)to the National Archive and Records Service Presltrlbed by GSA
FPMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 5 OF15
7 8 DESCRIPTION OF ITEM ITEM NO (WIth Incbulue Dote or Retention Periods
69 (C ntd)
Old Sub-Item 3 renumbered Sub-Item 4 Disposition changed to include retirement to the Federal Records Center and destroy after 3 years
Old Sub-Item 4 renumbered Sub-Item 5 Text amended to exclude reference to Form 433-M
Old Sub-Item 5 renumbered Sub-Item 6 Disposition changed te destroy at the end of each month 6 months after the case is closed
OldmiddotSub-Item 6 renumbered Sub-Item 7
Old Sub-Item 7 renumbered Sub-Item 8 Disposition changed to destroy atthe end of each month 6 months after the case is closed
70 Sub-Item (l)(a) Disposition changed to destroy 5 years after the end of year in which processed
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center at the end of June and at the end of December those forms and related documents over 6 months retention
71 Sub-Item (1) Disposition changed to destroy 6 years after filing
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 months following the precessing year
72 Old Item deleted New ItEm added for Certification byChurches and Qualified Church Controlled OrganizationsElecting Exemption from Employer Social Security Taxes (Form 8274)
Text amended to add Form SS-15 was obsoleted 1-1-84 no longer accumulating
Sub-Item (1) Disposition changed to destroy 7 years after the end of year processed
74 Deleted no longer accumulating
9 GRSOR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
N-170-16 Item 70
engressio hal 10895 90th Congress2nd Sess
New
~Cl-58-82-9 Item 73
115middot204 Four cole Including orlgln1 to be submitted STANDARD FORM 115middotA (REV 12-83)to tile NtloMI Arclll nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 6 OF 15 9 GRSOR 10 ACTION7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM
(WIth Inc1U11HI Dote or Retention PeritHh) JOB (NARSUSENO CITATION ONLY)
75 Sub-Item (l)(a) Disposition changed to destroy 1 year after the case is closed
Sub-Item (2) Added for Problem Resolution Statistical Records (Form 6016)
Sub-Item (3) Added for Problem Resolution Time Report(Form 6172)
Sub-Item (4) Added for Quarterly Narrative Reports
Sub-Item (5) Added for PRP System Change Requests
Sub-Item (6) Added for PRP Trip Reports
Sub-Item (7) Added for Problem Resolution Office Management
76 Sub-Item (1) Disposition changed to destroy 30 years after end of processing year
fub-Item (2) Retirement changed to retire to Federal Records Center January 2 following the processing year
77 Disposition changed from RETAIN to destroy 75 years after date of waiver
78 Sub-Item (l)(a) Disposition changed to destroy 1 year after erdof year in which correction was made
Sub-Item (l)(b) Provision to retire to Federal Records Center deleted
Sub-Item (2)(a) Disposition changed to destroy 1 year after end of processing year
79 Deleted no longer accumulating
80 Deleted noclonge accumulatingr
81 Sub-Item (l)(a) Disposition changed to destroy 3 years after termination
Sub-Item (2)(a) Disposition changed to destroy 3 years after all accounts have been terminated
82 Sub-Item (1) Disposition changed to Qestroy 4 years after the end of the processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 ~onths after the end of the processing year
NCl-58-80 6 Item 75
~Cl-58-82 9 Item 76
~ong 1895~Oth CongoDnd Sess
~Cl-58-82 9 Item 78
~Cl-58-82 9 Item 81
~Cl-58-80-6 Item 82
115middot204 our cOfJlbullbull Including original tobe submitted STANDARD FORM 115-A (REV 12-83) to the National Archlvbullbull and Rcord Service Prescribed by GSA
FPMR (41 CFR) 101middot114
bull IJOB NO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 7 OF 15
9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Incwlue Date or Retention PeriocU) JOB (NARSUSENO
CITATION ONLY)
84 Deleted no lor-geraccumlating
Sub-Item (l)(c) Form 1099R added tWl-middot58-80-6 Item 85
Sub-Tt-em (6) Deleted no lcnger accumulating
86 Sub-Item (1) tisposition changed to destroy 3 years after tiJCl-58-78-4 end of processing year Item 86
90 Sub-Item (1) Disposition changed to destroy 1 year after NCl-5880-~ end of processing year Item 90
92 Deleted no longer accumulating
98 Old Item deleted no longer accumulating New Item added New for US Annual Summary and Transmittal of US In-formation Return (Form 1096)
99 Old Item deleted no longer accumulating New Item added New for Investor Reporting of Tax Shelter RegistrationNum1er (Form 827l-Photocopies)
100 Old Item deleted no longer accumulating New Item added New for Application for Registration of a Tax Shelter (KCSC only)~
101 Sub-Item (l)(b) Retirement to Federal Records Center deleted ~Cl-58-78 4 Item 101
Sub-Item (2)(a)2 Retirement to Federal Records Center deleted
103 Sub-Item (l)(a) Disposition changed to destroy 60 days after data has been converted to magnetic tape and tape has been balanced and verified
Sub-Item (2)(a) Disposition changed to destroy 60 days NN-170-l6 after end of processing Item 55
104 Title changed to read CycleBlock Proof Listing Register NCl-58-76 9 Item 10
107 Sub-Item (1) Disposition changed to destroy after completion Congo l89t
of annual program upon notification by Statistics Division 90th Cong National Office ~nd Sess
111 Sub-Item (1) Disposition changed to destroy after completionof annual program upon notification by Statistics Division National Office
112 Deleted no longer accumulating
115-204 our cople bullbull Including orlgln1 to lie submitted STANDARD FORM 115-A (REV 12-83)to tIM Ntlon1 Arcllive bullbull nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOBNO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 8 OF 15
7 8 DESCRIPTION OF ITEM ITEM (WIth IncllUlue Date or Retention PeriodsNO
113 Sub-Item (1) Disposition changed to destroy upon notification by Statistics Division National Office
114 Deleted
115 Deleted
116 Deleted
117 Sub-Item (1) Disposition changed to destroy 5 years after end of processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center beginning July 1 18 months after end of processing year
118 Sub-Item (2)(b)2 Retirement changed to retire to Federal Records Center 1 year after end of processing year
119 Deleted
121 Deleted
124 Disposition language clarified
126 Sub-Item (1) Title changed to Transcript Limiting Card and Specific Transcript Card
Sub-Item (3) deleted
130 Descriptive language clarified
131 bull Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
133 Deleted
134 Deleted
136 Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
137 Sub-Item (1) Language clarified
Sub-Item (2) deleted
138 Deleted
9 GRS OR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
~ong 819p5th Congo~st Sess
amp ~ong 162Cp5th CongoDnd Sess
NCl-58 82 9 Item 117
NCl-58-82 9 Item 118
NCl-58-82 9 Item 124
NCl-58-76 9 Item 14
NN-170-16 Item 63
NN-170-16 Lt em 65
lTN-170-16 Item 69
NCl-58-80 6 Item 137
115middot204 Four cople Including original to be submitted STANDARD FORM 115middotA (REV 12middot83)to the National Archive and Records Service Presltrlbed by GSA
FPMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
bull bullIJOB NO PAGE
REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 6 OF 15 9 GRSOR 10 ACTION7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM
(WIth Inc1U11HI Dote or Retention PeritHh) JOB (NARSUSENO CITATION ONLY)
75 Sub-Item (l)(a) Disposition changed to destroy 1 year after the case is closed
Sub-Item (2) Added for Problem Resolution Statistical Records (Form 6016)
Sub-Item (3) Added for Problem Resolution Time Report(Form 6172)
Sub-Item (4) Added for Quarterly Narrative Reports
Sub-Item (5) Added for PRP System Change Requests
Sub-Item (6) Added for PRP Trip Reports
Sub-Item (7) Added for Problem Resolution Office Management
76 Sub-Item (1) Disposition changed to destroy 30 years after end of processing year
fub-Item (2) Retirement changed to retire to Federal Records Center January 2 following the processing year
77 Disposition changed from RETAIN to destroy 75 years after date of waiver
78 Sub-Item (l)(a) Disposition changed to destroy 1 year after erdof year in which correction was made
Sub-Item (l)(b) Provision to retire to Federal Records Center deleted
Sub-Item (2)(a) Disposition changed to destroy 1 year after end of processing year
79 Deleted no longer accumulating
80 Deleted noclonge accumulatingr
81 Sub-Item (l)(a) Disposition changed to destroy 3 years after termination
Sub-Item (2)(a) Disposition changed to destroy 3 years after all accounts have been terminated
82 Sub-Item (1) Disposition changed to Qestroy 4 years after the end of the processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center 6 ~onths after the end of the processing year
NCl-58-80 6 Item 75
~Cl-58-82 9 Item 76
~ong 1895~Oth CongoDnd Sess
~Cl-58-82 9 Item 78
~Cl-58-82 9 Item 81
~Cl-58-80-6 Item 82
115middot204 our cOfJlbullbull Including original tobe submitted STANDARD FORM 115-A (REV 12-83) to the National Archlvbullbull and Rcord Service Prescribed by GSA
FPMR (41 CFR) 101middot114
bull IJOB NO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 7 OF 15
9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Incwlue Date or Retention PeriocU) JOB (NARSUSENO
CITATION ONLY)
84 Deleted no lor-geraccumlating
Sub-Item (l)(c) Form 1099R added tWl-middot58-80-6 Item 85
Sub-Tt-em (6) Deleted no lcnger accumulating
86 Sub-Item (1) tisposition changed to destroy 3 years after tiJCl-58-78-4 end of processing year Item 86
90 Sub-Item (1) Disposition changed to destroy 1 year after NCl-5880-~ end of processing year Item 90
92 Deleted no longer accumulating
98 Old Item deleted no longer accumulating New Item added New for US Annual Summary and Transmittal of US In-formation Return (Form 1096)
99 Old Item deleted no longer accumulating New Item added New for Investor Reporting of Tax Shelter RegistrationNum1er (Form 827l-Photocopies)
100 Old Item deleted no longer accumulating New Item added New for Application for Registration of a Tax Shelter (KCSC only)~
101 Sub-Item (l)(b) Retirement to Federal Records Center deleted ~Cl-58-78 4 Item 101
Sub-Item (2)(a)2 Retirement to Federal Records Center deleted
103 Sub-Item (l)(a) Disposition changed to destroy 60 days after data has been converted to magnetic tape and tape has been balanced and verified
Sub-Item (2)(a) Disposition changed to destroy 60 days NN-170-l6 after end of processing Item 55
104 Title changed to read CycleBlock Proof Listing Register NCl-58-76 9 Item 10
107 Sub-Item (1) Disposition changed to destroy after completion Congo l89t
of annual program upon notification by Statistics Division 90th Cong National Office ~nd Sess
111 Sub-Item (1) Disposition changed to destroy after completionof annual program upon notification by Statistics Division National Office
112 Deleted no longer accumulating
115-204 our cople bullbull Including orlgln1 to lie submitted STANDARD FORM 115-A (REV 12-83)to tIM Ntlon1 Arcllive bullbull nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOBNO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 8 OF 15
7 8 DESCRIPTION OF ITEM ITEM (WIth IncllUlue Date or Retention PeriodsNO
113 Sub-Item (1) Disposition changed to destroy upon notification by Statistics Division National Office
114 Deleted
115 Deleted
116 Deleted
117 Sub-Item (1) Disposition changed to destroy 5 years after end of processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center beginning July 1 18 months after end of processing year
118 Sub-Item (2)(b)2 Retirement changed to retire to Federal Records Center 1 year after end of processing year
119 Deleted
121 Deleted
124 Disposition language clarified
126 Sub-Item (1) Title changed to Transcript Limiting Card and Specific Transcript Card
Sub-Item (3) deleted
130 Descriptive language clarified
131 bull Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
133 Deleted
134 Deleted
136 Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
137 Sub-Item (1) Language clarified
Sub-Item (2) deleted
138 Deleted
9 GRS OR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
~ong 819p5th Congo~st Sess
amp ~ong 162Cp5th CongoDnd Sess
NCl-58 82 9 Item 117
NCl-58-82 9 Item 118
NCl-58-82 9 Item 124
NCl-58-76 9 Item 14
NN-170-16 Item 63
NN-170-16 Lt em 65
lTN-170-16 Item 69
NCl-58-80 6 Item 137
115middot204 Four cople Including original to be submitted STANDARD FORM 115middotA (REV 12middot83)to the National Archive and Records Service Presltrlbed by GSA
FPMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
bull IJOB NO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION I 7 OF 15
9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (WIth Incwlue Date or Retention PeriocU) JOB (NARSUSENO
CITATION ONLY)
84 Deleted no lor-geraccumlating
Sub-Item (l)(c) Form 1099R added tWl-middot58-80-6 Item 85
Sub-Tt-em (6) Deleted no lcnger accumulating
86 Sub-Item (1) tisposition changed to destroy 3 years after tiJCl-58-78-4 end of processing year Item 86
90 Sub-Item (1) Disposition changed to destroy 1 year after NCl-5880-~ end of processing year Item 90
92 Deleted no longer accumulating
98 Old Item deleted no longer accumulating New Item added New for US Annual Summary and Transmittal of US In-formation Return (Form 1096)
99 Old Item deleted no longer accumulating New Item added New for Investor Reporting of Tax Shelter RegistrationNum1er (Form 827l-Photocopies)
100 Old Item deleted no longer accumulating New Item added New for Application for Registration of a Tax Shelter (KCSC only)~
101 Sub-Item (l)(b) Retirement to Federal Records Center deleted ~Cl-58-78 4 Item 101
Sub-Item (2)(a)2 Retirement to Federal Records Center deleted
103 Sub-Item (l)(a) Disposition changed to destroy 60 days after data has been converted to magnetic tape and tape has been balanced and verified
Sub-Item (2)(a) Disposition changed to destroy 60 days NN-170-l6 after end of processing Item 55
104 Title changed to read CycleBlock Proof Listing Register NCl-58-76 9 Item 10
107 Sub-Item (1) Disposition changed to destroy after completion Congo l89t
of annual program upon notification by Statistics Division 90th Cong National Office ~nd Sess
111 Sub-Item (1) Disposition changed to destroy after completionof annual program upon notification by Statistics Division National Office
112 Deleted no longer accumulating
115-204 our cople bullbull Including orlgln1 to lie submitted STANDARD FORM 115-A (REV 12-83)to tIM Ntlon1 Arcllive bullbull nd Record Service Prescribed by GSA
FPMR (41 CFR) 101-114
bull bullIJOBNO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 8 OF 15
7 8 DESCRIPTION OF ITEM ITEM (WIth IncllUlue Date or Retention PeriodsNO
113 Sub-Item (1) Disposition changed to destroy upon notification by Statistics Division National Office
114 Deleted
115 Deleted
116 Deleted
117 Sub-Item (1) Disposition changed to destroy 5 years after end of processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center beginning July 1 18 months after end of processing year
118 Sub-Item (2)(b)2 Retirement changed to retire to Federal Records Center 1 year after end of processing year
119 Deleted
121 Deleted
124 Disposition language clarified
126 Sub-Item (1) Title changed to Transcript Limiting Card and Specific Transcript Card
Sub-Item (3) deleted
130 Descriptive language clarified
131 bull Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
133 Deleted
134 Deleted
136 Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
137 Sub-Item (1) Language clarified
Sub-Item (2) deleted
138 Deleted
9 GRS OR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
~ong 819p5th Congo~st Sess
amp ~ong 162Cp5th CongoDnd Sess
NCl-58 82 9 Item 117
NCl-58-82 9 Item 118
NCl-58-82 9 Item 124
NCl-58-76 9 Item 14
NN-170-16 Item 63
NN-170-16 Lt em 65
lTN-170-16 Item 69
NCl-58-80 6 Item 137
115middot204 Four cople Including original to be submitted STANDARD FORM 115middotA (REV 12middot83)to the National Archive and Records Service Presltrlbed by GSA
FPMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
bull bullIJOBNO PAGE REQUEST FOR RECORDS DISPOSITION AUTHORITY - CONTINUATION 8 OF 15
7 8 DESCRIPTION OF ITEM ITEM (WIth IncllUlue Date or Retention PeriodsNO
113 Sub-Item (1) Disposition changed to destroy upon notification by Statistics Division National Office
114 Deleted
115 Deleted
116 Deleted
117 Sub-Item (1) Disposition changed to destroy 5 years after end of processing year
Sub-Item (2) Retirement changed to retire to Federal Records Center beginning July 1 18 months after end of processing year
118 Sub-Item (2)(b)2 Retirement changed to retire to Federal Records Center 1 year after end of processing year
119 Deleted
121 Deleted
124 Disposition language clarified
126 Sub-Item (1) Title changed to Transcript Limiting Card and Specific Transcript Card
Sub-Item (3) deleted
130 Descriptive language clarified
131 bull Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
133 Deleted
134 Deleted
136 Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
137 Sub-Item (1) Language clarified
Sub-Item (2) deleted
138 Deleted
9 GRS OR 10 ACTION SUPERSEDED TAKEN
JOB (NARSUSE CITATION ONLY)
~ong 819p5th Congo~st Sess
amp ~ong 162Cp5th CongoDnd Sess
NCl-58 82 9 Item 117
NCl-58-82 9 Item 118
NCl-58-82 9 Item 124
NCl-58-76 9 Item 14
NN-170-16 Item 63
NN-170-16 Lt em 65
lTN-170-16 Item 69
NCl-58-80 6 Item 137
115middot204 Four cople Including original to be submitted STANDARD FORM 115middotA (REV 12middot83)to the National Archive and Records Service Presltrlbed by GSA
FPMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
9 GRS OR 7 6 GcSC9IPTlor~ OF ITEt SUPERSEDEDITEM (With Inclusive Dotes or Retention Periods JOBNO CITATION
139 Sub-Item (2) Disposition changed end of processing year
to destroy 1 year after ~Cl-58-82-~ Item 139
140 Deleted
141 Deleted
142 Deleted
143 Deleted
144 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80-~ Item 144
145 Deleted
146 Sub-Item (1) Disposition changed close of list year
to d~stroy 7 years after ~Cl-58-78-~ Item 146
147 Deleted
148 Deleted
149 Deleted
150 Sub-Item (1) Disposition changed to General Accounting Office or when is earlier
destroy after audit by 3 years old whichever
NCl-58-76- 9 Item 17
151 Sub-Item (3)(a) Disposition changed processing year
to destroy 3 years after ~Cl-58-82 Item 151
9
152 Sub-Item (1) Disposition changed case is closed
to destroy 3 years after NCl-58-80 Item 52
6
153 Sub-Item (1) Disposition changed case is closed
to destroy 1 year after NN-170-16 Item 80
154 Deleted
155 Deleted
156 Sub-middotItem (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed for reference whichever is earlier
NN-170-16 Item 83
157 Sub-Item (1) Disposition changed end of processing year
to destroy 3 years after NCl-58-80 Item 157
6
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year in which ledger account is closed
115middot204 Four copies Including original to be 5ubmltted STANDARD FORM 115middotA (REV 12middot83) to the Ntion Archives nd Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
-__- --- - -__------- - --- --------___------ __-----_-t=itO~s-- r-Ch FcCORDS DISOSITION AUThORITY - CONTliWATION ICS ro rc L oF15
---------------------------------------------~------~1--9-C-~~0R-- -C ACTI]7 8 DESCRIPTIOr OF ITEM 5UERSEDED TAKEITEM (With Inclusiue Dotes or RetentIOn Periods JOB (NARS USE NO_ CITATION ONLY)--+-------
159 Sub-Item (1) Disposition changed to destroy 6 years 3 months Cl-58-76-1 after the period of the account Item 42
Sub-Item (2) Deleted added instead is a retirement prOV1S10nto retire to Federal Records Center after 1 year or when no longer needed in current operations whichever is later
Sub~Item (3) Deleted
Sub-Item (2) Retirement changed to retire to Federal Records CI-GRS-81r12 Center after internal audit of operations or 1 year Item 1 whichever is earlier
162 Sub-Item (4) Added for Credit Transfer Voucher (Form 2158) IlCl-58-82-~ Item 162 fc
IlCl-58-80-pItem 162
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years from closing date of last period audited Item 163
Sub-Item (2) Retirement changed to retire to Federal Records IlCl-58-82-~ Center 2 years after internal audit of operations Item 165
166 Sub-Item (2) Disposition changed to destroy 1 year after end RS-6 of reporting year
167 Deleted
168 Amended to add separate disposition for TDATDI Transfer IlCl-58-82-9 (Form 2650) Item 168
173 Sub-Item (l)(a) Disposition changed to destroy 20 years after IlCl-58-82-~ end of processing year Item 173
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 20 years after end of processing year in which expired
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
Sub-Item (3)(a)_ Disposition changed to destroy 20 years after end of processing year
~ub-Item (3)(b) Retirement changed to retire to Federal Records Center 3 years after end of processing year
STANDARD FORM 115-A (REV_ 12-83) to the NJtjon~1 Archives and Records Service Prescribed by GSA
FPMR (41 CFR) 101-114
15-204 Four eople s including original 10 be ubmilled
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
e _ --~ ----~-~-~--------_-_------ - t ~ -- ~ REQUE~-I FOR RECORDS DISPOSITlor AUTrORITY - CONTINUATION I ________ - L ~ oF15
7 8 D~SC81P1ION OF ITEMITEM (With Inclusive Date or Retention Periods]NO
174 Sub-Item (l)(a) Disposition changed to destroy 1 year after end of reporting year
181 Deleted
184 Deleted
186 This item was completely rewritten and includes changes to disposal and retirement
187 Sub-Item (2) Retirement changed to retire to Federal Records Center 2 years after close of case
188 Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
194 Sub-Item (1) Disposition changed to dest~oy 6 months after they are closed
~96 Deleted
198 Sub-Item (1) Disposal language clarified
Sub-Item (2) Disposal Language clarified
205 Deleted
2l1 Deleted
215 Sub-Item (2) Deleted Sub-Item (3) Deleted
217 Deleted
2l8 Language clarified
Sub-Item (l)(a) Disposition changed to destroy 10 years after end of processing year
219 Language clarified Sub-Item (1) Change to the referenced items Sub-Item (2) Change to the referenced items
220 Sub-Item (2) Added to permit retirement to Federal Records Center 1 year after end of processing year
221 Language clarified
222 Deleted
223 Deleted
I 9 GFiS DR 10 ACTIC ISJPERSEDED TAKE
JOB (NARSUSE CITATION ONLY)
~N-170-16 Item 89
~Cl-58-78-~ Item 186
~Cl-58-82-~ Item 187
~C174-162 Item 1
~Cl-58-82-9 Item 194
~Cl-58-82-~ Item 198
NN-170-16 Item 113
Congo 91-J4591st Cong 1st Sess1st Sess
~Cl-58-82-9 Item 219
~Cl-58-80 6 Item 220
~Cl-58-80 6 Item 221
115-204 Four copies including original to be submitted STANDARD FORM 115middotA (REV 12-83) to the National Archies and Records Service Prescribed by GSA
FPMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
e __ ~__ _ _bull_ REQUES2CrR FECORDS DISPOSITION AUTHORITY _ COrTEiJ~ TION I J~ _~ _
I 8 c- ~F7 8 DESCRIPTION OF ITEM S~PERSEl c 7hf~Et-~
ITEM (With Inclusive Date or Retention Periods JOB INARS USENO CITATION ONLY
224 Deleted
225 Deleted
226
221
228
234
231
239
241
243
246
Sub-Item (1) Language clarified
Sub-Item (1) Disposition changed to destroy 1 year after end o~ processing year
Sub-Item (1) Language clarified
Title changed to Information Sheet
Sub-Item (l)(b)l Disposal language clarified
Sub-Item (~)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (2)(a) Disposition changed to destroy 3 years after end of processing year
Sub-Item (2)(b) Retirement changed to retire to Federal Records Center 18 months after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Deleted
~Cl-58-18-~ Item 226
~Cl-58-18-~ Item 221
~Cl-58-18-~ Item 228
~Cl-58-82-9 Item 234
~Cl-58-80-bItem 231 ~C-114-162
Item 8
~C114-16 Item 10
NCl-58-82-9 Item 243
NCl-58-80-6 Item 245
250
Sub-Item (l)(a) Disposition cbanged to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 6 years and 3 months after end of processing year
Deleted
NC114-162 Item 16
NC114-162 Item 18
251
254
264
266
~
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (l)(a) Disposition changed to destroy 6 years and 3 months after end of processing year
Sub-Item (l)(b) Retirement changed to retire to Federal Records Center 2 years from closing date of last periodaudited
NC114-162 Item 20
NCl-58-82-9 Item 254
NCl-58-16 9 Item 264
NCl-58-11 2 Item 2
115middot204 Four eopte s Including original to be submitted to the National Archives and Records Service
STANDARD FORM 115middotA Prescribed by GSA
FPImiddotR (4J CFR) 10Jmiddot114
(REV 12middot83)
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
______ e __ __ _ rl~QUEST FOR RECORDS DISPOSITION AUTHORITY -_COrHlr~uTlor~~~~ ____ ~LOF l_
---- 7
ITEM NO
269
274
8 DESCRIPTIOJ OF ITEM (With Inclusive Date 0 RetentIOn Periods)
Sub-Item (1) Disposition changed to destroy after processing year
Sub-Item (2)(b)1 Disposal language clarified
end of
279 Sub-Item (1) Disposition changed to destroy after 6 months
300 Sub-Item (2) Disposal language clarified
303_ Sub-Item (1) Disposal language clarified
304
306
Sub-Item (2) Disposition changed to destroy 1 year after end of processing year unless the Supervisory Auditor at the service center asks for them to be retained for a longerperiod
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year
Sub-Item (2) Disposal language clarified
310 Sub-Item (2)(a) Disposition changed end of processing year unless the the service center asks for them period
311 Sub-Item (1)(a) Disposition changed end of processing year or 1 year operations whichever is earlier
312 Sub-Item
313 Sub-Item
u4 Sub-Item
315 ~ub-Item
316 Sub-Item month center
to destroy 1 year after Supervisory Auditor at
to be retained for a longer
to destroy 3 years after after internal
(1)(a) Disposal language clarified
(1) Disposal language
(1) Disposal language
(1) Disposal language
clarified
clarified
clarified
(1) Disposition changed to destroy 1 year
audit of
S= RS ~ 1 I 10 AC--IO S~oFDED iAKEN
JOB (NARS USE CITATION ONL yJ
~Cl-58-77-b Item 5
-~Cl-58-78-~ Item 274
~Cl-58-82-~ Item 279
~Cl-58-77- 3 Item 1
~Cl-58-82- ~ Item 301
Cl-58-77- 3 Item 4
Cl-58-82-1)Item 304
Cl-58-80-b Item 306
Cl-58-77- 3 Item 11
~Cl-58-77-3Item 12
~Cl-58-77-3Item 13
generated unless the Supervisory Auditor at the service Item 316 requests that they be retained for a longer period
~Cl-58-82- b Item 313
~Cl-58-77- 3 Item 15
~Cl-58-82- b Item 315
after the ~Cl-58-82-g
115middot204 Four copies including original to be submitteltl STANDARD fORM 11S-A (REV 12 83) to the National Archies and Records Service Pr e scv rb e d by GSA
FPMR (11 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
------ -_ --- -_ bull_ - ------ - __---__--_ ----- L bull~ tmiddot - gt
REQUEST FOR RECORDS DISPOSITION LUTHOiiITY - CC T~~middot__~~ =~ ~~-)F__ ~~
7 ITEM
ON
8 DESCRIPTION OF ITEM (With Inclusive Dates or Retention Periods)
I 9 CP C SUpoundoLeo
JOB CITATION
1G CTIJN TM-Et
(ARS USE ONL Y)
317
318
322
325
Sub-Item (1) Disposition changed to destroy 1 year after the month generated unless the Supervisory auditor at the service center requests that they be retained for a longerperiod
Deleted This item is now Item 162(4)
SUQ-Item (l)(a) Disposition changed to destroy 3 years after close of processing year
Sub-Item (1) Disposal language clarified
NCl-58-82 9 Item 317
NCl-58-8~middot7 Item 322
NCl-58-82 9 Item 325
327middot
332
Sub-Item (l)(a) Disposition changed to destroy 30 days after microfilming and films verified correct
Sub-Item (1) Disposition changed to des~roy 90 days from creation date
NCl-58-78 Item 327
NCl-58-80 Item 332
4
6
335 Language clarified NCl-58-82 Item 335
9
336 Deleted
340
341
350
New Item for Examination Update (Form 5348)
New Item for MIAKIA Cases (AUSC Only)
Sub-Item (1) Disposition changed to destroy 1 year after processing year or after internal Audit approvalwhichever is earlier
New
New
NCl-58-78 Item 350
4
354
355
Sub-Ttiem (1) Disposition changed to destroy 1 year after end of processing year in which closed or when no longerneeded for internal audit whichever is earlier
Sub-Item (1) Disposition changed to destroy after 2 years
NCl-58-78 Item 354
NCl-58-78 Item 355
4
4
356 Sub-Item (1) Disposal language clarified NCl-58-78 Item 356
4
359 Sub-Item (1) Disposition changed to destroy after 3 years NCl-58-78 Item 359
4
Sub-Item (1) Disposition changed to destroy after 1 year NCl-58-78 Item 361
4
367 Deleted
Four copi bullbull including original to b submitted STANDARD FORM 115 A REV 12-53) to the National Archives and Records ~rvjce Pre sc- ne c 0 GSA
FPMR (41 CFR) 101-114
115-204
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114
___________bull _ _e middotmiddotmiddot--middot---fi-GE- - -
- EO cST FOR ~~~ __ 1_~2_opound )2_FE~C ~_S [~ -_~~~lor~UT~()FITY - c~n_~~t-TI~J_~ _7
ITEM NO
8 DESCPTION OF ITEM (Witi- Inclusive Dates or Retention Periods
368
400
Sub-Item (1) Disposition changed to destroy 1 year after end of processing year or when no longer needed in current operations whichever is earlier
Sub-Item (1) Disposition changed to destroy 3 years after end of processing year
Old Item deleted as IRS is no longer processing E Bonds New Items 400 through 408 added for Automated Collection
System (ACS)
8 SHS OR SUPfPSEUED
JOB CITATION
~Cl-58-78-~ Item 368
~Cl-58-78-~ Item 369
New
10 AC- - ltJ TAKEN
(NARS USE ONLY)
115middot204 Four e cples including orignal to be submitted STANDARD FORM 115middotA (REV 1283) to the National Archives and Records Service Pr e scr bed by GSA
F PMR (41 CFR) 101middot114