Kansas Records Retention Schedules

Results of Query:

Agency Code: 670-002 (Office of the State Treasurer. Municipal Bond Services)

Page 1 of 1 showing 10 records of 10 total, starting on record 1

Agency Number: 670-002
Office of the State Treasurer
Municipal Bond Services

SERIES ID	0003-670
TITLE	Audit Confirmation Information - Municipalities
DESCRIPTION	Copies of form submitted by municipalities which is verified by the State Treasurer before final submission to the auditor.
RETENTION	002 fisc yrs
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2002-07-18
K.A.R. NUMBER	53-2-131

SERIES ID	0004-670
TITLE	Bond Payment Security Agreement
DESCRIPTION	Records relating to bonds which have matured and the security is then returned to the bond issuer.
RETENTION	See Comments
COMMENTS	Retain until bond is fully paid, then return to the bond issuer.
DISPOSITION	See Comments
RESTRICTIONS	None
APPROVED	2002-07-18
K.A.R. NUMBER	53-2-131

SERIES ID	0005-670
TITLE	Bond Registers
DESCRIPTION	Registers maintained by the State Treasurer as required by KSA 10-110 listing the bonds registered.
RETENTION	Permanent
DISPOSITION	Permanent
RESTRICTIONS	None
APPROVED	2002-07-18
K.A.R. NUMBER	53-2-131

SERIES ID	0006-670
TITLE	Bond Stop Payment Files
DESCRIPTION	Affidavit, non-receipt, and surety bonds instructing the State Treasurer to stop payment upon bond securities.
RETENTION	002 fisc yrs
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2002-07-18
K.A.R. NUMBER	53-2-131

SERIES ID	0007-670
TITLE	Bond Transaction Folders
DESCRIPTION	Working papers generated throughout the course of business.
RETENTION	002 fisc yrs
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2002-07-18
K.A.R. NUMBER	53-2-131

SERIES ID	0008-670
TITLE	Bond Transcripts
DESCRIPTION	Bonds and coupons submitted by bond counsels to the State Treasurer regarding the issuance of long term bonds.
RETENTION	See comments
COMMENTS	Retain 5 years after maturity date, then destroy.
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2015-01-15
K.A.R. NUMBER	53-2-183

SERIES ID	0009-670
TITLE	Bond Transfers Records
DESCRIPTION	Documents relating to a change in ownership by the bond investor.
RETENTION	See Comments
COMMENTS	Microfilm and retain hard copy for 7 years, then destroy. Retain microfilm permanently.
DISPOSITION	See Comments
RESTRICTIONS	None
APPROVED	2002-07-18
K.A.R. NUMBER	53-2-131

SERIES ID	0010-670
TITLE	Copies of Rejected Bonds
DESCRIPTION	Copies of bonds returned to the bond issuer for insufficient documentation.
RETENTION	003 fisc yrs
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2002-07-18
K.A.R. NUMBER	53-2-131

SERIES ID	0012-670
TITLE	Monthly Accounting Transaction Records
DESCRIPTION	Copies of letters and payments listing the monthly accounting of bond transactions by a municipality and submitted to the State Treasurer to ensure payment.
RETENTION	Permanent
DISPOSITION	Permanent
RESTRICTIONS	K.S.A. 45-221(a)(30)
APPROVED	2015-01-15
K.A.R. NUMBER	53-2-131

SERIES ID	0013-670
TITLE	Temporary Note Transcripts
DESCRIPTION	Temporary notes submitted by bond councelors to the State Treasurer regarding bonds issued for a short time.
RETENTION	See Comments
COMMENTS	Retain 4 years past the maturity date, then destroy.
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2002-07-18 ; Revised 2013-07-11
K.A.R. NUMBER	53-2-131