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Official Records Retention Schedules
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Banking, Custodial and Investment Manager Agreements
Bond Files
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Investment Statements
Past Due Account Letters
Payroll withhold authorization cards/records
Promissory Notes & Institutional Loan Documents
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Tax Form 1098-E
Tax Form 1098-T
Tax Form 1099-INT and 1099-B (pre year 2010)
U-Bill Billing and Payment Records
U-Bill Payment Authorizations
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