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Oklahoma Department of
Human Services
Stronger Families Grow
Brighter Futures
Oklahoma Department of Human Services
Sequoyah Memorial Office Building, 2400 N. Lincoln Blvd. • Oklahoma City, OK 73105
(405) 521-3646 • Fax (405) 521-6684 • Internet: www.okdhs.org
 
 
 
Library: Records Disposition Schedules
OKDHS
Administration
Consolidated Records Disposition Schedule 87-05
October 27, 2005
Finance Division/Finance Operations
10-8 Non-Employee (DHS) Home Maintenance Aid Wage and Tax Statement  
Description: Agency/employers copy of W-2 forms reported annually to the Social Security Administration and to persons who receive payments for providing home maintenance aid services to DHS clients. The IRS has determined that these persons are employed by the client directly, not by DHS. DHS provides the W-2 form as a client service.
Volume: less than 1 cubic feet per year
Disposition:

Retain in office and microfilm. Destroy applicable hard copy documents except those defined by Archives and Records Commission Rule 60:10-7-2(2) as below standards for microfilm (a) upon certification that the microfilm meets all standards established by the Archives and Records Commission, (b) after storing the master negative in a location separate from all user copies,  (c) after retaining at least one (1) user copy in the agency, and (d) after obtaining approval from the State Records Administrator to destroy the hard copy documents.  Destroy all microfilm copies and all below standard documents retained in accordance with Archives and Records Commission Rule 60:10-7-2(2) when they become fifty (50) years old provided: (a) all audits have been completed and all applicable audit reports have been accepted and resolved by all applicable federal and state agencies; (b) no legal actions are pending; and (c) permission to destroy microforms has been received from the State Records Administrator.  If legal action is pending, destroy two (2) years after exhaustion of all legal remedies provided: (a) records meet all stipulated retention requirements, and (b) permission to destroy microforms has been received from the State Records Administrator.

OR

Retain in office, then  transfer data to optical disks. Destroy hard copy documents (a) upon certification that all records have been successfully entered on disk; (b) after storing a back up copy of the disk in an off site storage area that meets the manufacturer's recommendations for temperature and humidity controls; or if no recommendations are provided by the manufacturer, after storing the back up disk in an off site storage area whose temperature is between 65º and 75º Fahrenheit and whose relative humidity is between 30% and 50%; (c) after retaining at least one (1) user copy in the agency, and (d) after obtaining approval from the State Records Administrator to destroy the hard copy documents.  In the case of rewritable disks, delete records when they become fifty (50) years old provided: (a) all audits have been completed and all applicable audit reports have been accepted and resolved by all applicable federal and state agencies, (b) no legal actions are pending, and (c)permission has been received from the State Records Administrator to erase rewritable optical disks.   In the case of WORM disks, destroy individual disks when they become fifty (50) years old provided: (a) all audits have been completed and all applicable audit reports have been accepted and resolved by all applicable federal and state agencies, (b) no legal actions are pending, and (c)permission has been received from the State Records Administrator to destroy optical disks.  If legal action is pending, destroy two (2) years after exhaustion of all legal remedies provided: (a) records meet all stipulated retention periods, and (b) permission to destroy optical disks or to erase rewritable optical disks has been received from the State Records Administrator.
Added July 17, 1997

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Last Updated:  10/2/2007
Oklahoma Department of Human Services
Street address: Sequoyah Memorial Office Building, 2400 N. Lincoln Blvd., Oklahoma City, OK 73105
Mailing address: P.O. Box 25352, Oklahoma City, OK 73125
(405) 521-3646
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