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#80590 - 05/15/03 05:34 PM Records Retention

What is the retention requirement on things such as when a customer e-mails a withdrawal request or service question, or even calls in to request a withdrawal (phone recording record)? Just trying to get some guidance. Thank you.

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#80591 - 05/15/03 06:27 PM Re: Records Retention
KSK Offline
Gold Star
Joined: Jul 2001
Posts: 357
I would treat e-mail communications just as I would treat paper correspondence and follow whatever your state statutes might be.

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