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Lock Box Retention- Scanned Envelopes/Checks/Docs

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W​e have a few questions regarding lock box retention. We currently process​ lock box and are going to change our ​processing methods to electronic. We​ wanted to know what the retention is on keeping the envelopes, checks and documentation once scanned and saved?

As long as your State recognizes electronically saved images as originals, you can dispose of them at your option.

First published on 10/22/2017

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