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Aging or Senior Services

Aging or Senior Services
Title Major Revision Previous Schedules Schedule Item
Annual and multi-year comprehensive plans,

compliance reports and non-fiscal audits relating to aging services:
RETENTION: PERMANENT

 CO2 34; MU1 34 83
Log or index

of seniors served by local aging services program:
RETENTION: 0 after no longer needed

 CO2 35; MU1 35 84
Individual client file,

including but not limited to applications, evaluations, and follow-up report:
RETENTION: 6 years after last contact with client, but not until 3 years after individual attains age 18
NOTES: In instances where local government aging offices also have contact with minors in relation to Medicaid, retention needs to account for the legal age of majority of the client.

 2020 (♦)
 CO2 36; MU1 36 85
Senior volunteer file,

including but not limited to registration, enrollment and service records:
RETENTION: 6 years

 CO2 37; MU1 37 87
Nutrition service records,

including eligibility assessments, participant information, nutrition counseling, and meal services:
RETENTION: 6 years

 2020 (♦)
 86