How does a licensee change its record retention location and/or notify the Division that records will be maintained in any other form than hardcopy?
To change your record retention location, submit an amended Record Keeping Plan to the Division at the address below. To notify the Division that records will be maintained in any other form than hardcopy, submit an amended Record Keeping Plan and attach a detailed description of how records will be maintained electronically. Licensees that maintain records in Massachusetts in hardcopy are not required to file a Record Keeping Plan with the Division. Pursuant to the Division’s regulation 209 CMR 48.06(1), a Licensee’s amended Record Keeping Plan shall not be effective until approved by the Commissioner.
Related Questions
- How does a licensee change its record retention location and/or notify the Division that records will be maintained in any other form than hardcopy?
- Do the record retention requirements that apply to paper records also apply to records maintained electronically?
- Was there lack of record keeping culture or were the records maintained in paper format?
