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Subject: Travel Restriction Approval Form
From: "Kreiner, Judy A." <[log in to unmask]>
Reply-To:Records Management Program <[log in to unmask]>
Date:Wed, 8 Jun 2005 16:35:24 -0400

text/plain (44 lines)

Hello ListServ Members,

The travel department of my company is writing a new policy on travel to
restricted countries and a part of this new policy is a form.  If an
individual needs to travel to a country on the restricted travel list
they will need to obtain a signature approval cycle on a special form
prior to asking the travel department to issue tickets.  The question of
retention of the signed form is the issue at hand.  The retention
schedule places the original travel and expense report with the accounts
payable department and the retention time is Tax + 6 years.  Travelers
retain copies of submitted expense reports for 2 years.  My thought is
that the traveler could use the same copy retention for the form and the
original signed form could be submitted with the original expense report
and receipts and would then be maintained for the Tax + 6 years. 

Do any of you have a form such as this and would you be as kind as to
share how you handle the retention?  Please respond to me off-list.
Thank you in advance.

Judy A. Kreiner, CRM
Manager Corporate Records
The Lubrizol Corporation
29400 Lakeland Boulevard
Wickliffe, OH 44092-2298
Phone 440.347.1274  Fax 440.347.1858  [log in to unmask]
The Lubrizol Corporation is an
company,supplying products to
the global transportation, industrial
and consumer markets.

Both the individual sending this e-mail and The Lubrizol Corporation intend that this electronic message be used exclusively by the individual or entity to which it is intended to be addressed.  This message may contain information that is privileged, confidential and thereby exempt and protected from unauthorized disclosure under applicable law.  If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering the message to the intended recipient, be aware that any disclosure, dissemination, distribution or copying of this communication, or the use of its contents, is not authorized and is strictly prohibited.  If you have received this communication and are not the intended recipient, please notify the sender immediately and permanently delete the original message from your e-mail system. 

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