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Michigan DTMB General Schedule

GS #22: Veterans Trust Fund retention schedule.

The 8 record series with retention rules in General Schedule #22 (approved 12-4-2007), with retention periods reproduced exactly as the official schedule prints them. Applies to: Counties.

Educational reading aid, not legal advice. The official schedule remains the authority, retention periods are minimums, and records under litigation, audit, investigation, or a pending FOIA request must be kept regardless of the period. Confirm with the official PDF and your municipal attorney before disposing of anything.

Veterans Trust Fund

22.101

Veterans Trust Fund Correspondence

This correspondence is received from the State Board of Trustees and pertains to policy or housekeeping issues. It does not pertain to a specific client. This correspondence may exist in a variety of formats, including memos, letters, notes and electronic mail messages.

Retention, as printed
RETAIN UNTIL: Date created PLUS: 2 years THEN: Destroy

DTMB General Schedule #22 (Veterans Trust Fund), item 22.101; approved 12/4/2007

Verify at the source: official PDF, page 1
22.102

Transitory Correspondence

Transitory correspondence is any form of written communication with a short-term interest that has no documentary value and need not be retained more than 30 days. This type of correspondence has limited administrative and evidential value that is lost soon after the communication is received. Transitory messages do not set policy, establish guidelines or procedures, certify a transaction or become a receipt. Examples of transitory correspondence include letters of transmittal that do not add information to the transmitted materials, routine requests for information that require no administrative action, policy decision, special compilation or research. This type of record also includes invitations to work-related events, notifications of an upcoming meeting, and similar records.

Retention, as printed
RETAIN UNTIL: Date created PLUS: 30 days THEN: Destroy

DTMB General Schedule #22 (Veterans Trust Fund), item 22.102; approved 12/4/2007

Verify at the source: official PDF, page 1
22.103

Meeting Records

These records document the quarterly or annual meetings of the County Veterans Trust Fund Committee. They may include meeting minutes, agendas, adjudication decisions and distribution materials, etc. Originals are sent to the State Board of Trustees for permanent preservation, and the copies are retained by the county for 7 years.

Retention, as printed
RETAIN UNTIL: Date created PLUS: 7 years THEN: Destroy

DTMB General Schedule #22 (Veterans Trust Fund), item 22.103; approved 12/4/2007

Verify at the source: official PDF, page 2
22.104

Committee Member Files

These files contain appointment letters from the State Board of Trustees for members to serve on the County Veterans Trust Fund Committee.

Retention, as printed
RETAIN UNTIL: Member is no longer serving on the committee THEN: Destroy

DTMB General Schedule #22 (Veterans Trust Fund), item 22.104; approved 12/4/2007

Verify at the source: official PDF, page 2
22.105

Budget

These records are received from the State Board of Trustees. They document the amount of money that is appropriated for each account and line item for each fiscal year. They may include annual notices, quarterly and special allotments, receipts from the county treasurer, etc.

Retention, as printed
RETAIN UNTIL: Fiscal year ends PLUS: 7 years THEN: Destroy

DTMB General Schedule #22 (Veterans Trust Fund), item 22.105; approved 12/4/2007

Verify at the source: official PDF, page 2
22.106

Emergency Grant Fund Applications

Temporary assistance granted by the Michigan Veterans Trust Fund (MVTF) for emergencies or hardships is available to eligible wartime veterans, and their families, residing in the state. Under the authority of Public Act 9 of 1946 (as amended), the MVTF cannot provide assistance for long-term problems or chronic financial difficulties. Those eligible for the MVTF temporary grant program must apply through the MVTF county committee serving their county of residence. All applications are investigated, deliberated, and decided in confidence. Any applicant may request a personal hearing before the county committee at the meeting when his/her application is considered. If the county committee denies an application every applicant has the right to appeal that decision to the MVTF Board of Trustees (with the opportunity to appear before the board to present information and answer questions.) The MVTF does not provide loans under the temporary assistance program. These records include applications and supporting documentation. Copies are sent to the State Board of Trustees.

Retention, as printed
RETAIN UNTIL: Fiscal year ends PLUS: 7 years THEN: Destroy

DTMB General Schedule #22 (Veterans Trust Fund), item 22.106; approved 12/4/2007

Verify at the source: official PDF, page 3
22.107

Vouchers

These vouchers document payments for emergency grants and operational funds.

Retention, as printed
RETAIN UNTIL: Fiscal year ends PLUS: 7 years THEN: Destroy

DTMB General Schedule #22 (Veterans Trust Fund), item 22.107; approved 12/4/2007

Verify at the source: official PDF, page 3
22.108

Ledgers and Bank Statements

These records document incoming and outgoing funds for each account or line item.

Retention, as printed
RETAIN UNTIL: Fiscal year ends PLUS: 7 years THEN: Destroy

DTMB General Schedule #22 (Veterans Trust Fund), item 22.108; approved 12/4/2007

Verify at the source: official PDF, page 4
How Dekree handles this

Inside Dekree, these 8 series are applied to your actual records: the right series attached as documents land, disposition dates tracked, legal holds enforced, and every disposal logged with the schedule item that authorized it. When the state revises GS #22, the rules underneath your records update from the source.

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