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New D.C. Consumer Records Retention Requirements

Washington D.C. has adopted records retention requirements for annuity transactions. Any information which the producer collects from the consumer, which is used to make recommendations for annuity transactions, must be retained for 3 years after the transaction is completed. Records may be maintained in:

  • paper;
  • photographic;
  • microprocess;
  • magnetic;
  • mechanical;
  • electronic media; or
  • any process that accurately reproduces the actual document.

 

 

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