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Administrative/Fiscal/Trust Fund Residents Files

RDA Number
11466
Effective Date
Record Series Abstract
Documents pertaining to the deceased or discharged residents of the East Tennessee Homes, Middle Tennessee Homes, Harold Jordan Center, or West Tennessee Homes. The information in this record includes but is not limited to letters from Social Security, TennCare, Department of Veterans Affairs, or other benefit entities and copies of burial policies, as well as funeral expenses.
Record Series Active
Yes
Cut Off at End of
Other
If Other, Explain
Cut off is at the end of the death or discharge process which includes the final settlement of the property and funds.
Total Retention Years
11
Total Retention Months
0
Retention End Action
Destroy
Disposition Notes
Paper record is created upon admission of person and maintained in the trust fund department in each region. After death or discharge, finalization process of the property and funds occurs, and record is stored at each facility's storage location for eleven (11) years and destroyed according to approved state method at the expiration of the retention time.
Record Location
East TN Regional Office - 4850 E. Andrew Johnson Highway (Dogwood Building), Greeneville, TN 37744
Middle TN Regional Office - 275 Stewarts Ferry Pike, Nashville, TN 37214 - Building: Warehouse/Procurement
West TN Regional Office - 11437 Milton Wilson Road (Baker Building), Arlington, TN 38002
File Arrangement
alpha
Media Format Generated
Paper
Media Format Generated Summary
Paper: Sheet
Media Format Stored
Paper
Media Format Stored Summary
Paper: Sheet
Date Range
2009 to current
Allotment Code
344.01
Annual Accumulation
1.5 CF
Current Volume
12 CF
Record Value
Administrative
Fiscal
Audit Requirements
State
Information Shared Outside the State
No
Essential Record
Yes - Original
Essential Record Stored
East TN Regional Office – 4850 E. Andrew Johnson Highway (Dogwood Building), Greeneville, TN 37744

Middle TN Regional Office – 275 Stewarts Ferry Pike, Nashville, TN 37214
Building: Warehouse/Procurement

West TN Regional Office – 11437 Milton Wilson Road (Baker Building), Arlington, TN 38002
Essential Record Media Type
Paper
Confidential
Yes
Confidential Legal Citation
T.C.A. 33-3-103, T.C.A. 52-3-103 and 45 C.F.R. Parts 160 & 164
Does this Record Series Contain Sensitive Information?
Yes
Agency Retention
11 years after death or discharge of person
Records Center Retention Period
11 years
Records Management Division (RMD)
08-22-2024
No recommended changes.
Tennessee State Library and Archives
08-23-2024
No recommended changes.
Comptroller Audit Review
08-23-2024
We have reviewed RDA 11466 from and audit standpoint. We concur with the recommended retention and disposition specifications.
Agency Records Officer
08-26-2024
Thank you!
RMD Director
08-28-2024
RDA 11466 is a request to create an RDA. The retention period will be eleven years and then destroy. The format will be paper. Recommend approval of the request to create RDA 11466.
Public Records Commission
09-23-2024
PRC approves RDA 11466.