Settled Claim Files
How long do we need to keep settled/closed hard claim files? We are looking to clear older hard files kept in our records management area. Since I started in 2022, I have uploaded all claim account documents digitally. 3years? 7 years? Thank you! Litsa Wethern
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Hey Litsa - Just signed on and saw your post. 3 years from what I know as far as non financial. Financial I believe is 7 years. Hope you are doing well.