Maine Code § 33-2094

Retention of records by holder
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A holder required to file a report under section 2091 shall retain records for 10 years after the date
the report was filed or the last date a timely report was due to be filed, whichever is later, unless a
shorter period is provided by rule of the administrator. The holder may satisfy the requirement to retain
records under this section through an agent. The records must contain: [PL 2019, c. 498, §22
(NEW).]
1. Required information. The information required to be included in the report;
[PL 2019, c. 498, §22 (NEW).]
2. Date, place, nature of circumstances. The date, place and nature of the circumstances that
gave rise to the property right;
[PL 2019, c. 498, §22 (NEW).]
3. Amount or value. The amount or value of the property;
[PL 2019, c. 498, §22 (NEW).]
4. Last known address of apparent owner. The last known address of the apparent owner, if
known to the holder;
[PL 2019, c. 498, §22 (NEW).]
5. Items not reported unclaimed. Records of items that were not reported as unclaimed sufficient
to allow examination to determine whether the holder has complied with the Act; and
[PL 2019, c. 498, §22 (NEW).]
6. Record of outstanding instruments. If the holder sells, issues or provides to others for sale or
issue in this State traveler's checks, money orders or similar instruments, other than 3rd-party bank
checks, on which the holder is directly liable, a record of the instruments while they remain outstanding
indicating the state and date of issue.
[PL 2019, c. 498, §22 (NEW).]

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