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This guide provides detailed instructions on how to complete the records retention form required by financial institutions in New Jersey. It is designed to assist users in understanding the key components and the step-by-step process for filling it out online.

Follow the steps to successfully complete the records retention form.

1. Click the ‘Get Form’ button to access the records retention form and open it in your chosen online editor.
2. Review the first section of the form, which requires your identification details. Ensure that you provide accurate information such as your name and address, as this will be used to track your records.
3. Fill out the account details. This includes specifying whether it is a statement account, passbook account, or a certificate of deposit. Ensure that you follow the definitions provided in the guide for clarity.
4. Complete the section regarding record types. You will need to indicate which records you are retaining and the duration for their retention based on the act's guidelines.
5. Review your entries for any errors or omissions. This is important as accurate data is necessary for compliance with the retention requirements.
6. Once you have filled out all sections, save your changes. After saving, you may download, print, or share the completed form as needed.

Complete your documents online to ensure compliance with the records retention requirements.