Requirements for Records -

Membership Records

 

Application Requirements (Continued)

  • If an approved machine membership bookkeeping system is utilized to process/verify preliminary applications, the permittee must obtain written consent from the prospective member when accessing electronically readable license/identification information and proof of such consent must be maintained in chronological order with the permittee's membership records [Rule §41.52(g)]
  • All applications for membership, regardless of whether approved or rejected, should be retained in chronological order by date

 

 

 

 

 

Accounting Records - Yellow Ring Binder.jpg