The Social Insurance Business File Management Regulations (Trial) clarify the scope of social insurance business material filing: 1. Social Insurance Management Category (1) Registration materials of insured units. Including the registration form and related review materials filled in when the insured unit handles insurance registration, change registration, and cancellation registration (permanent) (2) Registration materials for insured persons. Including employees and retirees of paying units, urban unemployed residents, rural residents, individual industrial and commercial households, and urban flexible employment personnel who participate in social insurance as a family unit or as an individual when going through registration procedures for insurance participation, changes in social insurance relationships, changes in basic information, etc. , filled in registration form and related review materials [100 years] (3) Social insurance personal account management materials. Including pension, medical insurance personal account reconciliation, personal account modification and other related materials [100 years] (4) Social insurance registration certificate management materials. Including the issuance of social insurance registration certificates by social insurance agencies to insured units, verification and replacement of issued social insurance registration certificates, and registration forms and related verification materials for units that have lost social insurance registration certificates (10 years) (5) Social insurance card (certificate, manual) management materials. Registration forms and related materials for the management of issuance, reissuance, and withdrawal of social insurance cards (certificates, manuals) for insured persons [50 years] (6) Verification materials for qualifications for receiving social insurance benefits. Including relevant audit materials for checking and verifying the qualifications of those who enjoy social insurance benefits [50 years] (7) Social management service materials for retirees. Including registration forms and related materials for information collection, transfer, and daily management services for retirees who implement socialized management services [50 years] (8) Registration materials for off-site resettlement. Including people who are resettled in other places and should enjoy social insurance benefits and insured personnel who are posted to work in other places for a long time. Approval forms, filing forms and related materials to be filled in to enjoy various social insurance benefits in the resettlement place or place of assignment [50 years] (9) Services Agreement Management Materials. Including agreements, assessment materials, and termination agreement materials signed with fund collection and payment agreement banks, designated medical institutions, designated retail pharmacies, work-related injury agreement medical rehabilitation institutions, work-related injury agreement auxiliary device allocation institutions, network communication operators, additional insurance underwriting units, etc. [10 years] 2. Social insurance premium collection and payment category (1) Social insurance premium collection and approval materials. Including payment base assessment and work-related injury rate determination, payment interruption, resumption of payment, supplementary payment, prepayment (additional) payment, refund, additional late payment fees, additional interest, etc. declaration and verification business forms and related review materials [100 years] ( 2) The storage period of receipt vouchers, accounting books, accounting statements, etc. shall be determined in accordance with the "Accounting Archives Management Measures". (3) Social insurance fund collection detailed list and summary table [50 years] (4) Social insurance fund collection annual summary table [permanent] (5) Collection materials. Including social insurance premium back payment notice and back payment agreement (10 years) (6) Payment certification materials. Including payment certificates and related materials issued for paying units and paying individuals (10 years) 3. Pension insurance benefits (1) Pension insurance benefits approval materials. Basic pensions for insured persons, support for immediate family members and their pension benefits after the death of pensioners, funeral expenses for pensioners, determination of other one-time benefits of pension insurance, adjustment of pension insurance benefits, correction of pension insurance benefits, pension insurance benefits Forms and related review materials for declaration and verification of supplementary payment, reduced payment of pension insurance benefits, etc. [50 years] (2) Application and verification business forms for one-time payment of personal pension insurance accounts and related review materials [50 years] (3) Labor ability appraisal materials . Including the notification of the conclusion of the labor capacity appraisal of the insured persons and related documents and review materials [50 years] (4) Pension insurance payment vouchers, accounting books, accounting statements, etc., the storage period is determined according to the "Accounting Archives Management Measures". (5) Pension insurance payment details and summary table [30 years] (6) Pension insurance fund payment annual summary table [Permanent] 4. Medical insurance benefits (1) Outpatient special disease registration materials. Including outpatient special disease insured person registration form and related review materials [10 years] (2) Medical registration materials.

Including registration forms for hospitalization, home hospital beds, referrals and hospital transfers for insured persons and related review materials [10 years] (3) Approval materials for medical insurance hospitalization benefits. Including inpatient medical expense declaration and verification business forms and related audit materials [10 years] (4) Medical insurance outpatient benefits verification materials. Including outpatient medical expense declaration and verification business forms and related audit materials [10 years] (5) Medical insurance payment vouchers, accounting books, accounting statements, etc., the storage period is determined according to the "Accounting Archives Management Measures". (6) Medical insurance payment details and summary table [30 years] (7) Medical insurance fund payment annual summary table [permanent] 5. Unemployment insurance benefits (1) Unemployment filing materials. Including the unemployment insurance benefits eligibility review and registration business form, the list of unemployed persons and relevant unemployment certification materials [10 years] (2) Unemployment insurance relationship transfer materials for unemployed persons. Including relevant materials such as the period of receipt and benefit standards [10 years] (3) Unemployment insurance benefit assessment materials. Including unemployment insurance benefits application and approval business forms and related review materials [10 years] (4) Employment promotion subsidy review materials. Including vocational training for unemployed persons, job placement subsidy application and approval business forms and related materials [10 years] (5) Unemployment insurance payment vouchers, accounting books, accounting statements, etc., the storage period is determined according to the "Accounting Archives Management Measures". (6) Unemployment insurance payment details and summary table [30 years] (7) Unemployment insurance fund payment annual summary table [permanent] 6. Work-related injury insurance benefits (1) Work-related injury filing materials. Including work-related injury accident registration forms and related materials [10 years] (2) Work-related injury identification materials. Including work-related injury determination decision letter and related documents and review materials [50 years] (3) Materials on changes in registration of work-related injuries. Including work-related injury employee registration, work-related injury insurance information change registration form and related materials [50 years] (4) Work-related injury insurance disability and death benefit assessment materials. Including one-time disability benefits, disability allowances, living care expenses, one-time work-related death benefits, funeral benefits for work-related deaths, support for immediate family members and pensions for work-related deaths, and other work-related injury insurance benefits declaration and approval forms and related materials [50 years] (5) Approval materials for work-related injury insurance medical benefits. Including business forms and related materials for declaration and verification of medical treatment, rehabilitation, provision of assistive devices, labor ability assessment and other expenses for work-related injuries [10 years] (6) Work-related injury prevention expense verification materials. Including the insured unit's work injury prevention expense declaration and verification business form and related materials [10 years] (7) Work injury insurance payment vouchers, accounting books, accounting statements, etc., shall be kept for a period determined in accordance with the "Accounting Archives Management Measures". (8) Work-related injury insurance payment details and summary table [30 years] (9) Work-related injury insurance fund payment annual summary table [permanent] 7. Maternity insurance benefits (1) Pregnancy registration materials. Including the pregnancy registration declaration and approval business form and related materials for female employees [10 years] (2) Complication registration materials. Including business forms and related materials for declaration and approval of complications from family planning surgery [10 years] (3) Maternity insurance benefits approval materials. Including relevant review materials such as medical expenses incurred by insured persons due to childbirth, family planning, treatment of complications, and maternity allowance declaration and approval business forms [10 years] (4) Maternity insurance payment vouchers, accounting books, accounting statements, etc., in accordance with the " The Accounting Archives Management Measures determine the retention period. (5) Maternity insurance payment details and summary table [30 years] (6) Maternity insurance fund payment annual summary table [permanent]