OFAC requires retaining sanctions-related records for 5 years. This includes screening results, blocking reports, transaction records, and compliance documentation.
| Record type | Retention period | Why |
|---|---|---|
| Sanctions screening results | 5 years | Audit trail for regulators |
| Blocking and rejection reports | 5 years | Evidence of compliance |
| Transaction records (sanctions-relevant) | 5 years | Investigation evidence |
| Customer due diligence records | 5 years (FinCEN) | BSA/AML compliance |
| Training records | 5 years | Compliance evidence |
| Risk assessments and audits | 5 years | Program evidence |
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