Recordkeeping Requirements

Every process server must keep the following information for each service they make for 2 years:

• The title of the action (case caption)
• Names of the persons served (if known)
• Date and approximate time of service
• If served by Nail and Mail, the dates and times of the attempted services
• Address where service was effected
• Nature of the papers served
• Court in which the action has been commenced
• The Index # of the action (if known)

Additionally, if a person was served, the process server should keep record of a description of the person including:

• Sex
• Skin Color
• Hair Color
• Approximate Age
• Approximate Height
• Approximate Weight
• Other Identifying Features

If you serve a person by Drop Service or Intercoms and Video Doorbells, in place of a description of the person, simply note “Held conversation with person served” followed by a narrative of the service event.