Get Iron Mountain Transmittal Form Pdf

Filling out the Iron Mountain Transmittal Form Pdf is a crucial step in the process of sending new records for storage. This guide offers a detailed walkthrough to ensure that you can complete the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the Iron Mountain Transmittal Form Pdf and open it in your online document editor.
2. Enter your four- or five-digit Customer ID in the designated field. Ensure this ID is printed on both the Transmittal Form and the peel-off Barcode Label.
3. Input your Customer Name clearly in the appropriate section of the form.
4. Provide the Division ID of the department, using up to 12 alphanumeric characters, if applicable. Note that this field should be used only by customers specifically set up to use divisions.
5. Fill in the Department ID of the new carton using up to 10 alphanumeric characters. Only customers set up to use extended Department IDs should occupy specific blocks within this section.
6. Indicate the Record Code, using up to 6 alphanumeric characters. Ensure you follow the system specifications based on your organization’s setup.
7. Specify the date range by inputting the oldest and most recent dates of the records contained in the carton. Only valid dates formatted as month/day/year are acceptable.
8. Insert the Create Date, which represents when the materials were packaged or the date the records were created. Again, use the valid date format.
9. Detail the Alpha/Numeric Range-From and Range-To, which indicates the beginning and ending ranges of the records in the carton.
10. Add the Event Date, if applicable, using the required date format.
11. Utilize the Reference #1 field for any additional cross-reference information about the carton.
12. Clearly describe the contents of the carton in the Major Description field, following the provided examples for clarity.
13. Provide any additional Minor Description information, ensuring consistency with the Major Description.
14. Indicate the Hold Code for the carton if requiring an extension of the retention period. Make sure that the Hold Codes are established prior to use.
15. Complete the Destruction Eligibility section according to your organization’s established protocols, ensuring the proper handling of records.
16. If relevant, fill in the Customer Box Number for internal tracking purposes.
17. Print your name in the Preparer’s Full Name field, alongside the date, Division ID, Department ID, telephone number, extension, and floor.
18. Attach the peel-off Barcode Label securely to the designated area on the carton’s InfoPanel.
19. Place the pink copy of the Transmittal Form inside the carton on top of the files, and retain the yellow copy for your records.
20. Submit the white copy to the Iron Mountain driver along with the new cartons for pickup, ensuring the physical carton count aligns with the documentation.
21. Contact Iron Mountain to schedule the pickup of your cartons.

Complete your Iron Mountain Transmittal Form Pdf online efficiently today.