Get University Of Houston Records Retention Storage Transfer Form

This guide provides clear instructions on how to complete the University Of Houston Records Retention Storage Transfer Form online. Whether you are unfamiliar with the process or seeking a quick refresher, this guide will support you in efficiently filling out the form for records retention.

Follow the steps to successfully complete the transfer form.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor. This will allow you to fill out the necessary details online.
2. Begin by entering your department information. Fill in the PS Department ID, Department Name, Departmental Contact, Contact Phone, and Contact Email fields. Ensure all information is accurate to facilitate proper communication.
3. Proceed to the Record Information section. Here, you will need to provide the Document Type 1, Record Category, Agency Item Number, Record Series Title, and a detailed description of the items. The description should include the purpose of the records, including relevant details about the documents and forms.
4. Indicate the Latest Fiscal Year of Records in the appropriate field. This will help in assessing the retention period of the records.
5. The next section, labeled 'Records Retention Department Only,' requires you to fill in the Date of Transfer, Work Order Number (if applicable), File Box Number, and Box Location. These details are critical for tracking the records once they are transferred.
6. Complete the section regarding the Longest Retention Period and the Fiscal Year for Destruction. Consult the Records Retention Schedule to determine these details accurately.
7. Lastly, indicate if an Archival Review is required and provide information for Document Type 2, if applicable. Remember to complete a separate form for each box being transferred.
8. Once all fields are filled out and reviewed for accuracy, save your changes. You can then download, print, or share the completed form as needed.

Complete your documents online today for efficient records management.