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Document Retention Policy 1.0 2.0 3.0 4.0 POLICY STATEMENT 5 PURPOSE 5 APPLICABILITY 5 DEFINITIONS 6 1. 2. 3. 4. 5. 6. 7. 8. 9. Official Records Retention and Disposition Schedules -----------------------------------------------------.

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Per 2 CFR 200.334, “Financial records, supporting documents, statistical records, and all other non-Federal entity records pertinent to a Federal award must be retained for a period of three years from the date of submission of the final expenditure report or, for Federal awards that are renewed quarterly or annually, ...

Document retention guidelines typically require businesses to store records for one, three or seven years. In some cases, you will need to keep the records forever. If you're unsure what to keep and what to shred, your accountant, lawyer and state record-keeping agency may provide guidance.

Data Retention 101: How to Build a Data Retention Program Discover and Inventory All Your Data. Define and Apply Custom Policies to Retain or Discard Data. Automate Workflows and Take Action on Your Data. Comply with Regulations that Apply to Your Organization.

Detail instructions on storing, retaining, and preserving data: Document how documents will be organized, stored, retained, and backed up. Describe the protocols for storage, retention, and backup. Determine the categories and types of documents, especially confidential or sensitive.

Six Key Steps to Developing a Record Retention Policy STEP 1: Identify Types of Records & Media. ... STEP 2: Identify Business Needs for Records & Appropriate Retention Periods. ... STEP 3: Addressing Creation, Distribution, Storage & Retrieval of Documents. ... STEP 4: Destruction of Documents. ... STEP 5: Documentation & Implementation.

Keep for minimum of seven years: Bank statements, checks, deposit records and reconciliation. Contracts, mortgages (expired) Contracts (until 7 years after expiration) Donation Documentation.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232