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Document Organizer and Retention

Document Organizer and Retention

Name: Document Organizer and Retention
Brand: US Legal Forms
Price: 59.00 USD
Rating: 4.85 (472 reviews)

Category:

Personal Planning

State:

Multi-State

Control #:

US-1139BG

Format:

Instant download

Description

Many financial experts recommend that you keep your personal documents in a safe deposit box and a home file. As a general rule, keep any item in your safe deposit box if: (1) it must be used to prove ownership in case of an insurance loss; (2) it must be used to claim a future benefit, such as a pension; (3) it is small and valuable and you do not use it often; or (4) it is difficult to replace and you do not use it often. Be sure to check with your bank about any state laws which may limit access to your safe deposit box. For example, some states, for estate tax purposes, seal the box after the owner's death. Under what conditions can your heirs open your box? How long must they wait? Do you have a co-owner or co-signer for your safe deposit box?

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FAQ

Use the Default Installation Folders for Program Files. One Place for All Documents. Create Folders in a Logical Hierarchy. Nest Folders Within Folders. Follow the File Naming Conventions. Be Specific. File as You Go. Order Your Files for Your Convenience.

A retention period (associated with a retention schedule or retention program) is an aspect of records and information management (RIM) and the records life cycle that identifies the duration of time for which the information should be maintained or "retained," irrespective of format (paper, electronic, or other).

A good record retention policy can also reduce legal risks and discovery costs, as well as recovery effort time, associated with legitimate lawsuits. Destroying documents in accordance with a reasonable record retention policy can help protect your organization from legal risks.

The retention period begins at a specific time depending on the type of record. For example, the retention period for a financial record starts on July 1 of the following year. For another example, the retention period for the records of an employment search begins on the date that the hiring decision is made.

A document retention policy is only as good as its implementation.In addition, the policy must be flexible enough to be suspended if a litigation hold is necessary. The policy should address the litigation hold and how it is to be implemented, including any policy on email backup tapes.

Good examples. Length of time in a data retention policy ranges from minutes to years. As a result, it's important to use a policy engine that involves many different fields, such as user, department, folder and file type. A data retention policy should include email messages.

Document retention is a system that allows you and your employees to automatically create policies and determine what should be done with particular documents or records at a certain point of time.Have files automatically moved to a new folder, system, directory, or site.

A document retention policy (also known as a records and information management policy, recordkeeping policy, or a records maintenance policy) establishes and describes how a company expects its employees to manage company data from creation through destruction.

Document Organizer and Retention

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