Estates and Trusts: Financial Papers

Record Type

These are principal or operational records, that is, material directly related to the mandate or mission of your office.
This rule applies to records in paper and digital formats.

Retention Period

Action 1: Keep record active in your office for as long as record is current.
Action 2: Send record to the University Archives for permanent storage.

Additional Comments
The records sent to the Archives will be transferred to the endowment files.