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Retention Schedule Rules
Monthly Statements - by Unit
Record Type
  • These are secondary or houskeeping records, that is, copies of records circulated to or kept by your office for informational or convenience purposes.
  • This rule applies to records in paper and digital formats.
Retention Period
  • Action: Keep record active in your office for 1 YEAR, after which time, upon the approval by the University Archives, destroy.
  • Note: This record must be destroyed by shredding or other forms of confidential destruction.
Additional Comments
This rule is meant for all university offices except the Accounting Department. Should you belong to that office, refer to regulation 3.063.

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