Sample of a typical records retention schedule

1.	Title:		Employment Records
2.	Description:		Employee Records (Record Jackets) are maintained for all regularly appointed faculty and staff and generally contain: Personnel Authorization forms (PAF), Personal Data Records (PDR), and a copy of the Social Security Card. These files may also contain benefit enrollment forms, salary adjustment letters, original applications for employment, Oath-of-Affirmation (faculty), Absence Record Cards (staff), Unemployment Insurance Claim forms and Determinations, Dependent Child Tuition Remission Applications, and employment-related memos.
3.	Office of Record:		University Human Resources
4.	Retention:		80 Years
5.	Disposition:		Destroy
6.	Other copies:		Units/Department
7.	Retention:		6 years after termination of employment
8.	Disposition:		Destroy

Required Information

• Title of the record series.
• The series description generally consists of two components: a use or purpose statement and a content statement.
• Office of Record: Notes what unit/department is responsible for the record/information.
• Retention. Notes on how long the record must be maintained.
• Disposition: The action that must occur when the retention has been satisfied.
• Other copies: Notes where there might be another copy/version of the record.
• Retention: Notes how long the record must be maintained for other copies.
• Disposition: The action must occur when the retention has been satisfied for other copies.