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Retention Schedule Rules
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.

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