|
Description
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Office
|
Minimum Retention Policy
|
|
A/R Aging Reports
|
Bursar's Office
|
Retain for 5 years and then transfer to University Storage Area
|
|
A/R Audit Files & Reports
|
Bursar's Office
|
Retain for 5 years and then transfer to University Storage Area
|
|
A/R Billing Files
|
Bursar's Office
|
Retain 10 years, then destroy (only if account PIF)
|
A/R Daily Reconciliation Reports
(Feeds to Finance)
|
Bursar's Office
|
Retain 5 years, then destroy
|
|
A/R General Correspondence
|
Bursar's Office
|
Retain one year, then destroy
|
A/R Monthly Reports:
A/R Reconciliation
Tuition Revenue
Collections Report
Assessment Reports
Auxiliary Services Revenue Reports
|
Bursar's Office
|
Retain 5 years, then destroy
|
|
A/R Policy Manual
|
Bursar's Office
|
Retain until updated
|
|
A/R Student Write-Off Accounts
|
Bursar's Office
|
Retain Permanently
|
|
Collection Agency Statements
|
Bursar's Office
|
Retain 5 years, then transfer to University Storage Area
|
|
Federal Perkins Loan Promissory Notes
|
Bursar's Office
|
Retain 3 years after paid in full, then destroy
|
|
Personnel Files
|
Human Resources
|
Maintain copies in Bursar's Office until employee separates from the University
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