Bryant University. The Character of Success

Record Retention Policy

Description 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