Records Management
Retention and Disposition Schedules
Financial and Payroll Records
INSURANCE POLICY RECORDS
Official Copy: Insurance Services
This series consists of insurance documents created or accumulated by the University for any purpose.
Records in this series may include:
- insurance policies
- records of payment
- riders
- related documentation
- endorsements
- correspondence
The official copy of these records are of permanent value to the University and should be retained by Insurance Services until expiration. No other copy has any administrative or legal value and should not be maintained by any other campus office or officer beyond current business or reference needs.
Retention and Disposition:
Official Copy:
Retention: Transfer to Archives upon
expiration;
Disposition: Selective retention by Archives, 25 years following the date of expiration of the document
Disposition: Selective retention by Archives, 25 years following the date of expiration of the document
Other Copies:
Disposition: Destroy
U of S File Classification: 200-299 - Financial Records.
Approved: 13 June 1996