Records Management

Retention and Disposition Schedules

Financial and Payroll Records

YEAR-END WORKING PAPERS

Official Copy: Financial Services Division

This series consists of working papers reflecting adjustments to the annual trial balance of the University's financial data to present the most accurate current financial position. This data is then used to provide the official Annual Financial Statement.

Retention and Disposition:

Official Copy:

Retention: 7 years;
Disposition: Destroy.

Other Copies:

Retention: N/A
Disposition: N/A
U of S File Classification: 200-299 - Financial Records.

Approved: 1 December 1999