Queen's University Archives

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ActivityAD4550 Pension Administration
Records Series30 - Individual Pension Record
OPRPension and Insurance
DescriptionRecords document the administration of an individuals pension from Queen's University.

Example documents: Pension enrollment card, beneficiaries nomination and changes, declaration of marital status sheets, copy of court orders, election of options, pension statements, Advice of Death Payout Certificate of Authorization, add/change notices, salary change notices, change of affiliation status memo.
Retention TriggerTermination of employment.
Active (years)7
Semi-Active (years)93
Final ActionD
Disposition Plan
Retention Rationale
PIBPIB
Vital RecordsYes

This schedule applies to official records. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.

University Records exist in both physical and electronic formats, such as paper, email or data in a database. Paper records may or may not contain information that is duplicated in an electronic system. For technical reasons the retention assigned to the electronic records may be different from the retention of physical records. If there are differences, see instructions in this schedule for details.



GLOSSARY

  • AR = Transfer to Archives
  • AY = End of Academic Year
  • CY = End of Calendar Year
  • D = Destroy / Delete
  • DP = Special Disposition Plan
  • FY = End of Fiscal Year
  • OPR = Office of Primary Responsibility
  • PIB = Personal Information Bank


Printed on Monday, Feb 18 2019