Oct 2, 2020 10:15 am
ActivityAD4550 Pension Administration
Records Series

30 - 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.
Total Retention (years)100
Final ActionD
Disposition Plan
Retention Rationale
Retention based on anticipated operational use.
PIBPIB
Vital RecordsYes

This schedule applies to official records in all media. 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.



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 Wednesday, Nov 30 2022