| Activity | AD2500 University Accounting |
| Records Series | 34 - Financial Reporting |
| OPR | Financial Services |
| Description | Records documenting the statements of accounts and the tracking and reporting of income and expenses in the financial system. Includes financial statements and management reports. |
| Retention Trigger | FY |
| Total Retention | 19 years |
| Final Action | DP/AR |
| Disposition Plan | Annual financial statements and reports to be transferred to the Archives upon completion; all other records to be destroyed at the end of retention period. |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | No |
| Vital Records |
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
- CO = Continuous Overwrite
- CY = End of Calendar Year
- D = Destroy / Delete
- DP = Special Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- P = Permanent
- PIB = Personal Information Bank
Printed on Saturday, Apr 19 2025