| Activity | AD3400 Insurance Services |
| Records Series | 30 - Insurance Policy Files |
| OPR | Office of Risk and Safety Services |
| Description | Records consist of insurance policies, premium notices, premium receipts/invoices, broker and insurer agreements, related documentation and correspondence. |
| Retention Trigger | Policy expires. |
| Total Retention | 7 years |
| Final Action | DP |
| Disposition Plan | A copy of insurance policies may be kept for reference purpose. The rest of the files to be destroyed after retention period has elapsed. |
| 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
- PIB = Personal Information Bank
Printed on Saturday, Feb 1 2025