Oct 2, 2020 10:15 am
ActivityAD3400 Insurance Services
Records Series

30 - Insurance Policy Files

OPROffice of Risk and Safety Services
DescriptionRecords consist of insurance policies, premium notices, premium receipts/invoices, broker and insurer agreements, related documentation and correspondence.
Retention TriggerPolicy expires.
Total Retention 7 years
Final ActionDP
Disposition PlanA 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.
PIBNo
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 Thursday, Mar 28 2024