| Activity | AD3400 Insurance Services |
| Records Series | 32 - Insurance Claim Files |
| OPR | Office of Risk and Safety Services |
| Description | Records consist of insurance claim reports, copies of incident reports, statement of claim, witness of accounts/statements, applicable insurance policies, waivers, parental consent forms, property appraisals, damage appraisals, copies of purchase receipts or agreements, inventory lists and related documentation and correspondence. |
| Retention Trigger | Insurance claim closed or involved minor(s) reach(es) age of majority, whichever happens later. |
| Total Retention | 15 years |
| Final Action | D |
| Disposition Plan | |
| 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 Wednesday, Apr 24 2024