|
Description
|
Office Responsible
|
Minimum Retention Policy
|
| A/R Aging Reports | Bursar’s Office | Retain for five years, and then transfer to University Storage Area |
| A/R Audit Files & Reports | Bursar’s Office | Retain for five years, and then transfer to University Storage Area |
| A/R Billing Files | Bursar’s Office | Retain for 10 years, then destroy (only if account PIF) |
| A/R Daily Reconciliation Reports | Bursar’s Office | Retain for five years, then destroy |
| Feeds to Finance | Bursar’s Office | Retain for five years, then destroy |
| A/R General Correspondence | Bursar’s Office | Retain for one year, then destroy |
| A/R Monthly Reports: | Bursar’s Office | Retain for five years, then destroy |
| A/R Reconciliation | Bursar’s Office | Retain for five years, then destroy |
| Tuition Revenue | Bursar’s Office | Retain for five years, then destroy |
| Collections Report | Bursar’s Office | Retain for five years, then destroy |
| Assessment Reports | Bursar’s Office | Retain for five years, then destroy |
| A/R Policy Manual | Bursar’s Office | Retain until updated |
| A/R Student Write-Off Accounts | Bursar’s Office | Retain permanently |
| Collection Agency Statements | Bursar’s Office | Retain for five years, then transfer to University Storage Area |
| Federal Perkins Loan Promissory Notes | Bursar’s Office | Retain for three years after paid in full, then destroy |