Description
|
Office Responsible
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Minimum Retention Policy
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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 |