Students
Records relating to documentation of students' academic history and provision of support services to students.
STU20
Student Financial Services - Case Files
Consists of records relating to financial assistance and advice offered to individual students. Records may include emergency financial assistance, budget planning advice, supporting documentation for loan programs other than the Ontario Student Assistance Program (OSAP).
Office of Primary Responsibility
Student Financial Services
Units administering student financial assistance
Retention
7 years after last action
Disposition
Destroy
Other Copies
Retention
1 year after last action
Disposition
Destroy
See Also
FIN00 - Policies, Procedures, Standards for university-wide financial policies and procedures
STU00 - Policies, Procedures, Standards for policies and procedures relating to student financial assistance
STU25 - Ontario Student Assistance Program (OSAP) - Supporting Documentation
Retention Rationale
Records relating to finances must be kept for a period of seven years to fulfill University accounting and audit requirements. Records containing personal information that are used by York University must be retained for one year in accordance with the Freedom of Information and Protection of Privacy Act R.R.O. 1990, Reg. 460, s. 5(1).
Filing Guidelines
Where these records are operationally maintained as part of the student record, maintain as per the appropriate file class of student record (undergraduate, graduate, non-degree).
Approved by University Secretary and General Counsel on 2008-06-20