Human Resources
Records relating to the management of academic and non-academic University employees.
HRS77
Retired Employees - Case Files
Consists of records relating to pensions and benefits of former or retired employees. Records may include direct transfer request form, locking-in agreement, declaration of marital status and beneficiary designation, bank request for electronic funds and pension election forms.
Office of Primary Responsibility
Human Resources and Employee Relations
Retention
Permanent
Disposition
n/a
Other Copies
Retention
Until operational use ceases
Disposition
Destroy
See Also
for pension and benefit records of active employees
Retention Rationale
Retention based on current operational practice.
Filing Guidelines
Discard transitory documents when operational use ceases, or they are superseded or obsolete.
Approved by University Secretary and General Counsel on 2008-12-03