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common records schedule

Human Resources

Records relating to the management of academic and non-academic University employees.


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





Other Copies


Until operational use ceases



See Also

for pension and benefit records of active employees

HRS30 - Full-time Academic Employee Files

HRS32 - Part-time Academic Employee Files

HRS34 - Permanent Non-Academic Employee Files

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Discard transitory documents when operational use ceases, or they are superseded or obsolete.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