Free Guide

Record Retention Policy Sample

EBooks

A comprehensive sample for 40+ business record types along with retention, administrative, and implementation guidelines.

A detailed example policy to help records management professionals understand and establish compliant retention policies for their organization.

Managing organizational records requires careful attention to retention requirements and compliance standards. This complete policy sample provides the structure and guidelines you need to develop a robust records retention policy tailored to your organization's needs.

Get expert insights on determining retention periods, record categories, and destruction protocols for record types ranging from accounting documents to personnel files. Whether you're starting fresh or enhancing existing systems, this guide helps you follow best practices in records retention management.

What’s Included in Your Policy Sample

Complete Policy Framework

Purpose and scope definitions

Administration guidelines and responsibilities

Applicability guidelines

Detailed Retention Periods

for 10+ record categories including:

Accounting and Finance Records

Personnel and HR Documents

Corporate and Legal Records

Tax and Insurance Documents

Electronic Documents

Additional Guidelines

State-specific considerations

Electronic records management

Email retention protocols

Document destruction procedures

Ready to develop your records retention policy?

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