Free Guide

Record Retention Schedule Guidelines

EBooks

Banish retention guesswork forever. This guide reveals exactly which records to keep and for how long.

Precise timelines for 50+ business document types, from tax records to personnel files, designed for records management professionals and individuals.

Managing records effectively requires clear understanding of how long to keep different types of documents. This comprehensive quick reference guide provides straightforward retention schedules for both business and personal records, helping you make informed decisions about document retention and disposal.

Whether you're a records manager maintaining corporate archives or an individual organizing personal documents, these guidelines offer at-a-glance retention periods and practical record-keeping recommendations for over 50 different record types, with separate schedules for business and individual records. Quickly find the information you need without wading through complex policies.

What’s Included in Your Retention Guidelines

Business Records Retention

Accounting & Financial Records Schedule

Employee Benefit Plan Record Requirements

Insurance & Legal Document Guidelines

Personnel Records Retention Periods

Tax Record Maintenance Guidelines

Individual Records Retention

Personal Financial Document Guidelines

Tax Record Requirements

Legal Document Retention Periods

Insurance & Medical Record Standards

Property & Asset Documentation Guidelines

Key Features & Benefits:

Quick-reference format with clear retention periods

Two-column layout showing document types and retention timeframes

Separate schedules for business and personal records

Important notes about consulting legal counsel

Annual policy review recommendations

Ready to take control of your records?.

Get your quick-reference guide with precise retention periods for over 50 business and personal record types, and stop guessing about retention requirements.

download retention guidelines