Retention Schedule Preparation (Drafting Retention Schedules)

  • Draft your retention schedule by completing DGS 550-1, Records Retention and Disposition Schedule Form
  • Leave the schedule number blank.
  • Be sure to include the name of your agency and, if applicable, division, office or unit in the provided fields.
  • For each of your record series, enter a record series title, a brief description, and a retention statement explaining how long those records should be kept
    • For all permanent records, the retention statement should specify when the records will be transferred to the Archives.
    • For all non-permanent records, the retention statement should specify when the records will be destroyed.

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