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Transmittal Sheet Page of Use this Sheet to describe new cartons that you are sending to Iron Mountain Records Management. As many as five cartons can be included on this page. CUSTOMER ID (5 char.)

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How to fill out records transmittal form

How to fill out records transmittal form:

01

Start by entering the date at the top of the form. This should be the date when the form is being filled out.

02

Next, fill in the sender's information. This includes the name, title, department, and contact details of the person or organization sending the records.

03

Include the recipient's information. This should include the name, title, department, and contact details of the person or organization receiving the records.

04

Provide a brief description of the records being transmitted. This could include the type of records, the date range, and any other relevant information.

05

Indicate the number of pages or documents being transmitted. This helps ensure the recipient receives all the necessary records.

06

If there are any special instructions or requirements, such as requesting a confirmation of receipt, include them in the appropriate section of the form.

07

Lastly, review the form to ensure all the necessary information has been provided and that it is accurate. Make any necessary corrections before submitting the form.

Who needs records transmittal form:

01

Businesses and organizations that regularly send or receive records may need a records transmittal form.

02

Government agencies that handle sensitive documents often use records transmittal forms to keep track of the records being transmitted.

03

Professionals in fields such as law or healthcare may also use records transmittal forms when submitting or requesting records for legal or medical purposes.

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