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COMPLIANCE
Record Retention & Destruction Policies
A Must for Financial Institutions
March 29, 2016 1:30 3:30 CT
Seminar Code: SW21042
PROGRAM HIGHLIGHTS
While retaining records is essential for
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How to fill out record retention destruction policies
How to fill out record retention destruction policies:
01
Start by reviewing any applicable laws or regulations regarding record retention and destruction. This will help you understand the necessary requirements and timelines for retaining and destroying records.
02
Assess your organization's needs and priorities. Determine what types of records are essential to keep and for how long, and which ones can be safely destroyed after a certain period.
03
Identify the stakeholders involved in the record retention and destruction process. This may include legal, compliance, IT, and other relevant departments. Collaborate with them to gather their input and ensure consistency in the policies.
04
Create a record retention schedule that outlines the retention periods for different types of records. This schedule should consider legal, regulatory, and business requirements. It should also address any specific needs of your organization.
05
Document the policies and procedures for record destruction. Define the methods and mechanisms for disposing of records securely, such as shredding physical documents or securely deleting electronic files.
06
Communicate the policies and procedures to all relevant employees. It is crucial to make sure that everyone understands the importance of record retention and destruction, and their roles and responsibilities in the process.
07
Regularly review and update the record retention destruction policies as needed. Stay informed about any changes in laws or regulations that may impact your organization's record management practices.
Who needs record retention destruction policies?
01
All organizations that handle sensitive or confidential information should have record retention destruction policies. This includes businesses, government agencies, educational institutions, healthcare providers, and non-profit organizations.
02
Legal and compliance teams within organizations play a crucial role in ensuring that record retention destruction policies are in place and followed. They help navigate the legal requirements and mitigate risks associated with inadequate record management.
03
IT departments also need to be involved in record retention destruction policies, especially when it comes to managing electronic records. They can assist in implementing secure storage and disposal methods, as well as ensuring data privacy and protection.
04
Employees at all levels should be aware of and adhere to record retention destruction policies. They should understand the importance of properly managing records and the potential consequences of non-compliance.
05
External stakeholders, such as auditors or regulatory bodies, may also require organizations to have proper record retention destruction policies in place. Being able to demonstrate compliance with these policies can be essential during audits or legal proceedings.
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What is record retention destruction policies?
Record retention destruction policies outline how long records should be kept before they are destroyed.
Who is required to file record retention destruction policies?
Certain businesses and organizations are required to file record retention destruction policies.
How to fill out record retention destruction policies?
Record retention destruction policies can be filled out by detailing the specific retention periods for different types of records.
What is the purpose of record retention destruction policies?
The purpose of record retention destruction policies is to ensure that records are kept for the appropriate amount of time and then properly destroyed.
What information must be reported on record retention destruction policies?
Record retention destruction policies must include the types of records being kept, the retention periods, and the methods of destruction.
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