Get the free RECORDS RETENTION SCHEDULE (RC-2) - City of Oberlin

Page OHIO VISION* Ohio Historical Society State Archives of Ohio Local Government Records Program 800 E. 17* Avenue Columbus, Ohio 43211-2497 RECORDS RETENTION SCHEDULE (RC-2) See instructions before

How to fill out records retention schedule rc-2

How to fill out records retention schedule rc-2:

1. Start by gathering all relevant records and documents that need to be included in the retention schedule.
2. Review the instructions provided on the retention schedule form to ensure you understand the specific requirements and guidelines for filling it out.
3. Identify the categories or types of records that need to be included in the schedule, such as financial records, employee records, or legal documents.
4. Determine the retention periods for each category of records. This information can usually be found in legal or regulatory guidelines specific to your industry or organization.
5. Enter the category names and their corresponding retention periods in the appropriate sections of the retention schedule.
6. Ensure that you provide clear and accurate descriptions for each category of records, making it easy for anyone reviewing the schedule to understand what types of records are included.
7. Provide any additional details or notes that may be required, such as any specific actions that need to be taken when the retention period expires (e.g., shredding the documents or transferring them to an off-site storage facility).
8. Double-check all the information entered in the retention schedule to ensure its accuracy.
9. Obtain any necessary approvals or signatures required for the completion of the retention schedule.
10. Store the retention schedule in a secure location that is easily accessible to those responsible for managing and maintaining records within your organization.

Who needs records retention schedule rc-2:

1. Organizations that are required to comply with legal and regulatory requirements related to record retention.
2. Businesses that want to establish a structured framework for managing their records and ensuring compliance with retention guidelines.
3. Records managers or professionals responsible for developing and implementing records management policies and procedures within an organization.
4. Compliance officers or legal departments that need to ensure that records are retained for the required period and can be accessed as needed for legal or regulatory purposes.
5. Audit or risk management teams within an organization that need to review and assess the effectiveness of record retention practices.
6. Individuals or departments responsible for responding to litigation or legal inquiries, as a records retention schedule can help identify which records need to be preserved and produced as evidence.

(Note: The specific need for records retention schedule rc-2 may vary depending on the organization and its specific requirements.)

For pdfFiller’s FAQs

What is records retention schedule rc-2?

Records retention schedule rc-2 is a document that outlines the guidelines and time periods for retaining and disposing of records within an organization.

Who is required to file records retention schedule rc-2?

All organizations, both public and private, are required to file records retention schedule rc-2.

How to fill out records retention schedule rc-2?

To fill out records retention schedule rc-2, organizations need to detail the types of records they hold, the retention periods for each record type, and the applicable legal requirements.

What is the purpose of records retention schedule rc-2?

The purpose of records retention schedule rc-2 is to ensure that organizations properly manage and retain records for the necessary periods of time, in compliance with legal and regulatory requirements.

What information must be reported on records retention schedule rc-2?

Records retention schedule rc-2 must include the types of records held, retention periods, and legal or regulatory basis for the retention requirements.

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