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Records Retention / Disposition Authorization. Please read instructions provided on pages 23 before completing. In accordance with s.16.61, Wis. Stats, this form must be completed and approved by
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How to fill out records retentiondisposition authorization

How to fill out records retentiondisposition authorization:
01
Begin by gathering all necessary information and documents before starting the process.
02
Read the instructions carefully to understand the requirements and guidelines for filling out the authorization form.
03
Fill in your personal information accurately, including your name, address, and contact details.
04
Provide information about the records you wish to retain or dispose of, such as the type of records, their titles, and the dates they were created.
05
Specify the retention period for each record category, indicating how long you need to keep them before disposal.
06
If there are any exceptions or special circumstances that require extended retention, provide a justification or explanation for those cases.
07
Review the filled-out form to ensure all information is accurate and complete.
08
Sign and date the authorization form, indicating your agreement to the retention and disposition decisions made.
09
Submit the form as instructed, whether it is to be sent electronically or mailed to the appropriate department or authority.
Who needs records retentiondisposition authorization?
01
Companies and organizations: Businesses of all sizes and industries should have a records retentiondisposition authorization process in place to manage their records effectively and ensure compliance with legal and regulatory requirements.
02
Government agencies: Public institutions and government bodies deal with numerous records and must follow strict regulations, making records retentiondisposition authorization crucial for efficient record management.
03
Non-profit organizations: Non-profit organizations may also need records retentiondisposition authorization to maintain transparency, accountability, and compliance with relevant laws.
04
Individuals: While individuals may not require records retentiondisposition authorization on a large scale, they can benefit from implementing such a process for their personal records, such as financial statements, medical records, or legal documents, to stay organized and manage their information efficiently.
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What is records retentiondisposition authorization?
Records retention/disposition authorization is a legal document that allows an organization to dispose of records according to a specified schedule.
Who is required to file records retentiondisposition authorization?
All organizations and businesses that generate and maintain records are required to file records retention/disposition authorization.
How to fill out records retentiondisposition authorization?
Records retention/disposition authorization can be filled out by providing information about the types of records being disposed of, the retention period, and the method of disposal.
What is the purpose of records retentiondisposition authorization?
The purpose of records retention/disposition authorization is to ensure that records are properly managed and disposed of in compliance with legal requirements.
What information must be reported on records retentiondisposition authorization?
The information that must be reported on records retention/disposition authorization includes details about the records being disposed of, the reason for disposal, and any relevant retention schedules.
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