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Records Management Advice
Issued: April 2017
(Originally Issued: March 2017)Transferring Archival Records:How to Complete a Digital Transfer Inventory Sheet
Purpose: Provide guidance to state and
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How to fill out transferring archival records

How to fill out transferring archival records
01
To fill out transferring archival records, follow these steps:
02
Begin by gathering all the necessary documents and records that need to be transferred.
03
Organize the documents in a logical order or category for easier reference.
04
Create a comprehensive inventory list of all the transferred documents, including relevant details like document titles, dates, and current locations.
05
Prepare the archival records transfer form or template provided by your organization or archiving department.
06
Fill in the required information on the form, such as sender's and receiver's details, transfer date, and purpose of the transfer.
07
Attach the inventory list to the transfer form and ensure all document titles and details match.
08
Review the completed form and inventory list for accuracy and completeness.
09
Submit the transferring archival records to the designated recipient or archiving department.
10
Keep a copy of the completed form and inventory list for your own records.
11
Follow up with the recipient or archiving department to ensure the successful transfer of the archival records.
Who needs transferring archival records?
01
Transferring archival records are needed by various entities, including:
02
- Government agencies or departments for the purpose of preserving historical and important documents.
03
- Private organizations that need to securely store and retain documents for legal or regulatory compliance.
04
- Archiving institutions, libraries, or museums that collect and preserve historical records and artifacts.
05
- Researchers, historians, or scholars who rely on archival records for their studies and publications.
06
- Legal professionals who may require access to past records and evidence for legal proceedings.
07
- Business enterprises or corporations that need to transfer records between branches or during mergers/acquisitions.
08
- Individuals or families who wish to preserve personal records and memories for future generations.
09
In essence, anyone who values the importance of preserving and accessing historical, legal, or personal records can benefit from transferring archival records.
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What is transferring archival records?
Transferring archival records is the process of moving documents or records from one repository to another for preservation and access.
Who is required to file transferring archival records?
Any organization or institution that has archival records and needs to transfer them to another location may be required to file transferring archival records.
How to fill out transferring archival records?
Transferring archival records can typically be done by completing a form or document provided by the receiving repository or archives.
What is the purpose of transferring archival records?
The purpose of transferring archival records is to ensure the preservation and access to valuable historical documents for future generations.
What information must be reported on transferring archival records?
Information such as the description of the records, the date of transfer, and the location where the records will be stored must be reported on transferring archival records.
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