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OFFSITE RECORDS STORAGE SERVICES
Transferring Records to Offsite Storage Facilities
Information Sheet
If your department has records that are no longer actively used, but must be retained
for an additional
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How to fill out off site records storage

How to fill out off site records storage
01
Gather all the necessary records that need to be stored off-site.
02
Organize the records by category or department.
03
Label each box or container with a unique identifier and record the contents of each box.
04
Prepare an inventory list of all the records being stored off-site.
05
Pack the boxes securely to prevent damage during transportation.
06
Contact a reputable off-site records storage provider to arrange for storage.
07
Provide the storage provider with the inventory list and any specific instructions.
08
Arrange for transportation of the records to the storage facility.
09
Ensure proper tracking and documentation of the records at the storage facility.
10
Regularly review and update the inventory list as records are added or removed from off-site storage.
Who needs off site records storage?
01
Businesses and organizations that generate a large volume of physical records.
02
Companies that need to comply with legal or regulatory requirements for record retention.
03
Organizations that want to free up valuable office space by storing records off-site.
04
Industries with strict data security and privacy requirements, such as healthcare and finance.
05
Any entity that wants to ensure the long-term preservation and protection of important records.
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What is off site records storage?
Off site records storage refers to the practice of storing physical or digital records in a location separate from the primary business site, often to enhance security, optimize space, and ensure compliance with regulations.
Who is required to file off site records storage?
Typically, businesses and organizations that store sensitive or regulated records, such as medical, financial, or legal documents, are required to file for off site records storage.
How to fill out off site records storage?
To fill out off site records storage documentation, you must provide details such as the nature of the records, the location of storage, security measures in place, and the duration of storage.
What is the purpose of off site records storage?
The purpose of off site records storage is to protect vital records from loss, damage, or theft while complying with legal and regulatory requirements for information management.
What information must be reported on off site records storage?
Information that must be reported includes identification of the records being stored, location details, inventory lists, access controls, and any retrieval protocols.
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