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Tax Map and Parcel No.: [TAX MAP / PARCEL #]Prepared By:Name: [PREPARER NAME] Address: [PREPARER STREET ADDRESS] [PREPARER CITY, STATE, ZIP]After Recording Return To:Name: [RECIPIENT NAME] Address:
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How to fill out records retention schedule prepared

01
Begin by reviewing and understanding the purpose of the records retention schedule.
02
Identify all records that your organization creates and maintains.
03
Categorize the records based on their type, such as financial records, employee records, or legal records.
04
Determine the appropriate retention period for each category of records. This can be based on legal requirements, industry standards, or organizational needs.
05
Create a table or spreadsheet to document the records retention schedule. Include columns for the record category, retention period, and any additional notes or instructions.
06
Assign responsibility for maintaining and updating the records retention schedule.
07
Train employees on how to use the records retention schedule and ensure that they understand their responsibilities for record management.
08
Regularly review and update the records retention schedule as needed, considering changes in regulations or organizational requirements.

Who needs records retention schedule prepared?

01
Organizations of all types and sizes can benefit from having a records retention schedule prepared. This includes businesses, non-profit organizations, government agencies, and educational institutions. Any organization that creates and maintains records should have a records retention schedule in place to ensure compliance with legal requirements, efficient record management, and protection of sensitive information.

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A records retention schedule is a document that outlines how long different types of records should be kept by an organization before they can be disposed of or archived.
Typically, all organizations that generate and manage records, including businesses, government agencies, and non-profits, are required to prepare and file a records retention schedule.
To fill out a records retention schedule, identify various types of records within the organization, determine the retention period for each type based on legal and regulatory requirements, and document this information in a structured format.
The purpose of a records retention schedule is to ensure compliance with legal and regulatory obligations, improve efficiency in records management, and facilitate decision-making regarding the retention or disposal of records.
The records retention schedule should report the type of records, retention period, legal authority for retention, and any special handling instructions for sensitive records.
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