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DocuSign Envelope ID: 744D325E3D0F4D34BA8536CD6581A0ECPOLICY INFORMATION Policy Title: Document Retention and Destruction Policy and Procedure Departmental Owner: Chief Compliance, Audit, and Privacy

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How to fill out document retention and destruction

01

Identify the types of documents that need to be retained and the length of time they need to be kept.

02

Create a document retention policy outlining the retention periods for each type of document.

03

Train employees on the document retention policy and procedures for destruction.

04

Implement a system for organizing and storing documents securely.

05

Regularly review and update the document retention policy to ensure compliance with regulations.

Who needs document retention and destruction?

01

Any organization or individual that handles sensitive or confidential information needs document retention and destruction policies.

02

This includes businesses, non-profit organizations, and government agencies.

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What is document retention and destruction?

Document retention and destruction refers to the process of managing and storing documents for a specific period of time before disposing of them in a secure manner.

Who is required to file document retention and destruction?

Any organization or individual that is subject to document retention and destruction regulations must file the necessary documentation.

How to fill out document retention and destruction?

Document retention and destruction forms can typically be filled out online or submitted in paper form to the relevant regulatory body.

What is the purpose of document retention and destruction?

The purpose of document retention and destruction is to ensure that important documents are stored securely for a specific period of time in order to comply with regulations and protect sensitive information.

What information must be reported on document retention and destruction?

The information that must be reported on document retention and destruction forms typically includes details of the documents being retained, the retention period, and the method of destruction.

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