Get the free Records Retention and Disposition - Missouri Secretary of State

Secretary of StateRecords Management Best Practices and ProceduresRecords Management Division 05/2024Table of Contents Chapter 1: Introductions to Records Management ..................................................................................

How to fill out records retention and disposition

How to fill out records retention and disposition

1. Identify the types of records your organization needs to retain and dispose of
2. Create a records retention and disposition schedule outlining how long each type of record needs to be retained
3. Ensure that the schedule complies with any legal requirements or industry regulations
4. Train employees on the importance of following the retention and disposition schedule
5. Regularly review and update the schedule as needed

Who needs records retention and disposition?

1. Businesses of all sizes
2. Government agencies
3. Non-profit organizations
4. Any organization that generates and stores records

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What is records retention and disposition?

Records retention and disposition refer to the policies and processes governing how long documents and records are kept by an organization, and the proper procedures for their eventual destruction or transfer when they are no longer needed.

Who is required to file records retention and disposition?

Organizations, businesses, and government entities that create, receive, and maintain records are required to file records retention and disposition plans to ensure compliance with legal and regulatory requirements.

How to fill out records retention and disposition?

To fill out records retention and disposition, organizations should detail each type of record, the retention period for each, the rationale for disposal, and the method of disposition, which may include destruction or archiving.

What is the purpose of records retention and disposition?

The purpose of records retention and disposition is to manage information efficiently, ensuring compliance with laws, reducing storage costs, facilitating access to important records, and protecting sensitive information from unauthorized access.

What information must be reported on records retention and disposition?

The information that must be reported includes the type of record, creation date, retention period, reason for retention, method of disposition, and any applicable legal or regulatory requirements.