University Archives

Retention Schedules: Business Services - Accounts Receivable

Records Type

Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.

A/R corrections

Agency Schedule Number: 013-018
Item No.: 2
Description:
Confidential Information: No

Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.

Retention Period: Retain current year plus 3 fiscal years, then dispose.

Effective Date: March 2013
Revision Date: NA

A/R refunds/appeals

Agency Schedule Number: 013-018
Item No.: 3
Description:
Confidential Information: No

Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.

Retention Period: Retain current year plus 3 fiscal years, then dispose.

Effective Date: March 2013
Revision Date: NA

A/R write offs

Agency Schedule Number: 013-018
Item No.: 8
Description:
Confidential Information: No

Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.

Retention Period: Retain current year plus 3 fiscal years, then dispose.

Effective Date: March 2013
Revision Date: NA

Cash receipts daily work

Agency Schedule Number: 013-018
Item No.: 1
Description:
Confidential Information: No

Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.

Retention Period: Retain current year plus 3 fiscal years, then dispose.

Effective Date: March 2013
Revision Date: NA

Return of Title Four documentation

Agency Schedule Number: 013-018
Item No.: 4
Description:
Confidential Information: No

Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.

Retention Period: Retain current year plus 3 fiscal years, then dispose.

Effective Date: March 2013
Revision Date: NA

Perkins promissory notes

Agency Schedule Number: 013-018
Item No.: 7
Description:
Confidential Information: No

Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.

Retention Period: Retain 4 years once note has been paid off, then dispose.

Effective Date: March 2013
Revision Date: NA

Special course fee approvals

Agency Schedule Number: 013-018
Item No.: 5
Description:
Confidential Information: No

Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.

Retention Period: Retain current year plus 3 fiscal years, then dispose.

Effective Date: March 2013
Revision Date: NA

Third party authorizations

Agency Schedule Number: 013-018
Item No.: 6
Description:
Confidential Information: No

Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.

Retention Period: Retain current year plus 3 fiscal years, then dispose.

Effective Date: March 2013
Revision Date: NA

Original Copy of Schedule as Approved by the State of Minnesota