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Determine the earliest month/year records are eligible to be requested to be disposed. For example, if you have records that are classified as a series that has FE + 3 retention, when you request to dispose of those records anytime beginning in September 2019 through August 2020, you may request to dispose of records created through August 2016.
Requests During FY19FY20-2021 (Sept 2019 2020 - Aug 20202021) |
|---|
| FE + 1 = 08/20182019 |
| FE + 2 = 08/20172018 |
| FE + 3 = 08/20162017 |
| FE + 4 = 08/20152016 |
| FE + 5 = 08/20142015 |
| FE + 6 = 08/20132014 |
Future Fiscal Years
You can plan ahead for the retention required for records you are creating during each fiscal year
Requests During |
|---|
FY21-22 (Sept 2021 - Aug 2022) | Requests During FY22-23 (Sept 2022 - Aug 2023) | Requests During FY23-24 (Sept 2023 - Aug 2024) | Requests During FY24-25 (Sept 2024 - Aug 2025) | Requests During FY25-26 (Sept 2025 - Aug 2026) | Requests During FY26-27 (Sept 2026 - Aug 2027) |
|---|
Requests During FY27-28 (Sept 2027 - Aug 2028) | ||||||
|---|---|---|---|---|---|---|
| FE + 1 = 08/2020 | FE + 1 = 08/2021 | FE + 1 = 08/2022 | FE + 1 = 08/2023 | FE + 1 = 08/2024 | FE + 1 = 08/2025 | FE + |
| 1 = 08/ |
| 2026 | ||||||
| FE + 2 = 08/2019 | FE + 2 = 08/2020 | FE + 2 = 08/2021 | FE + 2 = 08/2022 | FE + 2 = 08/2023 | FE + 2 = 08/2024 | FE + |
| 2 = 08/ |
| 2025 | ||||||
| FE + 3 = 08/2018 | FE + 3 = 08/2019 | FE + 3 = 08/2020 | FE + 3 = 08/2021 | FE + 3 = 08/2022 | FE + 3 = 08/2023 | FE + |
| 3 = 08/ |
| 2024 | ||||||
| FE + 4 = 08/2017 | FE + 4 = 08/2018 | FE + 4 = 08/2019 | FE + 4 = 08/2020 | FE + 4 = 08/2021 | FE + 4 = 08/2022 | FE + |
| 4 = 08/ |
| 2023 | ||||||
| FE + 5 = 08/2016 | FE + 5 = 08/2017 | FE + 5 = 08/2018 | FE + 5 = 08/2019 | FE + 5 = 08/2020 | FE + 5 = 08/2021 | FE + |
| 5 = 08/ |
| 2022 | ||||||
| FE + 6 = 08/2015 | FE + 6 = 08/2016 | FE + 6 = 08/2017 | FE + 6 = 08/2018 | FE + 6 = 08/2019 | FE + 6 = 08/2020 | FE + 6 = 08/2021 |
2020 Request to Dispose Calculations for AC, AV, CE, LA, US + N
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Submit your Request to Dispose of Records no earlier then the month AFTER the records become eligible for disposition.
The month of the request | Required Retention Years | 0 | + 1 | + 2 | + 3 | + 4 | + 5 | + 6 | + 7 | + 8 | + 9 | + 10 | + 11 | + 12 | + 13 | + 14 | + 15 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
After Close (AC), Administrative Value (AV), Life of Asset (LA), Until Superseded (US) | |||||||||||||||||
| January 2020 | 12/2019 | 12/2018 | 12/2017 | 12/2016 | 12/2015 | 12/2014 | 12/2013 | 12/2012 | 12/2011 | 12/2010 | 12/2009 | 12/2008 | 12/2007 | 12/2006 | 12/2005 | 12/2004 | |
| February 2020 | 01/2020 | 01/2019 | 01/2018 | 01/2017 | 01/2016 | 01/2015 | 01/2014 | 01/2013 | 01/2012 | 01/2011 | 01/2010 | 01/2009 | 01/2008 | 01/2007 | 01/2006 | 01/2005 | |
| March 2020 | 02/2020 | 02/2019 | 02/2018 | 02/2017 | 02/2016 | 02/2015 | 02/2014 | 02/2013 | 02/2012 | 02/2011 | 02/2010 | 02/2009 | 02/2008 | 02/2007 | 02/2006 | 02/2005 | |
| April 2020 | 03/2020 | 03/2019 | 03/2018 | 03/2017 | 03/2016 | 03/2015 | 03/2014 | 03/2013 | 03/2012 | 03/2011 | 03/2010 | 03/2009 | 03/2008 | 03/2007 | 03/2006 | 03/2005 | |
| May 2020 | 04/2020 | 04/2019 | 04/2018 | 04/2017 | 04/2016 | 04/2015 | 04/2014 | 04/2013 | 04/2012 | 04/2011 | 04/2010 | 04/2009 | 04/2008 | 04/2007 | 04/2006 | 04/2005 | |
| June 2020 | 05/2020 | 05/2019 | 05/2018 | 05/2017 | 05/2016 | 05/2015 | 05/2014 | 05/2013 | 05/2012 | 05/2011 | 05/2010 | 05/2009 | 05/2008 | 05/2007 | 05/2006 | 05/2005 | |
| July 2020 | 06/2020 | 06/2019 | 06/2018 | 06/2017 | 06/2016 | 06/2015 | 06/2014 | 06/2013 | 06/2012 | 06/2011 | 06/2010 | 06/2009 | 06/2008 | 06/2007 | 06/2006 | 06/2005 | |
| August 2020 | 07/2020 | 07/2019 | 07/2018 | 07/2017 | 07/2016 | 07/2015 | 07/2014 | 07/2013 | 07/2012 | 07/2011 | 07/2010 | 07/2009 | 07/2008 | 07/2007 | 07/2006 | 07/2005 | |
| September 2020 | 08/2020 | 08/2019 | 08/2018 | 08/2017 | 08/2016 | 08/2015 | 08/2014 | 08/2013 | 08/2012 | 08/2011 | 08/2010 | 08/2009 | 08/2008 | 08/2007 | 08/2006 | 08/2005 | |
| October 2020 | 09/2020 | 09/2019 | 09/2018 | 09/2017 | 09/2016 | 09/2015 | 09/2014 | 09/2013 | 09/2012 | 09/2011 | 09/2010 | 09/2009 | 09/2008 | 09/2007 | 09/2006 | 09/2005 | |
| November 2020 | 10/2020 | 10/2019 | 10/2018 | 10/2017 | 10/2016 | 10/2015 | 10/2014 | 10/2013 | 10/2012 | 10/2011 | 10/2010 | 10/2009 | 10/2008 | 10/2007 | 10/2006 | 10/2005 | |
| December 2020 | 11/2020 | 11/2019 | 11/2018 | 11/2017 | 11/2016 | 11/2015 | 11/2014 | 11/2013 | 11/2012 | 11/2011 | 11/2010 | 11/2009 | 11/2008 | 11/2007 | 11/2006 | 11/2005 | |
Calendar Year-end (CE) Calculations | |||||||||||||||||
0 | + 1 | + 2 | + 3 | + 4 | + 5 | + 6 | + 7 | + 8 | + 9 | + 10 | + 11 | + 12 | + 13 | + 14 | + 15 | ||
| CE requests Jan through Dec 2020 | 12/2019 | 12/2018 | 12/2017 | 12/2016 | 12/2015 | 12/2014 | 12/2013 | 12/2012 | 12/2011 | 12/2010 | 12/2009 | 12/2008 | 12/2007 | 12/2006 | 12/2005 | 12/2003 | |
Retention by Semester or End of Class
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Academic Year | Semester | Semester End | Required Retention Years | + 1 | + 2 | + 3 | + 4 | + 5 | + 6 |
|---|---|---|---|---|---|---|---|---|---|
| 2019-2020 | Fall Semester | 12/2019 | Records created in 2019-2020 semesters are eligible for disposition In: | 12/2020 | 12/2021 | 12/2022 | 12/2023 | 12/2024 | 12/2025 |
| Spring Semester | 05/2020 | 05/2021 | 05/2022 | 05/2023 | 05/2024 | 05/2025 | 05/2026 | ||
| Summer Semester | 08/2020 | 08/2021 | 08/2022 | 08/2023 | 08/2024 | 08/2025 | 08/2026 | ||
| 2018-2019 | Fall Semester | 12/2018 | Records created in 2018-2019 semesters are eligible for disposition In: | 12/2019 | 12/2020 | 12/2021 | 12/2022 | 12/2023 | 12/2024 |
| Spring Semester | 05/2019 | 05/2020 | 05/2021 | 05/2022 | 05/2023 | 05/2024 | 05/2025 | ||
| Summer Semester | 08/2019 | 08/2020 | 08/2021 | 08/2022 | 08/2023 | 08/2024 | 08/2025 | ||
| 2017-2018 | Fall Semester | 12/2017 | Records created | 12/2018 | 12/2019 | 12/2020 | 12/2021 | 12/2022 | 12/2023 |
| Spring Semester | 05/2018 | 05/2019 | 05/2020 | 05/2021 | 05/2022 | 05/2023 | 05/2024 | ||
| Summer Semester | 08/2018 | 08/2019 | 08/2020 | 08/2021 | 08/2022 | 08/2023 | 08/2024 | ||
| 2016-2017 | Fall Semester | 12/2016 | Records created | 12/2017 | 12/2018 | 12/2019 | 12/2020 | 12/2021 | 12/2022 |
| Spring Semester | 05/2017 | 05/2018 | 05/2019 | 05/2020 | 05/2021 | 05/2022 | 05/2023 | ||
| Summer Semester | 08/2017 | 08/2018 | 08/2019 | 08/2020 | 08/2021 | 08/2022 | 08/2023 | ||
| 2015-2016 | Fall Semester | 12/2015 | Records created | 12/2016 | 12/2017 | 12/2018 | 12/2019 | 12/2020 | 12/2021 |
| Spring Semester | 05/2016 | 05/2017 | 05/2018 | 05/2019 | 05/2020 | 05/2021 | 05/2022 | ||
| Summer Semester | 08/2016 | 08/2017 | 08/2018 | 08/2019 | 08/2020 | 08/2021 | 08/2022 | ||
| 2014-2015 | Fall Semester | 12/2014 | Records created | 12/2015 | 12/2016 | 12/2017 | 12/2018 | 12/2019 | 12/2020 |
| Spring Semester | 05/2015 | 05/2016 | 05/2017 | 05/2018 | 05/2019 | 05/2020 | 05/2021 | ||
| Summer Semester | 08/2015 | 08/2016 | 08/2017 | 08/2018 | 08/2019 | 08/2020 | 08/2021 | ||
| 2013-2014 | Fall Semester | 12/2013 | Records created | 12/2014 | 12/2015 | 12/2016 | 12/2017 | 12/2018 | 12/2019 |
| Spring Semester | 05/2014 | 05/2015 | 05/2016 | 05/2017 | 05/2018 | 05/2019 | 05/2020 | ||
| Summer Semester | 08/2014 | 08/2015 | 08/2016 | 08/2017 | 08/2018 | 08/2019 | 08/2020 | ||
| 2012-2013 | Fall Semester | 12/2012 | Records created | 12/2013 | 12/2014 | 12/2015 | 12/2016 | 12/2017 | 12/2018 |
| Spring Semester | 05/2013 | 05/2014 | 05/2015 | 05/2016 | 05/2017 | 05/2018 | 05/2019 | ||
| Summer Semester | 08/2013 | 08/2014 | 08/2015 | 08/2016 | 08/2017 | 08/2018 | 08/2019 | ||
| 2011-2012 | Fall Semester | 12/2011 | Records created | 12/2012 | 12/2013 | 12/2014 | 12/2015 | 12/2016 | 12/2017 |
| Spring Semester | 05/2012 | 05/2013 | 05/2014 | 05/2015 | 05/2016 | 05/2017 | 05/2018 | ||
| Summer Semester | 08/2012 | 08/2013 | 08/2014 | 08/2015 | 08/2016 | 08/2017 | 08/2018 | ||
...