Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Added complex semester matrix. Removed simple semester table and month of request table as no longer needed.

Use the following tables to help calculate how long records must be retained before they determine when records are eligible to requested to be disposed based on the retention codes and the years records are required to be retained. 

Submit your Request to Dispose of Records no earlier than the month following the month the records are eligible to be disposed.

...

Determine when records are eligible to be requested to be disposed based on the fiscal year the record was created and the number of years after the end of the fiscal year records are required to be retained.

Submit your Request to Dispose of Records no earlier then the month AFTER the records become eligible for disposition.

Current Fiscal YearFuture Fiscal Years

Requests During FY19
(Sept 2018 - Aug 2019)

Requests During FY20

(Sept 2019 - Aug 2020)

Requests During FY21

(Sept 2020 - Aug 2021)

Requests During FY22

(Sept 2021 - Aug 2022)

Requests During FY23

(Sept 2022 - Aug 2023)

Requests During FY24

(Sept 2023 - Aug 2024)

Requests During FY24

(Sept 2023 - Aug 2024)

Requests During FY25

(Sept 2024 - Aug 2025)
FE + 1 = 08/2017FE + 1 = 08/2018FE + 1 = 08/2019FE + 1 = 08/2020FE + 1 = 08/2021FE + 1 = 08/2022FE + 1 = 08/2023FE + 1 = 08/2024
FE + 2 = 08/2016FE + 2 = 08/2017FE + 2 = 08/2018FE + 2 = 08/2019FE + 2 = 08/2020FE + 2 = 08/2021FE + 2 = 08/2022FE + 2 = 08/2023
FE + 3 = 08/2015FE + 3 = 08/2016FE + 3 = 08/2017FE + 3 = 08/2018FE + 3 = 08/2019FE + 3 = 08/2020FE + 3 = 08/2021FE + 3 = 08/2022
FE + 4 = 08/2014FE + 4 = 08/2015FE + 4 = 08/2016FE + 4 = 08/2017FE + 4 = 08/2018FE + 4 = 08/2019FE + 4 = 08/2020FE + 4 = 08/2021
FE + 5 = 08/2013FE + 5 = 08/2014FE + 5 = 08/2015FE + 5 = 08/2016FE + 5 = 08/2017FE + 5 = 08/2018FE + 5 = 08/2019FE + 5 = 08/2020
FE + 6 = 08/2012FE + 6 = 08/2013FE + 6 = 08/2014FE + 6 = 08/2015FE + 6 = 08/2016FE + 6 = 08/2017FE + 6 = 08/2018FE + 6 = 08/2019

...

In the table below, find the month of your request in the first column and then find the corresponding retention years in the top row to determine the latest month/year from which records are eligible to be disposed. If your records require longer retention than 15 years, subtract the number of years of retention from the current year to determine the latest year from which records may be disposed, and then choose the month preceding the month of your request.

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), Administratively Valuable Administrative Value (AV), Life of Asset (LA), Until Superseded (US)

January 201912/201812/201712/201612/201512/201412/201312/201212/201112/201012/200912/200812/200712/200612/200512/200412/2003
February 2019
01/201901/201801/201701/201601/201501/201401/201301/201201/201101/201001/200901/200801/200701/200601/200501/2004
March 2019
02/201902/201802/201702/201602/201502/201402/201302/201202/201102/201002/200902/200802/200702/200602/200502/2004
April 2019
03/201903/201803/201703/201603/201503/201403/201303/201203/201103/201003/200903/200803/200703/200603/200503/2004
May 2019
04/201904/201804/201704/201604/201504/201404/201304/201204/201104/201004/200904/200804/200704/200604/200504/2004
June 2019
05/201905/201805/201705/201605/201505/201405/201305/201205/201105/201005/200905/200805/200705/200605/200505/2004
July 2019
06/201906/201806/201706/201606/201506/201406/201306/201206/201106/201006/200906/200806/200706/200606/200506/2004
August 201907/201907/201807/201707/201607/201507/201407/201307/201207/201107/201007/200907/200807/200707/200607/200507/2004
September 201908/201908/201808/201708/201608/201508/201408/201308/201208/201108/201008/200908/200808/200708/200608/200508/2004
October 201909/201909/201809/201709/201609/201509/201409/201309/201209/201109/201009/200909/200809/200709/200609/200509/2004
November 201910/201910/201810/201710/201610/201510/201410/201310/201210/201110/201010/200910/200810/200710/200610/200510/2004
December 201911/201911/201811/201711/201611/201511/201411/201311/201211/201111/201011/200911/200811/200711/200611/200511/2004


Calendar Year-end (CE) Calculations
The calendar year end is always December


0

+ 1+ 2+ 3+ 4+ 5+ 6+ 7+ 8+ 9+ 10+ 11+ 12+ 13+ 14+ 15
CE requests ,
Jan -through Dec 2019
12/201812/201712/201612/201512/201412/201312/201212/201112/201012/200912/200812/200712/200612/200512/200412/2003


Retention by Semester or End of

...

Class

Retention requirements for academic records often are by end of class or courseworkby the last semester the student was enrolled. Use the chart below to determine the months to use for the start and end of the semesters or sessions.

...

Request to Dispose Month Reminder

Requests to Dispose are requested and approved by the month.

...

June

...

when records are eligible to be requested to be disposed based on the semester the record was created plus the number of years records are required to be retained. 

Submit your Request to Dispose of Records no earlier then the month AFTER the records become eligible for disposition.


Academic Year

Semester

Semester End
Required
Retention Years
+ 1+ 2+ 3+ 4+ 5+ 6
2018-2019  Fall Semester12/2018
Records Eligible
for Disposition: 
12/201912/202012/202112/202212/202312/2024
Spring Semester 05/201905/202005/202105/202205/202305/202405/2025
Summer Semester08/201908/202008/202108/202208/202308/202408/2025

2017-2018Fall Semester12/2017
Records Eligible
for Disposition: 
12/201812/201912/202012/202112/202212/2023
Spring Semester05/201805/201905/202005/202105/202205/202305/2024
Summer Semester08/201808/201908/202008/202108/202208/202308/2024

2016-2017Fall Semester12/2016
Records Eligible
for Disposition: 
12/201712/201812/201912/202012/202112/2022
Spring Semester05/201705/201805/201905/202005/202105/202205/2023
Summer Semester08/201708/201808/201908/202008/202108/202208/2023

2015-2016Fall Semester12/2015
Records Eligible
for Disposition: 
12/201612/201712/201812/201912/202012/2021
Spring Semester05/201605/201705/201805/201905/202005/202105/2022
Summer Semester08/201608/201708/201808/201908/202008/202108/2022

2014-2015Fall Semester12/2014
Records Eligible
for Disposition: 
12/201512/201612/201712/201812/201912/2020
Spring Semester05/201505/201605/201705/201805/201905/202005/2021
Summer Semester08/201508/201608/201708/201808/201908/202008/2021

2013-2014Fall Semester12/2013
Records Eligible
for Disposition: 
12/201412/201512/201612/201712/201812/2019
Spring Semester05/201405/201505/201605/201705/201805/201905/2020
Summer Semester08/201408/201508/201608/201708/201808/201908/2020

2012-2013Fall Semester12/2012
Records Eligible
for Disposition: 
12/201312/201412/201512/201612/201712/2018
Spring Semester05/201305/201405/201505/201605/201705/201805/2019
Summer Semester08/201308/201408/201508/201608/201708/201808/2019

2011-2012Fall Semester12/2011
Records Eligible
for Disposition: 
12/201212/201312/201412/201512/201612/2017
Spring Semester05/201205/201305/201405/201505/201605/201705/2018
Summer Semester08/201208/201308/201408/201508/201608/201708/2018