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Comment: Updated for 2019

Use the following tables to help calculate how long records must be retained before you can submit a request to dispose.

Table of Contents

Fiscal Year-end Calculations - Use for FE

During FY18
(Sept 2017 -  Aug 2018)

Requests During FY19
(Sept 2018 -  Aug 2019)

Requests During FY20

(Sept 2019-  Aug 2020)

Requests During FY21

(Sept 2020 -  Aug 2021)
FE + 1 = Aug 2016
FE + 1 = Aug 2017FE + 1 = Aug 2018FE + 1 = Aug 2019
FE + 2 = Aug
2015FE + 2 = Aug
2016FE + 2 = Aug 2017FE + 2 = Aug 2018
FE + 3 = Aug 2014
FE + 3 = Aug 2015FE + 3 = Aug 2016FE + 3 = Aug 2017
FE + 4 = Aug
2013FE + 4 = Aug
2014FE + 4 = Aug 2015FE + 4 = Aug 2016
FE + 5 = Aug
2012FE + 5 = Aug
2013FE + 5 = Aug 2014FE + 5 = Aug 2015
FE + 6 = Aug 2011
FE + 6 = Aug 2012FE + 6 = Aug 2013FE + 6 = Aug 2014

Retention End Calculations

...

2019 Requests to Dispose Calculations 

For requests in 20182019, find the earliest year from which records can be disposed based on the year the record became was created or became inactive

...

0

...

and the number of years records are required to be retained. 

Years for Retention Period

0

- 1- 2- 3- 4- 5- 6- 7- 8- 9- 10- 11- 12- 13- 14- 15

2019201820172016201520142013201220112010200920082007200620052004

Retention Year Calculations

Find the year the record was created or became inactive in the Trigger Year first column, and then find the corresponding retention years to determine how long to retain the record.

Trigger Year

Required Retention Years

0

+ 1+ 2+ 3+ 4+ 5+ 6+ 7+ 8+ 9+ 10+ 11+ 12+ 13+ 14+ 15
Record last active year:
20192019202020212022202320242025202620272028202920302031203220332034
20182018201920202021202220232024202520262027202820292030203120322033
20172017201820192020202120222023202420252026202720282029203020312032
20162016201720182019202020212022202320242025202620272028202920302031
20152015201620172018201920202021202220232024202520262027202820292030
20142014201520162017201820192020202120222023202420252026202720282029
20132013201420152016201720182019202020212022202320242025202620272028
20122012201320142015201620172018201920202021202220232024202520262027
20112011201220132014201520162017201820192020202120222023202420252026
20102010201120122013201420152016201720182019202020212022202320242025
20092009201020112012201320142015201620172018201920202021202220232024
20082008200920102011201220132014201520162017201820192020202120222023
20072007200820092010201120122013201420152016201720182019202020212022
20062006200720082009201020112012201320142015201620172018201920202021
20052005200620072008200920102011201220132014201520162017201820192020
20042004200520062007200820092010201120122013201420152016201720182019

Request to Dispose Month Reminder

Requests to Dispose are requested and approved by the month.

Request MonthDispose-through
Month
JanDec
FebJan
MarFeb
AprMar
MayApril

June

May
JulyJune
AugJuly
SeptAugust
OctSept
NovOct
DecNov