Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 24 Next »

Use the following tables to 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.

Fiscal Year-end Calculations - Use for FE

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.

Requests during

Current Fiscal Year

Future Fiscal Years

You can plan ahead for the retention required for records you are creating during each fiscal year

Requests During FY19-20

(Sept 2019 - Aug 2020)

Requests During FY20-21

(Sept 2020 - Aug 2021)

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


2020 Request to Dispose Calculations for AC, AV, CE, LA, US + N

For requests in 2020, determine the earliest month/year the records are eligible to be requested to be disposed based on the month/year the record was created or became inactive and the number of years (N) records are required to be retained. For retention by academic semesters, refer to Retention by Semester or End of Class below.

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), Administrative Value (AV), Life of Asset (LA), Until Superseded (US)

January 202012/201912/201812/201712/201612/201512/201412/201312/201212/201112/201012/200912/200812/200712/200612/200512/2004
February 2020
01/202001/201901/201801/201701/201601/201501/201401/201301/201201/201101/201001/200901/200801/200701/200601/2005
March 2020
02/202002/201902/201702/201702/201602/201502/201402/201302/201202/201102/201002/200902/200802/200702/200602/2005
April 2020
03/202003/201903/201703/201703/201603/201503/201403/201303/201203/201103/201003/200903/200803/200703/200603/2005
May 2020
04/202004/201904/201704/201704/201604/201504/201404/201304/201204/201104/201004/200904/200804/200704/200604/2005
June 2020
05/202005/201905/201705/201705/201605/201505/201405/201305/201205/201105/201005/200905/200805/200705/200605/2005
July 2020
06/202006/201906/201706/201706/201606/201506/201406/201306/201206/201106/201006/200906/200806/200706/200606/2005
August 202007/202007/201907/201707/201707/201607/201507/201407/201307/201207/201107/201007/200907/200807/200707/200607/2005
September 202008/202008/201908/201708/201708/201608/201508/201408/201308/201208/201108/201008/200908/200808/200708/200608/2005
October 202009/202009/201909/201709/201709/201609/201509/201409/201309/201209/201109/201009/200909/200809/200709/200609/2005
November 202010/202010/201910/201710/201710/201610/201510/201410/201310/201210/201110/201010/200910/200810/200710/200610/2005
December 202011/202011/201811/201711/201711/201611/201511/201411/201311/201211/201111/201011/200911/200811/200711/200611/2005


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 2020
12/201912/201812/201712/201612/201512/201412/201312/201212/201112/201012/200912/200812/200712/200612/200512/2003


Retention by Semester or End of Class

Retention requirements for academic records often are by end of class or by the last semester the student was enrolled. Use the chart below to determine 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.

Cells highlighted in green below show records that are eligible for destruction now (fall 2019) based on the academic semester and the required retention years.

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
2019-2020  Fall Semester12/2019Records created
in 2019-2020
semesters are eligible
for disposition In:
12/202012/202112/202212/202312/202412/2025
Spring Semester 05/202005/202105/202205/202305/202405/202505/2026
Summer Semester08/202008/202108/202208/202308/202408/202508/2026

2018-2019  Fall Semester12/2018Records created
in 2018-2019
semesters are eligible
for disposition In:
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 created
in 2017-2018
semesters are eligible
for disposition In:

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 created
in 2016-2017
semesters are eligible
for disposition In:

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 created
in 2015-2016
semesters are eligible
for disposition In:

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 created
in 2014-2015
semesters are eligible
for disposition In:

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 created
in 2013-2014
semesters are eligible
for disposition In:

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 created
in 2012-2013
semesters are eligible
for disposition In:

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 created
in 2011-2012
semesters are eligible
for disposition In:

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



  • No labels