Use the following tables to help calculate how long records must be retained before you can submit a request to dispose.
Fiscal Year-end Calculations - Use for FE
Requests During FY19 | Requests During FY20 (Sept 2019 - Aug 2020) | Requests During FY21 (Sept 2020 - Aug 2021) |
---|---|---|
FE + 1 = 08/2017 | FE + 1 = 08/2018 | FE + 1 = 08/2019 |
FE + 2 = 08/2016 | FE + 2 = 08/2017 | FE + 2 = 082018 |
FE + 3 = 08/2015 | FE + 3 = 08/2016 | FE + 3 = 08/2017 |
FE + 4 = 08/2014 | FE + 4 = 08/2015 | FE + 4 = 08/2016 |
FE + 5 = 08/2013 | FE + 5 = 08/2014 | FE + 5 = 08/2015 |
FE + 6 = 08/2012 | FE + 6 = 08/2013 | FE + 6 = 08/2014 |
2019 Request to Dispose Calculations for (AC, AV, CE, LA, PM, US) + N
For requests in 2019, determine the earliest month/year from which records may be disposed based on the year the record was created or became inactive and the number of years records are required to be retained.
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 in which records can be disposed.
The month of the request | Required Retention Years | 0 | + 1 | + 2 | + 3 | + 4 | + 5 | + 6 | + 7 | + 8 | + 9 | + 10 | + 11 | + 12 | + 13 | + 14 | + 15 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
January 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 | 12/2003 | |
February 2019 | 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 | 01/2004 | |
March 2019 | 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 | 02/2004 | |
April 2019 | 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 | 03/2004 | |
May 2019 | 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 | 04/2004 | |
June 2019 | 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 | 05/2004 | |
July 2019 | 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 | 06/2004 | |
August 2019 | 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 | 07/2004 | |
September 2019 | 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 | 08/2004 | |
October 2019 | 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 | 09/2004 | |
November 2019 | 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 | 10/2004 | |
December 2019 | 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 | 11/2004 |
Retention Year Calculations
Find the year the record was created or became inactive in the first column, and then find the corresponding retention years to determine how long to retain the record.
Record created or last active year | Required Retention Years | 0 | + 1 | + 2 | + 3 | + 4 | + 5 | + 6 | + 7 | + 8 | + 9 | + 10 | + 11 | + 12 | + 13 | + 14 | + 15 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2019 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | 2034 | |
2018 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | |
2017 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | |
2016 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | |
2015 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | |
2014 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | |
2013 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
2012 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | |
2011 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
2010 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
2009 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
2008 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
2007 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | |
2006 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | |
2005 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | |
2004 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
Request to Dispose Month Reminder
Requests to Dispose are requested and approved by the month.
Request Month | Dispose-through Month |
---|---|
Jan | Dec |
Feb | Jan |
Mar | Feb |
Apr | Mar |
May | April |
June | May |
July | June |
Aug | July |
Sept | Aug |
Oct | Sept |
Nov | Oct |
Dec | Nov |