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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

During FY18
(Sept 2017 -  Aug 2018)

During FY19
(Sept 2018 -  Aug 2019)

During FY20

(Sept 2019-  Aug 2020)

During FY21

(Sept 2020 -  Aug 2021)
FE + 1 = Aug 2016FE + 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 2014FE + 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 2011FE + 6 = Aug 2012FE + 6 = Aug 2013FE + 6 = Aug 2014

Retention End Calculations

2018 Requests to Dispose Calculations 

For requests in 2018, find the earliest year from which records can be disposed based on the year the record became inactive

Request Year

0

+ 1+ 2+ 3+ 4+ 5+ 6+ 7+ 8+ 9+ 10
201820182017201620152014201320122011201020092008

Retention Year Calculations

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

Trigger Year

0

+ 1+ 2+ 3+ 4+ 5+ 6+ 7+ 8+ 9+ 10
201820182019202020212022202320242025202620272028
201720172018201920202021202220232024202520262027
201620162017201820192020202120222023202420252026
201520152016201720182019202020212022202320242025
201420142015201620172018201920202021202220232024
201320132014201520162017201820192020202120222023
201220122013201420152016201720182019202020212022
201120112012201320142015201620172018201920202021
201020102011201220132014201520162017201820192020
200920092010201120122013201420152016201720182019
200820082009201020112012201320142015201620172018
200720072008200920102011201220132014201520162017
200620062007200820092010201120122013201420152016
200520052006200720082009201020112012201320142015
200420042005200620072008200920102011201220132014

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
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