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The University of Iowa

Financial Management and Budget

Departments

  • Business Services
  • Controller
  • Facilities Management
  • Financial Mgmt & Budget
  • Public Safety
  • Treasury Operations

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  1. Finance & Operations
  2. » Financial Mgmt & Budget
  3. » Records Management
  4. » Official Records Retention Schedules

Treasury Operations

  • Banking, Custodial and Investment Manager Agreements
  • Bond Files
  • Endowment and Gift Files
  • Investment Statements
  • Past Due Account Letters
  • Payroll withhold authorization cards/records
  • Promissory Notes & Institutional Loan Documents
  • Student Housing and Meal Plan Billing Records
  • Student Loan Repayment Records
  • Tax Form 1098-E
  • Tax Form 1098-T
  • Tax Form 1099-INT and 1099-B (pre year 2010)
  • U-Bill Billing and Payment Records
  • U-Bill Payment Authorizations

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Financial Management and Budget

Jessup Hall
5 W Jefferson St, Iowa City, IA 52242