Official Records Retention Schedules
Please Note: The UI Official Records Retention schedules are currently under revision. Updates will be posted periodically.
These retention schedules are designed to assist University departments in preserving Official Records appropriately while providing economy and efficiency in the creation, organization, maintenance, use, and disposition of records.
Search Criteria
Administrative Unit: represents either the administrative unit responsible for establishing the Official Record retention criteria OR the Administrative Unit responsible for maintaining the Official Records identified.
Confidential: indicates Official Records that contain information of various sorts that the University receives and holds confidential unless otherwise ordered by a court, by the lawful custodian of the records or by another person duly authorized to release such information. Examples include: student records, medical records, personnel records, etc.
Vital: indicates Official Records that contain information considered essential for the operations of a department (and/or the University) and includes information that may prevent a department from incurring serious liability or risk, or that would be extremely costly to replace. In the event of a disaster, this information, if destroyed, would make it difficult for a department to conduct normal business activities.
Export the full list of Official Record Retention Schedules available to date – or use the search criteria below for a more targeted search.
Vendor Applications/W9s
Category: Purchasing, Accounts Payable and Travel
Description:
Vendor application form is scanned and saved in a shared folder. Typically not considered confidential, however, some information may be confidential
Official Files Maintained by:
UI Purchasing, Accounts Payable and Travel
UI Retention Guidelines: 5 Years
Confidential: Yes
Vital: Yes
W-2
Category: Tax Records
Description:
Wage and Tax Statement filed annually with IRS and employee.
Official Files Maintained by:
University Human Resources - Payroll
UI Retention Guidelines: Permanent
Confidential: Yes
Vital: Yes
Waivers - signed copies
Category: Risk Management, Insurance and Loss Prevention
Description:
Release of Liability signed by third parties for personal injury or property damage resulting from their participation in activities/events occurring on and off University property.
Official Files Maintained by:
Local Department responsible for creating or overseeing the record
UI Retention Guidelines: 5 Years
Confidential: Yes
Vital: Yes
Waivers of UI Interest On Disclosures of New Inventions
Category: Inventions, Patents and Research Agreements
Description:
These are letters signed by UIRF waiving rights back to the inventor(s) if it is determined the UIRF has no interest in the disclosed invention.
Official Files Maintained by:
UI Research Foundation
UI Retention Guidelines: Patent Term + 5 Years
Confidential: Yes
Vital: Yes
Wholly-owned subsidiaries (Musser-Davis) Financial Report
Category: Accounting and Financial
Description:
Audited financial report, company documents for leasing, sales, operating expenses, payroll, taxes, correspondence.
Official Files Maintained by:
UI Accounting & Financial Reporting
UI Retention Guidelines: Permanent
Confidential: Yes
Vital: Yes
X-ray Unit Compliance Surveys
Category: Environmental Health & Safety
Description:
EHS compliance surveys of UI X-ray units
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: Yes
X-ray Unit Inventory/Registration
Category: Environmental Health & Safety
Description:
EHS Inventory and registration of UI X-ray Units
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: Yes