
Andrews
University
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AUARC Use only
RG |
RECORDS
RETENTION SCHEDULE
(RRS) |
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STUDENT
RECORDS
Schedule
3: Student
Financial Services
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This records retention schedule will
apply to the Andrews University campus and all of its affiliated
institutions. Records disposition
may not take place if there is an open records request, or if there
is pending litigation or audit involving these records.
TRAINING AND ASSISTANCE:
The staff of the Andrews University Archives and Records Center
will provide training and assistance with the implementation of
this student records schedule.
CONFIDENTIALITY: All record series
which are transferred to the AUARC are treated as confidential with
the exception of those designated as open by the approved Records
Retention Schedule.
Approvals: This document has been
created for the office of Financial Aid from a Records Retention
Schedule approved by the AUARC and the AUARC Committee.
Codes:
Retention in Office: 00 = years, U
= useful life in office/period of reference value
Retention in RC: PERM = Permanent,
00 = years
Final Disposition: Archives = University
Archives, AHC = Adventist Heritage Center, D = discard/shred/erase,
R = review with AURC for PERM
in RC, Archives or AHC, or D
Title
of Record Series
|
Retention
in
Office
|
Retention
in RC
|
Final
Disposition
|
Comments
|
Financial
Aid Records
These include also documents
about loans and grants.
|
5 |
--- |
D |
After
graduation or date of last attendance |
Student
Accounts Records,
active
Included are tuition and
fee charges.
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3 |
--- |
D |
After
graduation or date of last attendance
Note: Records
of Student Accounts which have not been payed off at that
time are transferred to the Collection Office.
|
Student
Accounts Records,
collections
Included are tuition and
fee charges.
|
U |
--- |
D |
These
records are kept at the Collection Office.
See Note
above. |
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