Templates
Office & Administration
Records Disposal Checklist

Records Disposal Checklist

Run this checklist every month to dispose a batch of records
1
Introduction:
2
Preparation:
3
Review your organization's records retention schedule
4
Record basic disposition details
5
Confirm method of paper disposal
6
Confirm method of digital disposal
7
Schedule disposal date
8
Fill out a record disposition log
9
Send a manager an email regarding the disposal request
10
Approval: Record disposal request
11
Ensure compliance with state law
12
Disposition:
13
Schedule transportation service
14
Confirm storage location
15
Confirm destruction site
16
Oversee the records destruction
17
Confirm the records have reached the storage facility
18
Receive a certificate of destruction
19
Internally verify completion of the disposal
20
Document the move
21
Document the disposal
22
Sources:
23
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