record retention guidelines

Business Records Contracts & Agreements Articles of Incorporation Bylaws Meeting Minutes Legal Communications Stock & Bond Records   Permanent Permanent Permanent Permanent Permanent Permanent Financial Records Audit Reports Bank Documents & Statements Petty Cash Vouchers General Ledger Invoices Cancelled Checks Budgets Depreciation Documents Bills of Lading Inventory Listings Expense Reports Payroll Records AR/AP Ledgers   Permanent 7 Years 4 Years Permanent 4 Years 4 Years 2 Years 4 Years 4 Years 4 Years 4 Years 4 Years 6 Years Retirement Records IRS Records Plan & Trust Agreements Ledgers & Journals Account Statements   Permanent Permanent Permanent Permanent

Personnel Records Attendance Insurance Benefits Accidents & Injuries OSHA Training OSHA Logs Personnel Files Hazmat Medical   4 Years 3 Years 2 Years 11 Years 3 Years 6 Years 6 Years 40 Years Insurance Records Fire Inspections Disability Reports Safety Records Settled Insured Claims Accident Reports Policies   6 Years 6 Years 6 Years 6 Years 6 Years 6 Years Real Estate Records Mortgages Contracts Deeds Surveys Plats Building Plans   6 Years Permanent Permanent Permanent Permanent Permanent

*Please seek professional consultation before destroying any documents.