Record Disposal and Retention Policy

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This tool contains two sample policies that establish standards and procedures for document disposal and storage periods. This includes recycling and shredding paper, records, documents, forms, notes and labels that may convey confidential information and ensuring that business-sensitive, client-related information is properly processed. These samples also record the minimum time required to maintain documents for all corporate functions and personnel.

These samples apply to all pertinent and reasonable business-related documents included in an established chain of custody for such materials that ensure a secure method for containing, collecting, transporting, storing and transferring waste.

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