Community of Christ

Retention Period Definitions

Retention Period Definitions
ActiveRetain for the period during which the record remains in active use, or until it transitions to a closed status
CurrentRetain until records or information are no longer current; that is, they have been superseded or replaced by new information content
Current + 1 Prior MeetingRetain the current version of the record plus records for the stated number of meetings
Current Year(Retain until the end of the current year, plus the period of years stated)
Death of DonorRetain until death of the donor
Duration of EmploymentRetain until employment retirement, death, or termination
End of ProjectRetain until project completion
Estate SettlementRetain until all issues associated with the estate have been fully resolved
ExpirationRetain until record transitions to a closed or expired status
Expiration of AgreementSee Expiration
Expiration of ContractSee Expiration
Final PaymentRetain until final payment of benefits
Final ResolutionRetain until settlement, closure, or final disposition of a matter
Life of AssetRetain until asset is retired from service and has been properly accounted for under relevant legal, regulatory, or policy requirements
Life of AuthorRetain for the life of the author
Life of BuildingRetain for life of the building or physical infrastructure and all applicable legal, regulatory, or policy requirements have been satisfied
Life of EstateRetain until all issues associated with the estate have been fully resolved
Life of FacilityRetain for life of the facility or physical infrastructure and all applicable legal, regulatory, or policy requirements have been satisfied
Life of InstrumentRetain until the musical instrument is removed from service
Life of LoanRetain until all issues associated with the loan have been fully resolved
Life of PlanRetain until plan is no longer active or in existence
Life of PresidentRetain until death of the President
Life of PropertyRetain until property is no longer owned
Life of RoyaltyRetain until royalty is no longer valid and all applicable legal, regulatory, or policy requirements have been satisfied
Life of SystemRetain until system is removed from service
Life of VehicleRetain until vehicle is removed from service
OrdinationRetain until ordination of priests
PermanentRetain permanently, for the life of the church
Project CompletionRetain until project completion
PublicationRetain until the publication of the resource materials/manuscripts
SettlementRetain until settlement or final resolution of relevant matter
SupersededRetain until the record is superseded or replaced by a new record or an updated version of the existing record
Termination of EmploymentRetain until employment retirement, death, or termination
Termination of ServiceRetain until volunteer retirement, death, or termination
Until DeceasedRetain until death of minister, staff member, or church leader
Various Per ScheduleAn indication that the retention requirements for the item appear throughout the retention schedule
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