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57 H&Fiscal Polices Et Procedures <br /> Document Retention Guidelines <br /> TYPE OF DOCUMENT !W LONG TO RETAIN <br /> Labor contracts Indefinitely <br /> Fixed asset records Indefinitely <br /> IRS Application for Tax-Exempt Status Indefinitely <br /> IRS Determination Letter Indefinitely <br /> State Sales Tax Exemption Letter Indefinitely <br /> Loan documents, notes Life of loan <br /> Licenses Indefinitely <br /> Minutes from board and committee meetings Indefinitely <br /> Patents and related papers Indefinitely <br /> Trademark registrations and copyrights Indefinitely <br /> Personnel <br /> Accident reports and workers compensation records 7 years (after termination) <br /> Employment applications (not hired) 3 years <br /> Employment and termination agreement Indefinitely <br /> Garnishments 7 years <br /> 1-9 Forms 3 years (after termination) <br /> Payroll records and summaries 7 years <br /> Personnel files 7 years (after termination) <br /> Retirement and pension records Indefinitely <br /> Timesheets 7 years (after termination) <br /> Insurance <br /> Accident reports and claims Indefinitely <br /> Fire inspection reports 6 years <br /> Group disability reports 7 years <br /> Insurance records (expired contracts) 7 years <br /> Correspondence <br /> General 3 years <br /> Legal and important matters Indefinitely <br /> Electronic Documents <br /> Email 7 years <br /> Last updated September 2022 <br />