DOCUMENT RETENTION SCHEDULE: RIGHT TO BUY ACTION AT CONTAINS REF DESCRIPTION RECORD TYPE RETENTION END OF RETENTION PERSONAL NO. PERIOD RETENTION JUSTIFICATION INFORMATION PERIOD RTB 1 Right to Buy RTB1 return letter Destroy after 5 Secure This period covers the Yes application RTB1 Form years after date disposal application process forms and MLForm of sale, through to enquiries that associated Paper documents withdrawal or may arise after the documents for Emails denial. application. house sales Valuation Instruction Valuation report and plan EPC OS Plan/Survey Print NAFN searches RTB1 return letter Destroy after 6 Secure This period covers the Yes RTB 2 Right to Buy application RTB1 Form years after date disposal application process and forms and MLForm of sale, the reference period associated Paper documents withdrawal or through to enquiries that documents for Emails denial. may arise after the flat sales Valuation Instruction application. Valuation report and plan For Right to Buy EPC applications that are OS Plan/Survey Print withdrawn keep for NAFN searches continuity / cross reference purposes for possible future Right to Buy applications.
DOCUMENT RETENTION SCHEDULE: RIGHT TO BUY REF NO. DESCRIPTION RECORD TYPE RETENTION PERIOD ACTION AT END OF RETENTION PERIOD RETENTION JUSTIFICATION CONTAINS PERSONAL INFORMATION RTB 1 Right to Buy application forms and associated documents for house sales RTB1 return letter RTB1 Form MLForm Paper documents Emails Valuation Instruction Valuation report and plan EPC OS Plan/Survey Print NAFN searches Destroy after 5 years after date of sale, withdrawal or denial. Secure disposal This period covers the application process through to enquiries that may arise after the application. Yes RTB 2 Right to Buy application forms and associated documents for flat sales RTB1 return letter RTB1 Form MLForm Paper documents Emails Valuation Instruction Valuation report and plan EPC OS Plan/Survey Print NAFN searches Destroy after 6 years after date of sale, withdrawal or denial. Secure disposal This period covers the application process and the reference period through to enquiries that may arise after the application. For Right to Buy applications that are withdrawn keep for continuity / cross reference purposes for possible future Right to Buy applications. Yes
176-retention-policy-for-section-175-service.docx