Human Resources Records Series Name Description Retention Period Destruction/Preservation Record Administrator Method Benefits Records 403 B Annuity Billings/ 5 yrs after separation Business Manager (Excluding Leaves) Payment Confirmation Certificates of Insurance 6 yrs after final action Business Manager Benefits Bills (e.g., BCBS 6 yrs after plan yr Shred Business Manager bill, AFLAC bill) Forms 6 yrs after final action Business Manager COBRA payments 6 yrs final action Shred Business Manager Flex Benefit/125/ 5 yrs separation Shred Business Manager Cafeteria Plan Application Form Flex Benefit/125/ 6 yrs after plan’s Shred Business Manager Cafeteria Plan Billings termination Insurance Applications 5 yrs after separation Shred HR Director or Business (Medical, Vision, Aflac, Manager Dental, Etc.) Insurance Monthly 6 yrs from date paid HR Director or Business Statements Manager PERS Defined Benefit 1 year after separation Contact PERS to ensure Business Manager Retirement Membership info is on file, then shred Application (SFN 2561) PERS Designation of 1 year after separation Contact PERS to ensure HR Director Beneficiary for Group info is on file, then shred Retirement Plan (SFN 25060) PERS Monthly Report of 1 year after separation Business Manager Contributions TFFR Member Action 1 year separation Contact TFFR to ensure Business Manager Form (SFN 5098) info is on file, then
Human Resources Records Series Name Description Retention Period Destruction/Preservation Method Record Administrator Benefits Records (Excluding Leaves) 403 B Annuity Billings/ Payment Confirmation 5 yrs after separation Business Manager Certificates of Insurance 6 yrs after final action Business Manager Benefits Bills (e.g., BCBS bill, AFLAC bill) 6 yrs after plan yr Shred Business Manager Forms 6 yrs after final action Business Manager COBRA payments 6 yrs final action Shred Business Manager Flex Benefit/125/ Cafeteria Plan Application Form 5 yrs separation Shred Business Manager Flex Benefit/125/ Cafeteria Plan Billings 6 yrs after plan’s termination Shred Business Manager Insurance Applications (Medical, Vision, Aflac, Dental, Etc.) 5 yrs after separation Shred HR Director or Business Manager Insurance Monthly Statements 6 yrs from date paid HR Director or Business Manager PERS Defined Benefit Retirement Membership Application (SFN 2561) 1 year after separation Contact PERS to ensure info is on file, then shred Business Manager PERS Designation of Beneficiary for Group Retirement Plan (SFN 25060) 1 year after separation Contact PERS to ensure info is on file, then shred HR Director PERS Monthly Report of Contributions 1 year after separation Business Manager TFFR Member Action Form (SFN 5098) 1 year separation Contact TFFR to ensure info is on file, then Business Manager
Records-Retention-Schedule.docx