Document Retention Guideline

IT'S A MIRACLE! I got all the document retention Guidelines done! Now, Just click on the Category your file is in and scroll to find the folder location to see the retention guidelines.

• For example: If you are trying to figure out how long you need to keep your ATM receipts stored in file C-4, click on Category C File Retention Guidelines.

Category A- ACTIVE Files Retention Guidelines

Category B- ASSETS Files Retention Guidelines

Category C- BANK Files Retention Guidelines

Category D- BENEFITS/ INSURANCE Files Retention Guidelines

Category E- CASH FLOW Files Retention Guidelines

Category F- DEBTS Files Retention Guidelines

Category G- ESTATE PLANNING Files Retention Guidelines

Category H- FAMILY Files Retention Guidelines

Category I- HOME - REAL ESTATE Files Retention Guidelines

Category J- LEGAL Files Retention Guidelines

Category K- PERSONAL PROPERTY Files Retention Guidelines

Category L- PERSONAL RECORDS Files Retention Guidelines

Category M- TAX- CURRENT YEAR Files Retention Guidelines

Category N- TAX INFORMATION Files Retention Guidelines