Personal Retention Schedule

This handy tool will help you maintain your retention guidelines for all those bits of information you may be holding onto that you can get rid of! If you are interested in receiving one or have more questions, feel free to visit the website or contact us via email, and we will provide one today!

Personal Retention Schedule table, by Pacotech. 1. Accounting/Accounts Payable. Examples: Medical Bills, Credit Card Receipts, Utility Bills. Retention guidelines: 1 year, unless needed for tax purposes. 2. Accounting/Asset Management. Examples: List of Assets, Art and Antique Records, Safety Deposit Box Inventory, Auto Records (maintenance, repairs, registration) . Retention Guidelines: As long as you'd like to own them. 3. Accounting/Payroll. Examples: Pay Stubs. Retention Guidelines:1 year, to compare to W2 and annual social security statement. 4. Administrative/Medical Records. Examples: Medical Records (details of diagnosis. surgeries, procedures). Retention Guidelines: Permanent. 5. Administrative/Professional Documents. Examples: Resume, Certifications, Memberships . Retention Guidelines: Active. 6. Administrative/Proof of Employment. Examples: Military Papers/Records of Government Employment, List of Previous Employers. Retention Guidelines: Permanent. 7. Administrative/Retirement. Examples: Pension & Retirement Plan Records (including IRAs), Social Security Statements. Retention Guidelines: Permanent. 8. Finance/Banking. Examples: Bank Statements, ATM Printouts, Cancelled Checks. Retention Guidelines: 1 year, unless needed for tax purposes. 9. Finance/Investments. Examples: Investment statement, Annual & Quarterly, Stock Records. Retention Guidelines: 3 years, after you sell investment; 1 year, until compared to annual statement.

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