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Sample Document Retention Policy

The IRS 990 form indicates that “[a] document retention and destruction policy identifies the record retention responsibilities of staff, volunteers, board members, and outsiders for maintaining and documenting the storage and destruction of the organization’s documents and records.” This is a sample which could be customized to your organization’s needs.

TREC is committed to providing new and pertinent information, tools, and samples to meet your Human Resources (HR) needs. Please note that this resource is not intended to be all-inclusive; we make every effort to present thorough and accurate information. However, numerous federal, state and local laws and regulations may vary regarding some of the issues; we encourage all organizations to review local laws and regulations and seek legal counsel when implementing new HR policies and procedures.

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Sample Document Retention Policy

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