The Finance Records List Template is a complete list of Finance records that should be maintained by Financial Management. FA1040-2 FINANCE RECORDS LIST, whether in hard copy or electronic form, should contain the following information on each record, at a minimum:
Finance records should be retained for no less than the period of time required by applicable statutes, regulations, and/or contractual requirements. Unless otherwise indicated, those records should be disposed after their minimum retention time is attained.
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