Finance Records List Template | FA1040-2

Finance Records List Template

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:

• A unique identifier (e.g., sequentially numbered alpha/numeric ID);
• A description of the record;
• The location of the record;
• Minimum retention time; and
• Directions for record disposition.

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.

Finance Records List Template Details

Pages: 01
Words: 80
Format: Microsoft Word 2013 (.docx)
Language: English
Manual: Finance
Category: Finance Administration
Procedure: Financial Record Control Procedure FA1040
Type: List

Related Documents

• FA1040-1 SAMPLE MASTER FILE GUIDE INDEX
• FA1040-3 RECORD RETENTION GUIDELINES