SFU Records Retention Schedule and Disposal Authority (RRSDA)
Long-Term Disability Case Files

Description | PIB | Authorities | Retentional rational | Rentention and filing guidelines | Status

RRSDA number

1997-051

Record series

Long-Term Disability Case Files

Office of Primary Responsibility (OPR)

Human Resources

Retention periods

Records Active retention (in office) Semi-active (records centre) Total retention Final disposition
Human Resources: CY employment terminated + 2 years 4 years CY employment terminated + 6 years Destruction

CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments.

Description, purpose and use of records

Records relating to the administration of claims for long-term disability benefits. The files are used to document the initial claim, on-going payment, and final settlement.

Records include application forms, correspondence with claimees, physicians and insurance companies, claim service forms, resumes and appointment forms.

Long-term disability benefits are paid to provide a partial continuation of income in the event that a continuing employee is totally disabled for an extended period of time. Claims are adjudicated by the insurance plan underwriters. While receiving long-term disability benefits, the employee’s status is unchanged (ie. remains a continuing employee). Benefits are discontinued when the employee returns to work, retires, or has his or her appointment terminated.

Note that the contents of the file on an employee who retires while on long-term disability is transferred to that employee’s Retiree Case File (RRSDA 1999-023).

Personal Information Bank (PIB)

This series is a Personal Information Bank; click here for PIB description.

Authorities

These records are created, used, retained and managed in accordance with the following authorities:

Status

RRSDA is in force.

Approved by the University Archivist: 28 Jan 1999

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