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T4A Forms and Registers

Function

Finances

PIB

RRSDA Number

1997-020

Department

Student Accounts
Student Services

Description, purpose and use of records

The records consist of copies of T4A forms certifying that a student has received a bursary or scholarship from the University. The records are generated by the University for use by students in determining their income tax.

Retention periods

Records Active Retention
Semi-Active Retention   Total retention Final disposition
Cashier's Office CY + 2 years 4 years CY + 6 years Destroy
         
         
         

Active = Active Retention Period, Keep in Office; Semi-Active = Semi-Active Retention period, transfer to University Records Centre; CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments

Authorities

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

  • Income Tax Act (RSC 1985, c. I-3.3)

 

Retention rationale

In accordance with the Income Tax Act, a total retention period of CY + 6 is sufficient to meet the administrative needs of these records. Upon the expiry of their total retention period they have no additional administrative, legal or historical value.

 

Status

RRSDA is in force

Approval Date

29 Oct 1998

Last Revised Date