SFU Records Retention Schedule and Disposal Authority (RRSDA)
Pension Withdrawal Records

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

RRSDA number


Record series

Pension Withdrawal Records

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 employee withdrew + 2 years 48 years CY employee withdrew + 50 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CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments.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 created by Human Resources in the course of notifying pension fund managers of the withdrawal of University employees from the pension plan and authorizing the transfer of benefits to other financial institutions.

Records include correspondence with pension fund administrators, copies of benefit payment authorizations, calculations of pension benefits, benefit payment forms.

Records relating to an authorization are stapled together and filed by pension plan and within these groupings chronologically by date of withdrawal.


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


RRSDA is in force.

Approved by the University Archivist: 28 Jan 1999

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