IEEE Geographic Unit Record Retention Schedule
When submitted, these items are retained in storage by IEEE.
Retention Schedule
| Item | Retention Period |
|
General Accounting Records
|
|
| General Ledger | Permanent |
| Fixed Assets Records | Permanent |
| Loans Receivable Ledger | 7 years |
| * Annual Financial Reports (L-50) | Permanent |
| * Audit Reports | Permanent |
| Cancelled Checks | 7 years |
| Bank Statements & Reconciliation | 7 years |
|
Support Vouchers for Payables (Paid Invoices)
|
7 years |
| Expense Reports | 7 years |
| Tax Records | |
| * Tax Records and Support Data (in U.S.: W-2's, W-9's, 1099's, Gift Acknowledgement Letters) | 6 years |
| Personnel Records | |
| Payroll Earning Records Employment duration plus | 6 years |
| Cancelled Paychecks | 7 years after termination |
| Pension Records | Permanent |
| General Administrative Items | |
| Contracts | 7 years |
|
Leases
|
10 years after termination |
| Postage Meter Record Book | 1 year |
| General Correspondence | 1 year |
| IEEE Related Items | |
| * Charter | Permanent |
| Historical Records, including records of Section Officers | Permanent |
| Correspondence (e-mail) can be kept electronically or as hardcopy | 1 year |
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