Document Retention Policy Template Sample

3
(e) Legal Documents
(i) Other Contracts (ten years after expiration)
(ii) License applications (one year after expiration)
(iii) Licenses (one year after expiration )
(iv) Trademarks, patents & copyrights (permanently)
(v) Warranties & guarantees (two years beyond terms of the warranty)
(vi) Legal correspondence: (permanently)
(f) MLS Documents
(i) Rules and regulations (permanently)
(ii) MLS policies (permanently)
(iii) Sold property information (permanently)
(iv) Lockbox key agreements (one year after agreement terminates)
(v) MLS service mark license agreements (permanently)
(vi) Subscription agreements (ten years after expiration)
(vii) Participation agreements (ten years after expiration)
(viii) Web site click-through confirmations (ten years)
(f) Property Records
(i) Deeds of title (permanently)
(ii) Depreciation schedules (permanently)
(iii) Property damage (ten years)
(iv) Property tax (permanently)
(v) Appraisals (permanently)
(vi) Blueprints/plans (permanently)
If you have any questions regarding whether to retain a certain document, contact the above-named
person for guidance. Failure to comply with this Document Retention Policy may result in punitive
action against the employee, including suspension or termination.
READ, UNDERSTOOD, AND AGREED:
____________________________________
By: _________________________________
Date: _______________________________
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Document Retention Policy Template Sample PDF

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