The Corporate Retention Policy serves as a critical governance document that helps organizations manage their records in compliance with legal and regulatory requirements. This policy becomes necessary as companies accumulate various types of records, from financial documents to employee data, each subject to different retention requirements under U.S. law. The policy establishes clear guidelines for how long different types of records must be kept, how they should be stored, and when and how they should be disposed of. It helps organizations avoid legal complications, ensure regulatory compliance, and maintain efficient operations while protecting sensitive information.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership聽of your docs
1. Purpose and Scope: Defines the objective of the policy and its applicability across the organization
2. Definitions: Key terms used throughout the policy including record types, retention periods, and legal holds
3. General Principles: Overall approach to records retention including legal compliance and business needs
4. Roles and Responsibilities: Defines who is responsible for various aspects of records management including compliance officers, department heads, and employees
5. Retention Schedule: Specific retention periods for different types of records based on legal requirements and business needs
6. Disposal Procedures: Methods and protocols for secure disposal of records after retention period expires
1. Industry-Specific Requirements: Additional requirements for specific regulated industries such as healthcare, financial services, or government contractors
2. International Data Requirements: Requirements for international data retention and cross-border data transfer requirements
3. Electronic Records Management: Specific procedures for managing electronic records including emails, databases, and cloud storage
1. Schedule A - Retention Schedule Matrix: Detailed table listing all record types and their specific retention periods
2. Schedule B - Disposal Log Template: Standard template for recording disposed records and verification of proper disposal
3. Schedule C - Legal Hold Procedure: Detailed procedures for implementing and managing legal holds on records
4. Schedule D - Department-Specific Guidelines: Specific guidelines and retention requirements for different departments (HR, Finance, Legal, etc.)
Find the exact document you need
Corporate Retention Policy
A U.S.-compliant policy document establishing guidelines for maintaining and disposing of business records in accordance with federal and state regulations.
Download
Contract Retention Policy
A policy document outlining requirements for contract storage and retention periods under U.S. federal and state regulations.
Download
Audit Retention Policy
A U.S.-compliant policy document establishing guidelines for maintaining and disposing of audit-related records in accordance with federal and state regulations.
Download
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it