Check back for information on our 2020 shred days.

In the meantime, here are some tips for how long to keep your documents.

These are just suggestions.  Consult with your legal or financial advisor to confirm your specific needs. 

Know When to Shred Retention Schedule

Consider these suggested records retention tips as you gather your document for our shred days.

Personal Records Retention Suggestions*

  • Bank statements/cancelled checks, 6 Years
  • Birth certificates Permanent
  • Canceled stock and bond certificates, 7 Years
  • Correspondence – legal and important matters, Permanent
  • Credit card statements, 6 Years
  • Custody agreements, Permanent
  • Death certificates, Permanent
  • Divorce papers, Permanent
  • Employment taxes for household employees, Permanent
  • Home and home improvements, 7 Years
  • Insurance policies (expired), 4 Years
  • IRA contributions, Permanent
  • Marriage certificates, Permanent
  • Retirement and pension records

Permanent Business Records Retention Suggestions** 

  • AR ledgers, 7 Years 
  • Bank statements/cancelled checks, 7 Years 
  • Board Minutes, Permanent 
  • Cancelled checks for taxes, Permanent 
  • Capital stock and bond records, Permanent 
  • Contracts and leases expired, 7 Years 
  • Deeds, mortgages, contracts and leases, Permanent
  • Depreciation schedules, Permanent 
  • Employment applications, 3 Years
  • Employment taxes (records and returns), Permanent
  • Financial statements – year end, Permanent
  • General Ledger, Permanent
  • General correspondence, 3 Years
  • GL final reports, Permanent
  • Insurance policies (expired), 4 Years
  • Internal audit reports, working papers, 3 Years
  • Invoices to customers, from vendors, 7 Years
  • Journal vouchers, 7 Years
  • Miscellaneous internal reports, 3 Years
  • Notes receivable, 7 Years
  • Patents, Trademarks, Permanent
  • Payroll records, Time cards, 7 Years
  • Personnel files (terminated), 7 Years
  • Petty cash vouchers, 3 Years
  • Physical inventory tags, 3 Years
  • Purchase orders, 7 Years
  • Requisitions, 1 Year
  • Sales records, 7 Years
  • Subsidiary GL ledgers, 7 Years
  • Tax returns and worksheets, Permanent

*Consult with your legal or financial advisor to confirm your specific needs. **Consult with your legal, financial, HR department and records manager to confirm your specific needs and requirements.