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01. Edit your retention transfer form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out the retention transfer form with DocHub
- Click ‘Get Form’ to open the retention transfer form in our editor.
- Begin by filling out the DEPARTMENT INFORMATION section. Enter your PS Department ID, Department Name, and contact details including Contact Phone and Contact Email.
- In the RECORD INFORMATION section, specify the Data and Document Type 1. Ensure you select the correct Record Category from the Records Retention Schedule.
- Provide the Agency Item No, Record Series Title, and a detailed description of items. This should include information about what the records pertain to and any relevant document names.
- Indicate the Latest Fiscal Year of Records. For each box being transferred, complete a separate form as required.
- For RECORDS RETENTION DEPARTMENT ONLY, fill in Date of Transfer, Work Order No (if applicable), File Box No, Box Location, Longest Retention Period, and Fiscal Year for Destruction.
- Finally, check if Archival Review is required and complete Document Type 2 if necessary.
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