Loans Receivable Account Reconcilation and Reports

Reports and other documents utilized in reconciling institutional and federal loan programs. Also includes information and reports provided from third party billing services.

Last updated: 24 May 2010

Active Retention

Retention: 1 fiscal year – after origination
Managed By: Accounts Receivable Office

Inactive Retention

Retention: 9 fiscal years – in accordance with federal regulations
Stored By: Accounts Receivable Office

Data Classification

Confidential
Regulatory Basis: Per federal requirements

Disposal Method

Confidential Destruction

Resources

• Accounts Receivable Office

Category

• Administrative & Financial

For questions about this record type, contact: Accounts Receivable Office