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UWSP Archives Records Transfer and Inventory Form

Basic Procedures for Preparing and Transferring Records

For sample answers, please refer to the Sample Records Transfer & Inventory Form

1. Name of Transferring Office:

2. Types of Records and Dates:

3. RDA(s)

4. Number of Boxes:

5. A. - Do any of the Records contain Confidential Information, such as:

Social Security Numbers:

Yes     No

Information relating to Personnel Matters, ie. performance evaluations, salary negotiations grievance, litigation files:

Yes     No

Medical Histories or Personal Financial Information:

Yes     No

Information regarding the Academic Performance of Individual Students:

Yes     No


5. B. - If you answered yes to any of the above questions, which Boxes contain Confidential Records:

5. C. - If known, cite any Statutes, Codes, or Policies that apply to the Records:

6. Arrangement of the Records:

7. Department Administrative History:

Department Name Changes/Re-organizations and Dates:

Department Heads and Dates:


8. Person Preparing Records for Transfer:





9. Date Records Inventory Completed:


10. Please create an inventory list for each box, cataloging each folder. Refer to the Sample Inventory list as an example.

Send to:
UWSP Archives

Room 506
University Library




2004 University of Wisconsin-Stevens Point University Library
900 Reserve Street | Stevens Point, WI 54481
7153463038 (administration) | 7153462540 (circulation) | 7153462836 (reference)

This page last modified: Monday, January 30, 2012