SFU Records Retention Schedule and Disposal Authority (RRSDA)
Retirees Case Files

RRSDA number

1999-023

Record series

Retirees Case Files

Office of Primary Responsibility (OPR)

Human Resources

Retention periods

Records	Active retention (in office)	Semi-active (records centre)	Total retention	Final disposition
Human Resources:	CY retiree or spouse dies + 1 year	5 years	CY retiree or spouse dies + 6 year	Destruction

CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments.

Description, purpose and use of records

Files created by Human Resources to document the pension and benefits entitlements and decisions of retired University members and their spouses.

Records include correspondence and memoranda, benefit plan election forms, change in pension and benefit entitlement notices. Files are arranged by pension plan and within these groupings alphabetically by surname of the individual.

Personal Information Bank (PIB)

This series is a Personal Information Bank; click here for PIB description.

Authorities

These records are created, used, retained and managed in accordance with the following authorities:

• University Act (RSBC 1996, c. 468)
• Freedom of Information and Protection of Privacy Act (RSBC 1996, c. 165)
• Canada Pension Plan Act (RSC 1985, c. C-5)
• Pension Benefits Standards Act (RSBC 1996, c. 352)
• SFU Policy AD 9-7, Group Benefit Plans
• SFU Pension Plans

Retention and filing guidelines

In the event that the retiree dies and pension and / or benefits are maintained by the spouse, records relating to the spouse are added to the same file. The file will then close when the spouse dies and be retained for an additional 6 years.

Status

RRSDA is in force.

Approved by the University Archivist: 18 Feb 1999

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