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Insurance Claims

Retention Rule Number: 
Specific Retention Rule 2011.02
Function/Activity: 
To document the reporting, acceptance, adjusting, and settlement or closure of all liability insurance claims, non-property and non-liability insurance claims, and property claims where the property was either owned by or under the care, custody and control of the University at the time of loss.
Description/Type of Records: 
Liability insurance claims, non-property and non-liability insurance claims, property insurance claims, claims database, incident reports, correspondence and financial information.

Retention Rules

Office of Primary Responsibility (OPR)
Retention
Disposition
Office of Primary Responsibility (OPR): 

Risk Management & Insurance

Office of Primary Responsibility (OPR): 

For claims where minor is not affected:

Retention: 

10 years from date of claim settlement or closure.

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

For claims where minor is affected:

Retention: 

28 years from date of claim settlement or closure.

Disposition: 

Confidential shred or delete.

Office of Primary Responsibility (OPR): 

Claims database - summary data

Retention: 

40 years

Disposition: 

Confidential shred or delete.

Office of Primary Responsibility (OPR): 

Claims database - balance of data

Retention: 

10 or 28 years depending on whether minor is affected.

Disposition: 

Confidential shred or delete.