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Student Fees

Retention Rule Number: 
Specific Retention Rule 2000.20
Function/Activity: 
To document the payment of student fees to the University and the tracking of student fee payments. Includes the application and authorization of emergency loans.
Description/Type of Records: 
Emergency loan applications and authorizations, financial transaction summary reports, procedure and regulation information sheets, program statistical records, promissory notes, reconciliation records, student fee invoices and payment receipts, student loan agreements, tuition fee waivers, withhold notices and correspondence.

Retention Rules

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

Fee Office (Financial Services) and Cashier's Office (Financial Services)

Office of Primary Responsibility (OPR): 

Promissory Notes, Emergency Loan Applications and Withhold Notices:

Retention: 

Until account is paid

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

Summary Reports:

Retention: 

7 years

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

Reconciliation Records:

Retention: 

3 years

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

Program Statistical Records:

Retention: 

4 years

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

Procedure/Regulation Information Sheets:

Retention: 

Until superseded

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

Remainder of Records:

Retention: 

2 years

Disposition: 

Confidential shred or delete

Other (Non-OPR's)
Retention
Disposition

Other (Non-OPR's): 

All other offices

Retention: 

Copies can be destroyed at discretion of office

Disposition : 

Confidential shred or delete