Tower

Records Management

Calculating Eligibility Dates

Lets say that the ending date for a specific records series is 7/31/1997. When can these records be destroyed?

Retention Period Date to start counting Add # of years Date eligible for destruction
3 years 7/31/1997 + 3 = 7/31/2000
fiscal years 10/1/1997 + 3 = 10/1/2000
3 fiscal years (school district) 6/30/1998 + 3 = 7/1/2001
3 calendar years 12/31/1997 + 3 = 1/1/2001

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