Records Management Forms
Records Scheduling
Use these forms to create or manage retention schedules
Records Inventory Form (ARM-1) - used to create a new agency-specific retention schedule
Instructions for Records Inventory Form (ARM-1)
Schedule Revision Form (ARM-16) - used to request the revision of an existing agency-specific retention schedule
Instructions for Schedule Revision Form (ARM-16)
Schedule Rescission Form (ARM-17) - used to request that a specific retention schedule be rescinded from use within an agency
Instructions for Schedule Rescission Form (ARM-17)
General Schedule Opt-Out Form (ARM-18) - used to opt out of the archives-issued general schedules to establish new and continue use of existing agency-specific retention schedules
Instructions for General Schedule Opt-Out Form (ARM-18)
Permanent Records Transfer
Use these forms to transfer permanent records to the State Archives
- Permanent Paper Records:
Records Transmittal Form (ARM-14) - used to transfer permanent paper records to the State Archives via the State Records Center staff
Instructions for Records Transmittal Form (ARM-14)
- Permanent Electronic Records
Electronic Records Transmittal Form (ARM-15) - used to transfer permanent electronic records to the State Archives
Instructions for Electronic Records Transmittal Form (ARM-15)
- Permanent Local Government Records Transfer
Local Records Appraisal for Transmittal Form (ARM-19) - used to initiate the transfer of permanent local government records to the State Archives
Instructions for Local Records Appraisal for Transmittal Form (ARM-19)
Non-permanent Records
- Records Destruction
Report on Records Destroyed Form (ARM-11) - used with general and agency-specific retention schedules for records that have met their full retention period
Instructions for Report on Records Destroyed Form (ARM-11)
- State Records Center Storage
Records Transmittal Form (ARM-14) - used to transfer paper records to the State Records Center for temporary storage
Instructions for Records Transmittal Form (ARM-14)
Information Leaflet #14 - provides more information on the requirements for storing records at the State Records Center
Records Request Forms - used to request retrieval of agency records stored at SRC
Reference Request Form on-line or via mail/fax Reference request form
Digitized Records
Authorization for Disposal of Original Paper Records Stored as Digital Images (ARM-13) - used to destroy original paper records now digitized and to designate the electronic copy as the official version of the record
Instructions for Authorization for Disposal of Original Paper Records Stored as Digital Images Form (ARM-13)
Information Leaflet #13 - provides more information on the requirements for digitizing and storing of electronic records
Microfilm
ARM-8A Microfilm Transmittal and Receipt (ARM-8A) - used to transfer security microfilm to the Archives' vault
ARM-12 Microfilm Quality Certification for Records Disposition (ARM-12) - used to dispose of original paper records now microfilmed
Microfilm Certificates and Targets - meet the Department of Archives and History's standards for microfilming