Elections and Government Services Administrative Rules of Montana Business Services Notary and Certification Records and Information Management

Agencies of state government should refer to the General Records Retention Schedules to determine how long to keep specific public records and whether and when to dispose of them. If your agency also must meet federal retention requirements, the longer of the two timetables should apply.

If you are uncertain which schedule to refer to for a specific type of document, refer first to the General Records Retention Schedule Index.  

When filling out a disposal request (Form RM5), be sure to indicate in the appropriate columns the schedule number and item number and the record series title as listed on the general schedule. For example:

GS 7    Item 3       Records Service Request

While some records are kept on a calendar basis, most state government records are maintained by fiscal year (July 1 to June 30). So retention schedules should be determined based on the fiscal year in which a specific record was created. For example, a record created in FY 2006 that has a retention period of four years could be disposed of at the end of FY 2010, or June 30, 2010.

For those records that an agency is filing on a calendar-year basis, the retention period must be extended six months.

Records Management Forms
Word Format

Form#

Name
RM 01
Records Inventory Form
RM 1
Record Series Profile
RM 2
Transmittal of Records
RM 3
Records Retention Schedule
RM 5
RM 7
RM 75
Migration Plan

General Records Retention Schedules

Schedule

File Name

Index of General Records Retention Schedules
GS1 SBAS Records
GS2 General Financial Records
GS3 Administrative and Legal Records
GS4 Purchasing and Procurement Records
GS5 Payroll and Personnel Records
GS6 Data Processing Records
GS7 Records Management
GS8 Licensing
GS9 Non-record Material