Records Management Forms

The forms below are some of the most commonly used by offices to manage, schedule, and/or retrieve their records. All forms are in docx format and are computer-fillable, though some may need to be printed for a signature. Please follow the instructions listed within each form.

Records Transfer Form

Please complete this form before transferring records to the University Archives. The form will notify the university archivist to contact you to schedule a pickup/drop-off, and will also send you an email with the provided information which will serve as your receipt of transfer.

Records Disposition Form

In accordance with the Trinity University General Records Schedule, this form serves as confirmation that the records are scheduled to be destroyed according to an approved records retention schedule and are eligible for confidential destruction. Please complete and submit this form to prior to any disposition activity.

Transferring Digital Materials to the University Archives

File Manifest Template