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02 - HUMAN RESOURCES /  WORKING CONDITIONS AND BENEFITS

02.27

Pension plans – Employees 
Employee pension plan records relating to: enrolment, participation records for unpaid leave or following retirement, pension estimates, status of contributions and interest, correspondence  transfers, contributions, entitlement statements following legal separation, divorce or annulment of marriage (division of family patrimony), dependent minor children certificates, requests for corrections, declarations of common-law spouse, buy-back requests, employment termination notices, applications for pension benefits, severance pay, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

X2

D

secondary [ a ]

other units concerned

1 year

 

D

N o t e s :                                                                                (  D = Destruction   R = Retention )

1 Retention 1 year following transfer of pension funds to another institution or after full settlement to beneficiary and his/her successors. Contribution statements destroyed on receipt of a new version.
2 In the case of departure or transfer, retain until the 100th anniversary of employee’s birth. Retain statements of contributions and interest until replacement by a new version.

[   ] = medium --->a = paper   b = microfilm   c = electronic    d = audio-visual   e = other

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Updated: 14/3/02

01- Administration | 02- Human Resources | 03- Financial Resources |
04- Real and Movable Property
| 05- Students Affairs | 06- Community Services |
07- Teaching | 08- Research and Development | 09- Information and Communications

Records Retention Schedules for
Quebec Academic Institutions