DATA RETENTION POLICY PLAN

DATA RETENTION POLICY PLAN COMPANY NAME Street Address City, State and Zip webaddress.com Version 0.0.0 00/00/0000 TEMPLATE

VERSION HISTORY
VERSION	APPROVED BY	REVISION DATE	DESCRIPTION OF CHANGE	AUTHOR

PREPARED BY	TITLE	DATE
APPROVED BY	TITLE	DATE

TABLE OF CONTENTS

PURPOSE OF THE PLAN	3

WHO IS AFFECTED BY THIS PLAN	3

KEY TERMS	3

APPLICABLE LEGAL AND BUSINESS REQUIREMENTS	4

PROCEDURES FOR ENSURING DATA IS PROPERLY RETAINED	4

PROCEDURES FOR ENSURING DATA IS PROPERLY DESTROYED	4

PROCEDURES FOR ENSURING DATA IS PROPERLY ARCHIVED	4

EXCEPTION PROCESS	5

HOW TO RESPOND TO DISCOVERY, LEGAL, OR AUDIT REQUESTS	5

RESPONSIBILITIES OF THOSE INVOLVED IN DATA RETENTION ACTIVITIES	5

DUTIES OF THE DATA RETENTION TEAM	5

WHAT ARE CONSIDERED TEMPORARY RECORDS	6

WHAT DOCUMENTS CAN BE IMMEDIATELY DELETED	6

PURPOSE OF THE PLAN

WHO IS AFFECTED BY THIS PLAN

key terms

Legal and Technical Terminology

TERM	DEFINITION

APPLICABLE LEGAL AND BUSINESS REQUIREMENTS

PROCEDURES FOR ENSURING DATA IS PROPERLY RETAINED

PROCEDURES FOR ENSURING DATA IS PROPERLY DESTROYED

PROCEDURES FOR ENSURING DATA IS PROPERLY ARCHIVED

EXCEPTION PROCESS

HOW TO RESPOND TO DISCOVERY, LEGAL, OR AUDIT REQUESTS

RESPONSIBILITIES OF THOSE INVOLVED IN DATA RETENTION ACTIVITIES

DUTIES OF THE DATA RETENTION TEAM

If applicable

what are considered temporary records

what documents can be immediately deleted

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