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How to write your Record Retention Schedule Change Form
We include this 1 page template with Proposal Kit Professional and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.
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1. Get Proposal Kit Professional or the single template that includes this business contract document.
We include this Record Retention Schedule Change Form in editable Word format that can be customized using your office software.
2. Download and install after ordering.
Once you have ordered and downloaded your template or pack, you will have all the content you need to get started.
3. Customize the contract template with your information.
You can customize the contract document as much as you need. If you get a Contract Pack or Professional Bundle, you can also use the included Wizard software to automate name/address data merging.
How do you write a Record Retention Schedule Change Form document?
Retention Schedule Change Request Form
Division/Department: Insert division or department name. Name of Requestor: Insert name of person requesting change. Type of Record (Name): Insert type of record to be changed.
Change Request: (Complete information regarding the request for change). Reason for Change to Retention Schedule: (in the space below provide an explanation for the change, i.e. legal, business, or audit requirement. Approved By signator, authorized signature or signer.
Division / Department Manager
PRINTED NAME Division / Department Manager. AUTHORIZED SIGNATURE DATE Records Administrator.
PRINTED NAME Records Administrator
AUTHORIZED SIGNATURE DATE
PRINTED NAME Legal
AUTHORIZED SIGNATURE DATE Change Effective in Schedules or Policy: DATE.
4.7 stars, based on 839 reviewsRelated Documents:
Key Takeaways
- The Record Retention Schedule Change Form is available as a ready-to-edit template.
- The Contract Packs and Professional Bundle include many related agreements and documents.
- You can automate financials and data merging into contracts using a Contract Pack or Professional Bundle.
- You can also create business proposals and integrate your contracts using the Professional Bundle.
- There are no ongoing subscription fees. You get lifetime unlimited use.
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.By Ian Lauder
Published by Proposal Kit, Inc.Disclaimers
Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the Record Retention Schedule Change Form template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.
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