Please note: The official University of Iowa records retention schedules are under revision. Updates will be posted periodically. 

These retention schedules are designed to assist university departments in preserving official records appropriately while providing economy and efficiency in the creation, organization, maintenance, use, and disposition of records.

Search Criteria

Administrative unit: represents either the administrative unit responsible for establishing the official record retention criteria OR the administrative unit responsible for maintaining the official records identified.

Confidential: indicates official records that contain information of various sorts that the university receives and holds confidential unless otherwise ordered by a court, by the lawful custodian of the records or by another person duly authorized to release such information. Examples include: student records, medical records, personnel records, etc.

Vital: indicates official records that contain information considered essential for the operations of a department (and/or the university) and includes information that may prevent a department from incurring serious liability or risk, or that would be extremely costly to replace. In the event of a disaster, this information, if destroyed, would make it difficult for a department to conduct normal business activities.

Export the full list of Official Record Retention Schedules available to date – or use the search criteria below for a more targeted search.

Displaying 141 - 160 of 338

Filters

IACUC Minutes, Semi-Annual Reports

IACUC meeting minutes, semi-annual reports, and recommendations

Record category
Office of the Institutional Animal Care and Use Committee
Official files maintained by
Office of the Institutional Animal Care and Use Committee
Confidential
Yes
Vital
Yes

IL-50I: Form IL-492-0053

Illinois Employer Withholding Tax Payment filed monthly with Illinois Dept. of Revenue & Finance by UI Payroll.
Record category
Tax Records
Official files maintained by
University Human Resources - Payroll
Confidential
Yes
Vital
Yes

ILL-94I: Form IL-492-0018

Illinois Employer's Quarterly Withholding Tax Return filed quarterly with Illinois Dept. of Revenue & Finance by UI Payroll.
Record category
Tax Records
Official files maintained by
University Human Resources - Payroll
Confidential
Yes
Vital
Yes

Ill-W-3: Form IL-492-0019

Annual Illinois Withholding Return filed annually with Illinois Department of Revenue & Finance by UI Payroll.
Record category
Tax Records
Official files maintained by
University Human Resources - Payroll
Confidential
Yes
Vital
Yes

Immigration Approval Notice or Green Card

H1B, TN, O1, E3, H1B1-Chile/Singapore, etc. approval notices, lawful permanent resident (Green Cards) documentation.
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Immigration Filings Documentation

H1B, TN, O1, E3, H1B1-Chile/Singapore, etc. filings, lawful permanent resident (Green Card) filings and supporting documentation.
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
University Human Resources - Faculty & Staff Immigration Services
Confidential
Yes
Vital
Yes

Incident Files

Records of incidents involving personal injury and property damage to third parties both on and off University property.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

Incident Files- injury to minors

Records of incidents involving personal injury to minors both on and off University property.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

Incident Investigation Reports

Reports from incident investigations, including those involving biological, chemicals, or radioactive materials, and other types of incidents, such as injury investigation follow-up, etc.
Record category
Environmental Health & Safety
Confidential
No
Vital
No

Informal Resolutions of Complaints Brought to Academic or Administrative Officers

All records of informal resolutions of complaints brought to academic or administrative officers (AAOs) alleging violations of UI Community Policies, including witness statements and any associated findings.
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Institutional Biosafety Committee Meeting Minutes

Minutes of the UI Institutional Biosafety Committee Meetings as required by the National Institutes of Health.
Record category
Environmental Health & Safety
Official files maintained by
Environmental Health and Safety
Confidential
No
Vital
Yes

Instrument Calibration Reports

Records of instruments calibrated for Principal Investigators
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Instrument Maintenance Records

Per Clinical Laboratories Improvement Amendment (CLIA) regulations 493.1254: Maintenance and Function Checks section b.1.i:  Equipment, instruments, or test systems developed in-house, commercially available and modified by the laboratory, or maintenance and function check protocols not provided by the manufacturer. The laboratory must do the following: Establish a maintenance protocol that ensures equipment, instrument, and test system performance that is necessary for accurate and reliable test results and test-result reporting.

Record category
State Hygienic Laboratory
Official files maintained by
State Hygienic Laboratory
Confidential
No
Vital
Yes

Inventor Sharing Agreements

These are agreements signed by the inventors laying out unique distributions of personal income generated by the licensing of their disclosure. UI Policy outlines an equal sharing of a specified percentage of licensing income captured by UIRF. If the inventors jointly agree to a different distribution amongst themselves, they can sign and submit an agreement to UIRF.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

Investment Statements

Activity and investment performance reports, compliance documents
Record category
Banking & Investments
Official files maintained by
Treasury Operations
Confidential
Yes
Vital
Yes

Iowa Form IA 1120 - Corporation Income Tax Return

Filed annually with Iowa Dept. of Revenue and Finance by UIHC for U of I Health System Inc. and subsidiaries.
Record category
Tax Records
Official files maintained by
UI Health Care
Confidential
Yes
Vital
Yes

Iowa Newborn Screening Dried Blood Spots (DBS)

The Iowa Department of Health and Human Services contract language stipulates that the specimen collection forms [consisting of dried blood spots (DBS) on filter paper and attached information] shall be retained for 5 years, followed by incineration. During the first year, the DBS shall be retained at -70 degrees C, then for 4 additional years at room temperature.

Record category
State Hygienic Laboratory
Official files maintained by
State Hygienic Laboratory
Confidential
Yes
Vital
Yes

Iowa Premium Tax Return

Tax Return Filed annually to Iowa Dept. of Revenue and Finance for Iowa Medical Mutual Insurance Co. (IMMIC)
Record category
Tax Records
Official files maintained by
UI Health Care
Confidential
Yes
Vital
Yes

Iowa Site File Records

Recorded archaeological sites in Iowa and associated information.

Record category
Administrative Records
Official files maintained by
Office of the State Archaeologist
Confidential
Yes
Vital
Yes

Iowa State Sales Tax Return

Sales Tax Quarterly/Semi-Monthly Payments Return filed quarterly with Iowa Dept. of Revenue & Finance by UI Accounting Services.
Record category
Tax Records
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes