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Records Management Forms

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

All of the below forms are in Word 2003 *.doc format. If you need a form in an alternative format, please contact the records officer.

Record Series Description Worksheet The records officer may request completion of this form before creating new records schedules. Please complete to the best of your ability and return electronically to Records Management. No signature is required.

Records Transfer Form (Online): Fill out this online form before transferring records to the Archives. The form will notify the records manager to contact you to schedule a pickup, and will also send you an email with the provided information which will serve as your receipt of transfer. You may fill out a simple box or folder inventory in the form itself, or attach an inventory as a spreadsheet (a sample template is below).

Electronic Records Transfer Supplement If your transfer includes electronic records, please also fill out this form to be submitted with your records transfer form.

Records InventoryPlease fill this form out to the best of your ability, then EMAIL it or otherwise send it electronically to in advance of pickup. This will be used to provide a preliminary inventory for the records.

Authorization to Shred Confidential Records Please complete this form if you need University Archives staff to pick up confidential records for shredding. This form serves as confirmation that the records are scheduled to be destroyed according to an approved RRDA, and that your office is transferring custody of those records to the UWM Archives for confidential destruction. You will need to print this form out and sign it prior to records pickup.