Record Retention Schedule
Protect your history. Minimum retention periods for consumer records.
| Record Type | Recommended Retention |
|---|---|
| Signed Agreements / Contracts | Permanent |
| Certified Mail Receipts / Proof | Permanent |
| Billing Statements (Financial) | 7 Years |
| Insurance Policy Documents | Life of Policy + 3 Years |
| Communication Logs / Interaction Notes | 7 Years |
| Credit Reports (Reference Copies) | 3 Years |
Note: These are administrative best-practice guidelines for consumers. Consult a tax professional for tax-specific advice and an attorney for litigation-specific record preservation needs.
Our Boundaries In Communication
Retention guidelines are for informational purposes only and do not constitute legal advice on evidence preservation.