What records to keep on hand at ward level

3 postsstarted by jakearmatage 2020-02-03 22:40 UTC783 viewsoriginal topic

New Member

#1
2020-02-03 22:40 UTC

I'm having a hard time finding what records are required to be kept in physical copy form at each ward building i.e. membership records, membership record transaction reports, new presidency reports, etc. Also, how long are we supposed to keep each of these different records on hand? They really start to pile up and it seems that some become irrelevant/obsolete. Is there a comprehensive list somewhere that outlines this?

russellhltn

Community Administrator

#2
2020-02-03 23:19 UTC

For financial things in the US, I think it's 3 years plus current. So you can discard anything prior to 2017. In some countries it's 5 plus current.

Most of the other is more for historical reference, but even that is limited.

Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.

drepouille

Senior Member

#3
2020-02-03 23:26 UTC

See Retention of Records in the Help Center.
https://www.churchofjesuschrist.org/hel ... of-records

Dana Repouille, Plattsmouth, Nebraska