Records of financial aid and advice offered to individual students.
This records class is a Personal Information Bank.
Related Records | Responsible Unit | Information Steward | Information Confidentiality Classification | Retention | Disposition | Authority | Retention Rationale | Version Information
Content & Scope
The records include documents related to emergency financial aid, work-study and work-placement programs, and supporting documentation for loan programs, other than OSAP, where the monies are disbursed by the University.
Related Records
- For supporting documentation related to OSAP, see ST20 – Ontario Student Assistance Program Case Files.
- For supporting documentation related to scholarships, bursaries, and awards, see ST28 – Scholarships, Bursaries, & Awards Case Files.
Responsible Unit
- Registrar's Office, Student Awards & Financial Aid.
- Graduate Studies and Postdoctoral Affairs.
Information Steward
- Registrar, for undergraduate student case files.
- Associate Vice-President, Graduate Studies and Postdoctoral Affairs, for graduate student case files.
Information Confidentiality Classification
Highly Restricted.
Retention
7 years.
Disposition
Secure Destruction.
Note
Responsible Units should document the disposal/destruction of official records using the University records destruction form or equivalent documentation, to verify that we are following our records retention rules.
Authority
University of À¶Ý®ÊÓƵ Act, 1972.
Retention Rationale
The retention period is based on accounting and audit requirements.
Approval Date
26 July 2010