Financial Statements and Reports


Do not follow the records retention schedule to destroy records that are currently part of–or you are aware that they are going to be part of–any legal action or proceeding, litigation, audit, investigation, or review. For more information, see the Subpoenas for University Records Policy.

Schedule Number

These records include annual certified and uncertified financial statements and reports.

Financial Statements and Reports info
Record HolderRetention PeriodDisposition
Official Copy Finance Division

Delineated in the Finance Division Records Policy

Delineated in the Finance Division Records Policy

Unofficial Copy Departments and Offices

See Notes

See Notes


The Finance Division is normally the official record holder of financial statements and reports. Departments and Offices that hold unofficial copies of financial statements and reports, should retain these documents until no longer needed, and then confidentially destroy them. If a department or office holds a copy of a statement or report that is not held by the Financial Division, consult with the Tufts Archival Research Center about how long to retain these records.

Official Copy of Financial Statements and Reports
The Finance Division manages a wide range of financial statements and reports. The retention and disposition of financial statements and reports managed by the Finance Division are detailed in the Finance Division Records Policy.

Digital Collections and Archives
Effective Date