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The Records Transmittal List identifies the records that are begin transferred from your facility to Tri State Record Storage. Please be sure that every field on the Records Transmittal List is completed. If a particular field does not apply please put a line through the field.
| A. |
Account - Your organizations account number. Tri State Record Storage will assign the number. |
| B. |
Department - Your department number. |
| C. |
Date - Today's date. |
| D. |
Carton Number - Tri State Record Storage does not assign carton numbers. This allows each department of your company to choose a numbering system that is best for them.
Carton numbers need to be at least 4 digits long. Any descriptive add-ons should be placed before the number. Some common examples are:
AP0001,AP0002,AP0003 for Accounts Payable
TX0001,TX0002,TX0003 for tax records
EP0001,EP0002,EP0003 for employee records |
| E. |
Contents Description - This field allows you to identify the contents of the carton. Some examples are:
Tax Returns 1994-1998
Employee Records (A through H)
Accounts Payable Invoices (96110-96408) |
| F. |
Disposal Date - This is the date in which Tri State Record Storage will notify you that this carton of records are eligible for descruction. If there is no disposal date for a particular carton, then draw a line through this field. |
We wil make the transfer from another records facility to Tri State Record Storage simple and worry-free. Once we have been notified, we will work closely with the other record center to ensure a smoot transfer. We will act as your representative. We will keep you informed of our progress and make your records available to you throughout the transfer.
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