How to Transfer Archival Paper Records

• Benefits of Transferring Records to the Archives
• Keep Electronic Records in Electronic Format
• Overview of Archival Transfer Process for Paper Records

Step 1 - Ready to Transfer?

• Check the records are "Archival" on the records retention schedule and have met their minimum retention period.
• How to Find Which Records Are Designated as "Archival"
• Send your Archives Records Transmittal and Box Content List to the Archives Branch in your region:
  • How to Fill Out an Archives Records Transmittal and Box Content List
    • Example of Completed Form
    • Folder Example of Completed Form
    • Series Example of Completed Form

Step 2 - Appraisal (If Required)

• How to Transfer for Appraisal and Selective Retention
• Contact the Archives Branch in your region to appraise the records if the records retention schedule states appraisal is required.

Step 3 - Prepare Records

• How to Box Records...

Step 4 - Transfer Records

• Contact the Archives Branch in your region to arrange for the Archives to collect the records.

Step 5 - Accessioning

• The Archives will accession the records into our collection and update our catalog records.
• Agencies will receive copies of the accessioning documentation to help with identifying the records in the future.

Step 6 - Ongoing Access

• Contact the Archives Branch in your region to schedule an appointment to view the transferred records when needed.