304 10 130

Activity
III.04. ADMINISTRATION OF STUDENT AFFAIRS/Student Health Services
Series Name
Student Health Benefit Plan
Series ID
304-10-130
Custodians
Any creating unit
Description

Document students’ insurance coverage activity under institution insurance policies in compliance with ERISA law. 

These records found in all media (paper, digital, or other) may include but are not limited to: 

  • purchase student health plan enrollment forms,
  • insurance waiver request forms,
  • tax identification registration consent form;
  • individual student correspondence, including e-mail relating to their coverage;
  • related documentation.
Retention and Disposal Instructions

6 years after expiration of policy, purge.

Exception: In the event of a subpoena, audit, legal hold, public records or similar state or federal information request, halt until further instructed any scheduled disposal activities, including purging or transferring material to University Archives.

Citations
Employee Retirement Income Security Act of 1974 Section 107