​​​​​​The following information is needed to accurately account for the records being transferred:

• Records retention schedule number (e.g., 99-0072/032).
• Records series title (e.g., Transportation Commission Minutes).
• Date span (earliest and latest year).
• Approximate quantity (note oversize volumes or other records that will not fit in a one cubic foot box).

1. Fill out and send online "Records Transfer Request Form."
   
2. Prepare the records by removing duplicates and non-permanent records. Work with only one record series or type (e.g., commission minutes) at a time.
   

If you have any related files listings or indexes that are useful in accessing the records, include them with the transfer.

Place the records in the box.

• Keep the records in the same order they had as active files (e.g., alphabetical, numerical).
• All file folders should face the same direction in the box and be labeled.
• Leave at least 1.5 inches of free space in each box.
• File folders from lateral filing systems may need to be refoldered. Contact ​Todd Shaffer​ for instructions.

Please DO NOT TAPE THE BOXES SHUT.

Label each box with the following information:

• Agency or division name (e.g., Audits Division).
• Record series title (e.g., Transportation Commission Minutes).
• First and last identifier in the box (i.e., the alphabetical, numerical, or other range of records within the box, for example, case file #1 to #749).
• Box number within that group of records (e.g., box 7 of 85).
  

Next: Transferring records >​​​​​​​​​​