Records Management

The purpose of the records management manual is to provide Archdiocese of Chicago parishes guidance and information to properly maintain and handle short- and long-term records. It includes information on records management as an aspect of everyday utility, how to handle electronic records, record keeping and filing practices and information on record retention and disposition. The generic parish record retention schedule and commonly used forms can be found in the back of the manual.

Records Management Forms and Documents

  • Records Management Manual (PDF)
  • Archdiocesan Sacramental Records Policy (PDF)
  • Agency Records Packing Instructions (PDF)
  • Agency Sample Transfer Form (PDF)
  • Generic AOC Office Retention Schedules (PDF)
  • Instructions for Destroying Records (PDF)
  • Application for Authority to Dispose Records (PDF)
  • Sacramental Recordkeeping Tri-Fold (PDF)
  • Agency Box Request Form (Form)