Instructions for Retiring Records

  1. Review the records that are to be retired noting the use of the record and category. (i.e., correspondence files, personnel records, financial documents, etc.)
  2. Review the PSC and NARA GRS records retention schedules to determine the retention requirements for the records you wish to retire. The PSC schedule can be found on this webpage.The link for the NARA GRS is as follows:www.archives.gov/records-mgmt/ardor/records-schedules.html
  3. Identify which items in the records retention schedule(s) best describe the records that you wish to retire.
  4. Separate records by category. (i.e., medical records, financial records, correspondence, etc.)
  5. Separate by year closed.
  6. Arrange the records in alphabetical, numerical, or date order.
  7. Place records into the Federal Records Center (FRC) boxes. Do not stuff the boxes; leave enough space so that the records can easily be retrieved.
    NOTE: Order FRC boxes from PSC Personal Property Facility.
    https://propshop.psc.gov/shopping/boxpaper.asp.
    The stock number for FRC boxes is 8115-00-117-8249.
  8. Prepare an index (box list) of the boxed records. Index should include identifying information for each of the records located in the box such as dates of records, subject matter, etc.
  9. Prepare the SF-135 Records Transmittal and Receipt Form. Go to www.gsa.gov, scroll down and click on Standard Forms. Scroll down and click on SF-135. Select the PDF version of SF-135.
  10. Contact the PSC RMO to inspect the boxes to ensure proper preparation of records and spacing within each box (There must be enough space between each folder to place your hand for easy retrieval). The FRC will not take half-full boxes. Therefore, if boxes have too much space, the records must be rearranged within the remaining boxes.
  11. After the PSC RMO has inspected the records, send an e-mail to the PSC RMO requesting an accession number. Attach the index and SF-135 to your email.
  12. The SF-135 and index will be reviewed and forwarded to the OS Records Officer for review and assignment of an accession number. NOTE: The accession number will be sent to the PSC RMO who will then forward the number directly to the requesting PSC office.
  13. After receipt of the accession number, write it on the SF-135 in block 6 (a), (b), and (c), the upper left corner of the index list, and upper left corner of the boxes in the space provided [468-06-0000]. Write box 1 of the total number of boxes within that accession number on the upper right corner of the box and the upper right corner of the index. Example: (box 1 of 10). Use a black marker to label the boxes.
  14. The records are now ready for transfer. Go on line to www.psc.gov. Click on AOS, and then click on Personal Property Facility. Choose Labor Services. Complete the form; be specific when asked for type of service. For example, you must state that you have 10 FRC boxes for transfer to the OS Records Holding Area. Include the room number and contact person receiving the records. The address and contact for the OS Records Officer Holding Area is: HHS/OS Room G-22 Switzer Bldg. Please contact Elaine Pankey on 202-690-5687

If you have any questions or comments or need assistance, please contact the PSC Records Management Officer Room 17A-46, 5600 Fishers Lane, Rockville, MD 20857; 301-443-5252 / 301-443-0925 (Fax).