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Secretary of State Linda McCulloch
Administrative Rules Business Services Elections & Government Notary Records & Information Management
Records and Information Management
P.O. Box 202801
Helena, MT 59620-2801
1320 Bozeman Street
Helena, MT 59601
(406) 444-9000
Fax (406) 444-9002
Records and Information Management Deputy
Patti Borsberry

Local Record Forms and Retention Schedules

Local Government Disposal Management Forms

The Local Government Records Committee, with help from local records custodians, created the following records retention schedules. If you have questions or comments about the schedules-or if you cannot find a specific type of record addressed in the schedules - please contact the:

Local Government Records Committee
Local Government Services Bureau
P.O. Box 200547
Helena MT 59620-0547

For local governments that undergo annual audits, retention schedules begin the month that the final fiscal year audit report is received by the entity.

Retention periods assigned to records are minimums. You are not required to destroy or otherwise dispose of records at the end of the minimum time frame outlined in the appropriate retention schedule. 

Microfilm or microfiche may be considered as a permanent storage medium for public records, provided that the filming, development, and storage of the camera master meet certain national standards. To verify whether your film meets the standards, contact the Records Management Division of the Secretary of State’s Office at (406) 444-9000.

If you choose microfilm or microfiche as your prime storage medium, the paper records become duplicates and may be destroyed without approval of the Local Government Records Committee once the film has been verified.

Optical imaging, or any other type of digital medium, is not an acceptable long-term method of storing records. Records with a retention schedule of 10 years or longer may be stored electronically as long as they are also maintained in paper form or on archival-quality microfilm.

Local Government Retention Schedules 

  Introduction to Local Records
  1 General (i.e. correspondence)
  3 Election
  7 School District
  8 Municipal
  17

9-1-1 PSAP

  County
  2 Clerk and Recorder
  4 Treasurer NEW!
  5 Accounting and Financial
  6 Motor-vehicle
  9 Conservation District
  11 Appraisal and Assessment
  13 Coroner
  14 Sheriff
  14A Sheriff Local Detention Center/Jail
  18 Weed Department
  19 County School Superintendents
  Court
  10 Courts of Limited Jurisdiction
  12

Clerk of District Court

  16 County Attorney
  Insurance Authority
  15 Insurance Authority
  15A Insurance Authority - Claims

Record Forms and Retention Schedules
State | Local

What Is a Public Record? | Glossary of Terms
Privacy v. the Right to Know
Managing Public Records
| Disposing of Public Records
Government Records Committees | Publications

Records and Information Management Division • P.O. Box 202805 • Helena, MT 59620-2805
1320 Bozeman Street • Helena, MT 59601
(406) 444-9000 • sosrecords@mt.gov • Fax (406) 444-9002

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