Local Record Forms and Retention Schedules

Local Record Forms and Retention Schedules

The Local Government Records Committee (LGRC), has established records retention schedules for local government units.  If you have questions or comments about the schedules, procedures or want to request a change to a retention schedule, please contact them: 

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

If you are needing to dispose of your records, please fill out the Disposal Form - RM60 (see Instructions) and email/mail to the subcommittee.

If you are needing to dispose of your records, but do not need permission from the Local Government Records Committee you may use this Disposal Form - RM88 (see Instructions) for internal purposes and be sure to retain for 30 years.

Local Government Retention Schedules Revision Date
1 General (i.e. correspondence) April 2017
7 School District August 2015
8 Municipal December 2016
30 Email Managed Under a Capstone Approach May 2017
County Revision Date
2 Clerk and Recorder April 2017
3 Elections April 2017
4 Treasurer April 2017
5 Accounting and Financial April 2017
6 Motor-vehicle April 2017
9 Conservation District April 2017
11 Appraisal and Assessment April 2017
13 Coroner October 2005
14 Sheriff November 2011
14A Sheriff Local Detention Center/Jail 1999
17 9-1-1 PSAP September 2016
18 Weed Department September 2016
19 County School Superintendents October 2009
20 County Museums October 2009
21 County Planning April 2017
23 County Sanitation April 2017
24 Human Resources November 2013
27 Office of Emergency Management October 2015
28 County Fairgrounds April 2017
Court Revision Date
10 Courts of Limited Jurisdiction November 2013
12 Clerk of District Court October 2015
16 County Attorney April 2007
Insurance Authority Revision Date
15 Insurance Authority May 2014
15A Insurance Authority - Claims May 2014