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Useful Forms

Your office may find the following forms helpful as you maintain your account, send records to be stored off-site at the Harvard Depository, or securely destroy or archive your records. Click the link to download the ARM forms to your computer.

 

Setting up and Maintaining Your Account

ARM Form

(Click to Download)

Document Type

Form Description and/or Instructions 

Medical Area Contract

Adobe Acrobat (.pdf)

Medical Area offices wishing to set up an account with the Depository should use this form.

Harvard Depository Authorized User Update Report

 

Call the ARM Program (2-6194) to receive a report listing your authorized users. This form can be updated, signed and returned to the ARM Program.

 

Transferring Records to the Depository

ARM Form

(Click to Download)

Document Type

Form Description and/or Instructions 

Depository Transfer Checklist

 Adobe Acrobat (.pdf)

 To facilitate an efficient, accurate transfer of your eligible records to the Harvard Depository, please complete all the steps outlined in this checklist.

Transmittal Cover Sheet

 MS Word 97 (.doc)

 One of two parts of the transmittal required for transfer of records to the Harvard Depository.

Box and Folder Lists

 MS Excel 97 (.xls)

 A detailed listing of the contents of the boxes you are sending to the Depository.

 

Destroying Records

ARM Form

(Click to Download)

Document Type

Form Description and/or Instructions 

Depository Destruction Request Form

Adobe Acrobat (.pdf)

Used to authorize destruction of records that are being stored at the Depository whose retention period has expired.

In-Office Destruction Documentation Form

MS Word 97 (.doc)

Used to document the destruction of records in your office whose retention period has expired.

 

Archiving Records

ARM Form

(Click to Download)

Document Type

Form Description and/or Instructions 

Archival Transfer Checklist

Adobe Acrobat (.pdf)

Departments who have determined that their records are elegible for the HMS archives should use this checklist to facilitate their transfer.

Archival Folder List

MS Excel 97 (.xls)

A detailed listing of the contents of the boxes you are sending to the Archives.

 


Contact ARM by email, phone 617-432-6194, or fax 617-432-4737 for more information or for personalized records management assistance