Forms for Transferring Records
Registration and Orientation. Signs used to
indicate classes open, etc., 1948, News and
Information Services (University of Michigan)
records, BL000234, Bentley Historical Library.
Downloadable versions of some of the most commonly used forms for transferring university records are listed below. Two formats are available:
- Microsoft Word - these files may be saved to your own computer and filled out electronically. Forms which require an official signature must be submitted in hard copy. Please return the completed form to UARP via fax or campus mail.
- PDF (requires Acrobat Reader) - these files may be printed from your computer and then typed or filled out by hand. Please return the completed form to UARP via fax or campus mail.
If you need more detailed instructions for any of these forms, or if you don't see the form you need here, please contact us.
Transfer Agreement for University Archives and Records Program
MS Word | PDFThis form is used when a new record group is transferred to the archives, or when a significant addition is made to an existing record group. The completed form remains on file.
Transfer Agreement for Records Center Storage
MS Word | PDFThis form applies to exceptional cases involving records typically lacking permanent historical value which must be retained for legal or fiscal reasons. For information on the applicability of Record Center Storage, contact Nancy Bartlett (nbart@umich.edu).
Transfer Agreement for Faculty and Individuals
MS Word | PDFThis form is used for faculty and other individuals transferring records to the archives. See accompanying Gift Agreement document for further information about the form.
Digital Files Transfer Form
MS Word | PDFThis form should accompany all transfers of digital files or files on digital media, including diskettes, CD-ROMS, and DVDs. For more information on transferring digital files, please consult the transfer guidelines included in section 5.1 of the Records Policy and Procedures Manual.
Loan Form
MS Word| PDFThis transactional form is used to track and administer original records loaned back to the creating unit. The form is initiated by the archives staff.
Transfer Agreement for Student Papers
MS Word | PDFIn order for papers written by students to be available for research, this completed form must accompany any student authored papers approved for deposit in the archives.
Oral History Agreement
MS Word | PDFThis form, which grants researchers access and releases copyright to the material, must accompany transfers of oral history tapes and transcripts.
Patient/Client Record Access Agreement
MS Word | PDFThis form, designed to protect confidentiality, is required in order to conduct research in records known to contain personally identifiable patient/client information.