Personnel Records Accountability Checklist
This file serves as a checklist for the accountability of federal records created and maintained by civilian employees, Service members, and contractors. It outlines important policies, procedures, and responsibilities. Utilize this document to ensure compliance with federal record management standards.
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How do I fill this out?
To fill out this document, start by identifying the sections relevant to your role and responsibilities. Carefully complete each applicable section, ensuring accuracy in the information you provide. Be sure to review the guidelines for record transitions and accountability to ensure compliance.

How to fill out the Personnel Records Accountability Checklist?
1
Identify all sections that apply to your role.
2
Fill out the details accurately.
3
Review the information for completeness.
4
Ensure proper record transitions are documented.
5
Submit the form as per the given instructions.
Who needs the Personnel Records Accountability Checklist?
1
Civilian Employees need this file to ensure proper record management before departing.
2
DoD Contractors require it for compliance with federal record policies.
3
Service Members use this checklist to transition responsibilities accurately.
4
HR Personnel might use it for coordinating record transfers.
5
Management needs it to verify that all necessary records are accounted for.
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Make the necessary changes directly in the text fields.
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Review your edits to ensure all information is accurate.
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What are the instructions for submitting this form?
To submit this form, ensure all sections are completed accurately and sign where required. You can return the form via email to your supervisor or the designated records management office within your component. Additionally, ensure to follow any specific submission protocols outlined by your agency.
What are the important dates for this form in 2024 and 2025?
Important dates for this form include submission deadlines prior to personnel departures. Always check for updates specific to your agency to ensure compliance with federal regulations. Key dates may also vary based on departure schedules and agency policies.

What is the purpose of this form?
The Personnel Records Accountability Checklist serves to ensure that all records created or maintained by civilian employees, service members, and contractors are properly accounted for during transitions. It outlines responsibilities and required actions for individuals departing from their roles. This form is essential for maintaining federal standards in record management and accountability.

Tell me about this form and its components and fields line-by-line.

- 1. Name of Official: The full name of the departing employee.
- 2. Estimated Departure Date: The expected date of separation from the organization.
- 3. Title/Position: The job title or position held by the employee.
- 4. Component: The specific DoD component the employee is affiliated with.
- 5. Office: The department or office where the employee works.
- 6. Email Addresses: Various email contacts related to the employee's official communications.
What happens if I fail to submit this form?
Failing to submit this form can impede the record transition process and expose the individual to potential compliance issues. It may lead to delays in record turnover and mismanagement of federal records. Additionally, there may be disciplinary actions tied to improper handling of these records.
- Compliance Issues: Failure to submit can lead to violations of federal record management standards.
- Delayed Record Transition: Incomplete submissions might prolong the process of managing personnel records.
- Potential Disciplinary Action: Improper handling of records can result in disciplinary measures against the individual.
How do I know when to use this form?

- 1. Employee Separations: Utilized during planned or unplanned separations from federal service.
- 2. Record Management Audits: Required for audits to assess proper management of federal records.
- 3. Litigation Holds: Necessary to ensure all relevant records are preserved during legal proceedings.
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You can make as many edits as you need to ensure the document meets your requirements.
Can I use this checklist for all types of record management?
This checklist is specifically designed for personnel record accountability within federal agencies.
What happens if I don’t fill this form out correctly?
Incomplete forms may lead to issues in the record transition process and compliance challenges.
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Can I submit this form electronically?
Yes, you can submit it via email or through your agency's designated submission process.
Who can I contact for support if I have questions?
You can reach out to your agency’s records management office for assistance.