Processing Paperwork and Approval Workflow

The Standard Form 135 (SF-135), Records Transmittal and Receipt, must be completed and approved before you may physically transfer an accession to a federal records center (FRC). A separate SF-135 is required for each individual accession. These forms are used for control purposes and are public documents. Therefore, you should ensure that the form does not contain any information protected by the Privacy Act of 1974.

You should fill out the SF-135 in Microsoft Word, which allows for electronic submission and facilitates the approval process.

The following sections of the form must be carefully completed:

• Agency Contact Information
• Records Data – Accession Information
• Records Data – Series Description
• Records Data – Disposition Information

After filling out the SF-135, the form must be routed through the appropriate channels for approval. Your IC Records Liaison can assist you with completing the form.

National Institutes of Health
Office of Management Assessment | Management Support | Records Management
Last Updated May 16, 2007 | Contact Us