Records relating to the management of the university's financial resources
| Title | Revenues and accounts receivable |
|---|---|
| Location | Finance; Office of Development and Alumni Affairs; units receiving payments for goods and services |
| Legal authority | Income Tax Act, 1985, s. 230 (4)(b); Policy 51: Cash Handling |
| Information may include | Name, address, telephone numbers, email address, record of payment (may include debit, bank, credit card, cheque or other payment type information), good(s) or service(s) received, vehicle information, donation information, related correspondence |
| Uses | To administer monies receivable or received by the university from individuals |
| Users | Finance and units receiving payments for goods and services |
| Individuals in bank | Students, faculty, staff, visitors and the public |
| Retention & Disposition | See the full retention schedule |
| Title | Student accounts |
|---|---|
| Location | Finance |
| Legal authority | University of Waterloo Act, 1972; Income Tax Act, 1985, s. 230 (4)(b) |
| Information may include | Name, student ID number, faculty, level of study, proof of other funding, e-mail address, payment details, employee number, SIN, department, address, telephone, employment status at UW, collection records, supporting documents, and related correspondence |
| Uses | To process tuition, residence, and incidental fees paid to the university by students |
| Users | Finance |
| Individuals in bank | Students, and in certain cases, their parents |
| Retention & Disposition | See the full retention schedule |