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 (PDF)
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 (PDF)