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Paper shelf life
Verified 02 November 2023 - Legal and Administrative Information Directorate (Prime Minister)
Expiry of a right after a certain period
Formality by which a procedural document or a decision is brought to the attention of a person
Birth, recognition, marriage or death certificate
An act by which a person transfers the ownership of property to another person during his lifetime free of charge
Property given by will to a person
Duplicate, copy of a document or document
Original of a document (for example, a divorce agreement) drawn up by an authority (civil or administrative court, notary, commissioner of justice - former bailiff and judicial auctioneer, ...), who is obliged to keep it
Person (professional or volunteer co-owner) responsible for the administrative, technical, financial and accounting management of the co-ownership
Accommodation occupied at least 8 months per year (except for professional obligation, health reasons or cases of force majeure), either by the tenant or the person with whom he lives, or by a dependent (child, ascendant over 65 years, disabled parent)
Possibility for the administration to repair oversights and errors in the field of taxes (assessment, recovery, calculation of the amount)
Withdrawal or reduction of a tax granted by the tax authorities
Flat-rate or proportional reduction applied on the basis of a tax calculation (income, value of property, etc.)
The set of operations used to determine the right of an insured person to an old-age pension and to calculate it
A right for a person to demand something from another person, usually the payment of a sum of money. A term often used to refer to the amount owed.
He who has a right through a parent or relative
Procedure of the administration to obtain payment of a sum due
What paperwork should be kept? How long? We tell you the rules to know for the main documents of everyday life: insurance, bank, family, taxes, housing, work, vehicle, health....
The durations indicated are minimum durations during which it is prudent to keep the documents.
These are the periods during which you may exercise a right. For example, request a refund.
It can also be the time limits during which you can be asked for something. For example, paying a fine.
You can, of course keep your documents longer, in particular for to bring evidence before the courts.
Indeed, the time limits do not take into account all situations.
Thus, delays may be prolonged if the prescription is suspended or interrupted. For example, certain time limits are suspended as long as a person is a minor and start running only from the age of majority.
Documents may also to serve as evidence in support of very different actions.
Tableau - Minimum retention period for insurance-related documents
Document Type
Shelf life
Clarification
Release
Notice of Due Date
Termination Email
Proof of settlement
Document Date + 2 years
Contract
Contract duration + 2 years
Automotive Information Record
Permanent
The information statement is issued by your insurer at the end of the contract or on request.
The statement shows the reduction-increase coefficient of your insurance premium (bonus-malus).
3 years from the year following the taxation year.
This period corresponds to the right to take over administration.
Example: 2023 declaration to be retained until end 2026.
Local Tax Notices: Property Tax, Secondary Residential Housing Tax
1 year
This period corresponds to the right to take over administration.
3 years in case of relief, exemption or abatement
Warning
the periods indicated are minimum periods during which the tax administration has a right of take-back. Of course, you can keep your tax returns and tax notices longer.
Tableau - Minimum retention period for documents relating to work, unemployment and retirement
A proof of daily allowances must be kept for at least 2 years, but it is prudent to keep it until the pension is paid off.
It may be useful to keep salary slips after retirement for the purposes of calculating the pension in the event of an occupational disease occurring to a pensioner.
The time limit for challenging the sums indicated on the balance of any account depends on your signature or the absence of your signature from the receipt.
Proof of payment of unemployment benefits
3 years
The three-year period corresponds to the recovery period in case of overpayment established by Pôle emploi.
This period is extended to 10 years in the case of fraud or misrepresentation.
This document can be useful when calculating your pension entitlements.
Superannuation Payment Bulletin
Pension security
Permanent
Useful document for calculating your survivor's pension rights
The time limit for challenging the sums indicated on the balance of any account depends on your signature or the absence of your signature from the receipt.
Please note
if you have an account on the Cesu or Urssaf Service Pajemploi, certain documents are made available to you in your personal space: tax notice, tax summary of the employee's wages... Follow the recommendations of these sites for the preservation of these documents and their computer backup.
Tableau - Minimum Retention Period for Health-Related Documents
Document Type
Shelf life
Clarification
Statement of reimbursement of sickness and maternity insurance
2 years
Time taken to recover overpayment.
The deadline is 5 years in case of fraud or misrepresentation.