| Having a high quality, on-site paper shredder at | | | | employees, should, of course be treated with the |
| your home or office is the only way to make | | | | utmost care. Make sure that you shred such |
| sure that your confidential documents are | | | | things as: account statements, bank statements, |
| properly and safely disposed of. But what kind of | | | | any bills that you don't need to keep around for |
| documents need to be shredded? Well, we say: | | | | tax reasons, budget statements, canceled checks |
| "When in doubt, shred it," but if you need more | | | | not needed for taxes, credit card statements, |
| information, here's a guide to the kinds of | | | | invoices, loan contracts, and sale forecasts. |
| documents that should be put through the | | | | 5. Legal Info. You never know what might happen |
| shredder when no longer needed. | | | | if information regarding claims being made against |
| 1. General. Any documents that contain even your | | | | you, or that you are making, should get into the |
| address and phone number should be shredded, | | | | hands of a competitor. The same is obviously |
| including old bills, insurance papers, and | | | | true for any proprietary patent or research |
| pre-addressed envelopes. If you have any | | | | information. To keep any such information safe, |
| maintenance records that are no longer applicable, | | | | you should be sure to shred the following when |
| they should be shredded as well, as should | | | | you no longer need them: papers pertaining to |
| anything that has your signature on it, or of | | | | claims, confidentiality agreements, old expired |
| course, your social security number. | | | | contracts, patent and trademark papers that |
| 2. Customer Info. It is important to note that with | | | | were not filed, research request forms for |
| the advent of the FACTA laws, you or your | | | | patents and trademarks, and disputes or studies |
| business could be sued if it can be proven that | | | | related to patents, settlements and severance |
| information improperly discarded by you was used | | | | agreements, engineering specs, prototype |
| in the commission of identity theft or consumer | | | | documents and specs, research and testing plans |
| fraud. To protect yourself and your customers, | | | | and results, design and product information, and |
| you should be sure to shred the following | | | | any documents that contain information about |
| documents when you are discarding them: | | | | trade secrets. |
| account numbers, credit histories, customer lists | | | | 6. Strategic Info. You should take special care to |
| and data, and purchase orders that may contain | | | | make sure that when you are having meetings |
| credit card numbers or tax ID numbers. | | | | regarding future plans, that any documentation |
| 3. Employee Info. When your HR department is | | | | pertaining to these plans be properly disposed of |
| discarding employee-related documents, make | | | | via a shredder. This includes: competitive |
| sure that the following are shredded: benefits | | | | documentation, future marketing objectives and |
| package information, papers regarding firings and | | | | plans, spreadsheets that contain you operating |
| other discharges or pre-employment background | | | | expenses, pricing information and structure, your |
| checks, documents relating to medical and dental | | | | company's sales goals, and any other strategic |
| plans and treatments, organizational charts, papers | | | | plans. |
| relating to promotions and merit raises, any | | | | 7. Travel Info. If your competition knows where |
| records relating to contracts, and employee 401k | | | | you've been, they could beat you there next |
| information that is no longer relevant to your | | | | time. Always shred: expired passports and visas, |
| company. | | | | used plane tickets, old itineraries, luggage tags, and |
| 4. Financial Info. The financial information of your | | | | cell phone bills. |
| business as well as that of your customers and | | | | |