Skip to main content

How to write your Formal Record Hold Notice Form

We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.


Use the Formal Record Hold Notice Form to provide details of a legal case and list all relevant documents. This letter provides notice of documents to be reviewed and placed on hold so they will not be destroyed or disposed of.
Document Length: 1 Page
Business proposal example What Our Clients Say

I have been using Proposal Kit for grants since Fall of 2009 and love it. It saves me valuable time so I can focus on what I am an expert in!"

Richard McDonald
Global Health Science Institute

1. Get Proposal Kit Professional that includes this business document.

We include this Formal Record Hold Notice Form in an editable format that you can customize for your needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.

3. Customize the project template with your information.

You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.

Formal Record Hold Notice Form

Writing the Formal Record Hold Notice Form document

Form Litigation Hold Notice Form

Records Custodian's Name: Insert name of record keeper. Name of Requestor: Insert name of person requesting record hold. Case ID Number: Contract Reference Number.

Detailed Legal Hold Information:

Provide the details of the case and instructions to implement the Hold Notice Procedure. List the nature and specifics of the complaint or threat. Identify the party making the claim.

Notice of intent to investigate:

Local workstation - Laptop and/or department computer. Personal share or personal folders on servers. Home computer or smart phones. Email journals, backups, and archives.

Removable storage media. Physical department files on and off site. Use the Formal Hold Investigation Form to list all relevant documents. You will be notified after the content has been reviewed and the records to be placed on hold have been verified.

Requires signature of the department or records owner for acknowledgement of the notification.

A Document from Proposal Kit Professional

The editable Formal Record Hold Notice Form document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$199 USD
Proposal Kit reviews4.7 stars, based on 843 reviews
The Project Management Pack suite of templates complements the proposal and contract documents by giving you a collection of business documents to use once you have a project to work on.
Proposal KitPublished by Proposal Kit, Inc.

We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Formal Record Hold Notice Form, and use them as needed for your project.

© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.