Printable checklist

Asset Retirement & Disposal Checklist

A practical starting checklist. Adapt it to your organization’s own authority, privacy, safety, accounting and regulatory requirements.

  • Confirm retirement is authorized
  • Confirm current custodian and location
  • Clear open loans, transfers or repair transactions
  • Recover organizational accessories
  • Address data-bearing capability under security policy
  • Remove or revoke credentials / access where applicable
  • Record retirement reason
  • Record approved disposition path
  • Preserve asset identity until final disposition
  • Record sale / donation / recycler / transfer evidence as applicable
  • Close active status after disposition is complete
  • Retain historical record according to policy
Use proportionately: Not every asset needs every control. High-value, mobile, critical or sensitive assets may justify more evidence than low-risk fixed equipment.