Document File Retrieval Form

DOCUMENT FILE RETRIEVAL AGREEMENT

Parties

Requesting Party Name:

Custodian/Holder Name:

Recitals

WHEREAS, Requesting Party requires retrieval of physical and/or electronic files presently maintained by Custodian in connection with Requesting Party's business operations and records retention obligations;

WHEREAS, Custodian maintains possession, control or access to the specified files and is willing to retrieve, reproduce and deliver those files pursuant to the terms set forth in this Agreement;

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the parties agree as follows.

Scope of Work

Description of retrieval services to be performed by Custodian including identification of files, methods of retrieval, reproduction format, and delivery method:

Retrieval Instructions & Delivery

Requested retrieval deadline:

Delivery method (select all that apply):
Physical pickup by Requesting Party or authorized agent Courier shipment (billing to Requesting Party) Electronic reproduction (PDF/secure transfer)

Payment Terms

Estimated retrieval fee (flat or itemized): $

Late payment fee/interest:

Additional recoverable costs (e.g., courier, special handling, reproduction): Requesting Party agrees to reimburse Custodian for reasonable out-of-pocket expenses reasonably incurred in connection with retrieval and delivery as itemized on invoice.

Term and Termination

Term Commencement Date:     Term Expiration Date:

Either party may terminate this Agreement for convenience upon written notice delivered at least days prior to the effective termination date. Termination shall not relieve Requesting Party of payment for services performed and costs incurred up to the effective date of termination.

Confidentiality

Custodian shall maintain reasonable safeguards to protect non-public, privileged or confidential information contained in retrieved files. Custodian will only access materials to the extent necessary to perform retrieval services and will not disclose confidential information except as authorized in writing by Requesting Party or as required by applicable law. Any compelled disclosure shall be promptly communicated to Requesting Party where permitted.

The obligations in this Confidentiality clause survive termination or expiration of this Agreement for a period of three (3) years or longer if required by law.

Liability and Indemnity

Custodian will exercise commercially reasonable care in handling files. Custodian's liability for loss or damage to retrieved materials is limited to direct damages up to the amount actually paid under this Agreement for the specific retrieval services. Each party shall indemnify and hold harmless the other from any third-party claims arising from its own willful misconduct or gross negligence in connection with performance under this Agreement.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state of without regard to conflict of law principles.

Entire Agreement

This Agreement, including any written fee estimates or invoices expressly incorporated herein, constitutes the entire understanding of the parties with respect to the subject matter and supersedes all prior negotiations, statements, representations and agreements, whether oral or written. Any amendment or waiver must be in writing and signed by both parties.

Authorization and Certification

By executing below, Requesting Party certifies that it is authorized to request and receive the identified files and releases Custodian from liability for disclosure of information to the extent authorized by this Agreement. Requesting Party agrees to pay the fees and reimbursements described above and to indemnify Custodian for claims arising from disclosure of files pursuant to Requesting Party's instruction.

I, the undersigned authorized representative of Requesting Party, authorize retrieval and release of the files identified above to the selected delivery method and agree to the terms set forth in this Agreement.

Authorized Representative Name:

Title/Role:     Phone:

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