Sensitive Data Handling Offboarding Checklist Form
Sensitive Data Handling Offboarding Checklist Form
Full Name of Offboarded Individual
*
First Name
Last Name
Department or Team
*
Offboarding Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Checklist: Sensitive Data Handling Actions Completed
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All digital files and documents containing sensitive data have been identified and reviewed.
Sensitive data on local devices (laptops, USB drives, external storage) has been securely deleted or transferred.
Access to company systems (cloud storage, SaaS apps, shared drives) has been revoked.
Physical materials (printed documents, notebooks, access cards) containing sensitive data have been returned or securely destroyed.
Third-party data sharing or integrations have been reviewed and access revoked where applicable.
Backups containing sensitive data have been addressed (deleted, transferred, or retained per policy).
List any data or access materials retained (if none, enter "None")
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List any data or access materials transferred to another responsible party (if none, enter "None")
*
List any data or access materials securely disposed of (if none, enter "None")
*
Comments or Exceptions (if any)
Name of Person Completing Checklist
*
Final Confirmation: All steps above have been completed to the best of my knowledge.
*
I confirm that all sensitive data handling and offboarding actions listed above have been completed.
Submit Checklist
Should be Empty: