AGENCY: Insurance Department
SERIES: 14975
TITLE: Market conduct examination work papers
DATES: 1987-
ARRANGEMENT: Alphabetical by last name
DESCRIPTION: Documents used by the examiner to complete the examination process of individuals testing to obtain a license to sell insurance in the state of Utah. Information includes examination documents, notes, correspondence, premiums, and claim information.
RETENTION
Retain for 3 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 04/1996
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years after next audit of company, agent, or organization and then destroy.
APPRAISAL
Administrative Fiscal
This disposition is based on the administration and fiscal needs as expressed by the agency.
PRIMARY DESIGNATION
Protected. UCA 63G-2-305 (8)(b)(e)(2008)