AGENCY: Department of Workforce Services. Workforce Development Division

SERIES: 27403
TITLE: Health coverage tax credit files
DATES: 2005-2021.
ARRANGEMENT: Alphabetical by client surname.

DESCRIPTION: These records contain information on tax credits for employee health coverage. Information includes employee name and identifying information including applications, proof of eligibility, medical information, birth dates, social security numbers, COBRA proof of payments, and reimbursement information.

RETENTION

Retain for 3 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is proposed and has not yet been approved.

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years and then destroy.

Computer data files: Retain in Office until at least 3 years or until administrative value met, whichever is greater and then delete.

APPRAISAL

Administrative Fiscal

PRIMARY DESIGNATION

Private. UCA 63G-2-302(1)(f)


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