AGENCY: Board of Regents (Utah). Higher Education Assistance Authority
SERIES: 83118
TITLE: Loan servicing client reconciliation files
DATES: 1986-
ARRANGEMENT: alphabetical by name
DESCRIPTION: These are reports for the servicing unit used to reconcile debits, credits, and other activity on the computer system. Reports included are: client reconciliation reports, aging of delinquent accounts, reports of debts serviced, debts converted, late charges and fees assessed, refund and cancellation reports, sale reports, deposit reports, disbursement reports.
RETENTION
Retain for 10 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 09/1988
FORMAT MANAGEMENT
Paper: Retain in Office for 1 month and then transfer to State Records Center. Retain in State Records Center for 119 months and then destroy.
APPRAISAL
Administrative Fiscal
According to 34 CFR 482.412 these files will be audited not less frequently than every 2 years. State audit requirements are generally 3 years.
PRIMARY DESIGNATION
Private