AGENCY: Board of Regents (Utah). Higher Education Assistance Authority

SERIES: 83119
TITLE: Borrower balance report
DATES: 1984-
ARRANGEMENT: Alphabetical by name

DESCRIPTION: These are computer reports run at month-end closing. It lists the borrower's name, social security number, account status and current balance.

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 2 years and then transfer to State Records Center. Retain in State Records Center for 8 years and then destroy.

APPRAISAL

Administrative Fiscal

This retention is based on administrative need. The 1988 General Schedule 6:25 suggests a retention of 7 years.

PRIMARY DESIGNATION

Private. UCA 63G-2-302(1)(h) and (2)(2008)