AGENCY: Salt Lake City (Utah). Department of Public Utilities. Finance Division

SERIES: 8793
TITLE: Billing adjustment cards
DATES: 1980-2015.
ARRANGEMENT: numerical by pre-assigned number

DESCRIPTION: These color-coded cards record adjustments made in billings for debit, credits, refunds, returned checks and abatements (write-off of customer accounts). They are used to provide detail information on all adjustments. These cards include customers name and address; type of adjustment and written justification and computation of amount charged; and signatures of customer service representative making transaction and the supervisor. May also contain back up financial information.

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 03/1987

FORMAT MANAGEMENT

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

APPRAISAL

This retention is based upon the administrative needs expressed by the division for a three year audit period.

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