AGENCY: Davis School District (Utah)

SERIES: 11279
TITLE: Insurance data system
DATES: 1997-
ARRANGEMENT: None

DESCRIPTION: This system documents employees' insurance coverage. It is used to collect data to transfer plan selection and coverage data to the insurance company for enrollment purposes, to calculate premiums owed by the district and its employees, and to assist with claims processing or for reference purposes. The system includes the following employee information: name, social security number, date of birth, insurance plan(s) selected, dependent information, eligibility information, life insurance beneficiary designation, a history of coverage and plans including effective dates.

RETENTION

Retain for 7 year(s) after final action

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 02/2001

FORMAT MANAGEMENT

Computer data files: Retain in Office for 7 years after loss of insurance eligibility and then delete.

APPRAISAL

Administrative

PRIMARY DESIGNATION

Private

SECONDARY DESIGNATION

Controlled. 63G-2-304

---