AGENCY: Insurance Department

SERIES: 14975
TITLE: Market conduct examination work papers
DATES: 1987-
ARRANGEMENT: Alphabetical by last name

DESCRIPTION: Documents used by the examiner to complete the examination process of individuals testing to obtain a license to sell insurance in the state of Utah. Information includes examination documents, notes, correspondence, premiums, and claim information.

RETENTION

Retain for 3 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 04/1996

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years after next audit of company, agent, or organization and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on the administration and fiscal needs as expressed by the agency.

PRIMARY DESIGNATION

Protected. UCA 63G-2-305 (8)(b)(e)(2008)

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