AGENCY: Insurance Department

SERIES: 18178
TITLE: Insurance agent and provider course training records
DATES: 1985-1998.
ARRANGEMENT: Chronological, thereunder alphabetical by agent surname

DESCRIPTION: These records document training hours received by individual insurance agents. The agent is required to complete a minimum of 12 C.E. credits every two years to maintain their license to sell insurance in the state of Utah. Information includes agent's name, insurance company, hours achieved, date of course, subject of course, current hours of agent, course outline, and Insurance Department approval.

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 06/1997

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 4 years and then destroy.

APPRAISAL

Administrative

This disposition is based on the administrative needs expressed by the agency.

PRIMARY DESIGNATION

Public. UCA 63G-2-301