AGENCY: Department of Commerce. Division of Professional Licensing
SERIES: 20350
TITLE: Preneed funeral plan contracts and trust reports
DATES: 1995-
ARRANGEMENT: Alphabetical by name of funeral home
DESCRIPTION: These records document contracts and trust reports for preneed funeral arrangements. Funeral homes are required to submit annual reports of preneed sales to the Department of Commerce, Division of Occupational and Professional Licensing. Information includes contracts, trust reports, names, signatures, and telephone numbers.
RETENTION
Retain for 5 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 09/1999
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
SECONDARY DESIGNATION
Exempt. UCA 58-1-106(2)and(3) 2003