AGENCY: Insurance Department

SERIES: 20557
TITLE: Domestic companies form and rate filings
DATES: 1975-
ARRANGEMENT: Alphabetical by company name.

DESCRIPTION: These records contain insurance forms created by insurance companies whose corporate offices are located in the state of Utah. These forms and rate filings are the actual documents used by insurance companies when enrolling or changing a company's or individual's insurance plan. Information includes policy changes, insurance rate changes, changes in insurance forms, new forms, and forms being submitted for approval.

RETENTION

Retain for 50 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 06/2011

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 49 years and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on the agency's need to maintain these records because of the insurance companies' incorporation in the state of Utah.

PRIMARY DESIGNATION

Public

SECONDARY DESIGNATION

Protected. UCA 63G-2-305 (1),(40)(i)(ii)(iii)(2008) and UCA 31A-30-106 (4)(2008)