AGENCY: Department of Health and Human Services. Division of Child and Family Services. Beaver Office

SERIES: 21749
TITLE: Trust account records
DATES: 1985-
ARRANGEMENT: Alphabetical by client surname

DESCRIPTION: These records document bank statements from client trust accounts and are used to manage financial and audit records. Infromation includes returned checks, financial statements, and bank transactions.

RETENTION

Retain for 4 year(s) after case is closed

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Trust account records, GRS-2491

AUTHORIZED: 01/02/2018

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year after case closes and then transfer to State Records Center. Retain in State Records Center for 3 years and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on Utah General Retention Schedule, Schedule 7, Item 9, 1993.

PRIMARY DESIGNATION

Private

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