AGENCY: Department of Health and Human Services. Division of Aging and Adult Services. Adult Protective Services
SERIES: 24565
TITLE: Client trust account files
DATES: ca. 1990-
ARRANGEMENT: Chronological.
DESCRIPTION: These records document bank statements from client trust accounts and are used to manage financial and audit records. Information includes returned checks, financial statements, and bank transactions.
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: 02/2003
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 Fiscal
PRIMARY DESIGNATION
Protected. UCA 63G-2-305 (2008)
SECONDARY DESIGNATION
Controlled. UCA 63G-2-304 (2008) Contains medical, psychiatric, and psychological data