AGENCY: Board of Regents (Utah). Higher Education Assistance Authority

SERIES: 24922
TITLE: Utah Educational Savings Plan closed accounts
DATES: 1996-2001.
ARRANGEMENT: Chronological by submission date.

DESCRIPTION: This series contains closed accounts for participants of the Utah Educational Savings Plan. Information includes the original participation agreements which list names, home addresses, income histories, beneficiaries, payments, disbursement information, and Social Security numbers.

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: 10/2009

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 48 years and then destroy.

APPRAISAL

Administrative Fiscal Legal

These records have administrative and fiscal value as they document the initial contribution and succeeding contribution changes to individual accounts. Legal authority and obligations are outlined in UCA 53B-08a (2009).

PRIMARY DESIGNATION

Private. UCA 63G-2-302(1)(h) and (j); (2)(b) and (d) (2009)

SECONDARY DESIGNATION

Protected. UCA 63G-2-305(55) (2009)

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