AGENCY: Department of Health and Human Services. Division of Aging and Adult Services. Office of Public Guardian

SERIES: 25889
TITLE: Guardianship and conservatorship case records
DATES: 1999-
ARRANGEMENT: chronological by case closed date, thereunder alphabetical by client surname.

DESCRIPTION: Guardianship and conservatorship case files are maintained by the agency in support of court ordered guardianship and conservatorship activities. Records are used to track events in the life of the ward, maintain a historical record of the ward, and to assist in determinations and decisions regarding the ward. These records include but are not limited to: name, address, phone number, age, social security number, medical information, psychological information, psychiatric information, property records, financial records, correspondence, and progress and case notes. Records are stored in one case file for both guardianship and conservatorship case records. Documents may include records for clients transferred to the OPG Contractor or records for clients that OPG did not take such as referrals.

RETENTION

Retain for 10 year(s) after case is closed

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 11/2005

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years after case closure and then transfer to State Records Center. Retain in State Records Center for 8 years and then destroy.

Computer data files: Retain in Office for 10 years after case closes and then delete.

APPRAISAL

Administrative

PRIMARY DESIGNATION

Private. UCA 63G-2-302 (2008)

SECONDARY DESIGNATION

Controlled. UCA 63G-2-304 (2008) Medical, psychiatric, and psychological data

Protected. UCA 63G-2-305 (2008) Attorney work product, test questions and answers, records that may jeopardize the life or safety of an individual

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