AGENCY: Department of Human Services (Utah). Office of Public Guardian
TITLE: Guardianship and conservatorship case records
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.
Retain for 10 year(s) after case is closed
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
Paper: For records prior to and including 2015. 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.
Private. UCA 63G-2-302 (2008)
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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