AGENCY: Utah Counties Indemnity Pool (Utah)

SERIES: 26027
TITLE: Underwriting records
DATES: 1992-
ARRANGEMENT: Alphabetically by county and thereunder chronologically by date

DESCRIPTION: Underwriting records contain financial data and information about member exposures such as values of buildings, automobiles and all other member property, complete lists of member expenditures, etc. This information is used to market the annual excess/reinsurance policies and to establish the rating structure and rates for member's annual contributions.

RETENTION

Retain for 15 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 04/2006

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years after close of underwriting period and then transfer to State Records Center. Retain in State Records Center for 10 years and then destroy.

Computer data files: Retain in Office until administrative value has been met and then delete.

APPRAISAL

Fiscal

PRIMARY DESIGNATION

Protected. Utah Code 63G-2-305(24)

SECONDARY DESIGNATION

Public

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