AGENCY: Department of Workforce Services. Adjudication Division

SERIES: 31379
TITLE: Adoption Tax Credits eligibility and certifications
DATES: 2023-
ARRANGEMENT: Database.

DESCRIPTION: This record documents applications for certification related to the state adoption tax credit and contains all correspondence, forms, tax certificates, and any other paperwork related to the case. See Utah Code 35A-1-111 (2023). The records contain the filing party's first and last name, SSN, birth date, home address, home or mobile phone number, spouse's name, spouse's SSN, spouse's birth date, adopted child's name, adopted child's birth date and adopted child's SSN, along with a certified copy of the adoption decree.

Privacy annotation:

List of personal data included: first name, last name, middle name, maiden name, social security number, date of birth, birth certificate, home address, personal email address, home telephone number, mobile phone number, decree of adoption.

Purpose personal data is collected, maintained, or used: To determine eligibility for the adoption tax credit certificate.

Legal authority for collecting, keeping, or using personal data: Utah Code 35A-1-111 (2023) and Utah Administrative Code, R982-111.

RETENTION

Retain for 15 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 01/2026

FORMAT MANAGEMENT

Computer data files: Retain in Office for 15 years and then delete.

APPRAISAL

Administrative Fiscal

PRIMARY DESIGNATION

Private. Utah Code 63G-2-302(2)(b,d) (2025)

---