AGENCY: Utah State Retirement Office

SERIES: 6622
TITLE: Retirement membership files
DATES: 1967-
ARRANGEMENT: Numerical by Social Security number.

DESCRIPTION: These records contain all transactions between the Utah Retirement Office and individuals in the Utah Retirement System. Records are used for reference, and document the status of members' accounts. Information includes membership forms, enrollment forms, applications for refunds, requests for redeposit information, and withdrawal applications for the 401(k) plan.

RETENTION

Retain for 80 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 03/1990

FORMAT MANAGEMENT

Paper: Retain in State Records Center for 80 years and then destroy.

Microfilm master: Retain in State Records Center for 80 years and then destroy.

Microfilm duplicate: For records beginning in 1967 through 1999. Retain in State Records Center for 80 years and then destroy.

APPRAISAL

Administrative Fiscal

These records have administrative and fiscal value as they document employee participation in the state retirement program.

PRIMARY DESIGNATION

Private. UCA 63G-2-302 (1)(a) and (f) (2009)

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