AGENCY: Department of Human Services (Utah). Office of Recovery Services

SERIES: 81040
TITLE: Client account adjustment files
DATES: 1980-
ARRANGEMENT: Numerical by transaction number

DESCRIPTION: This is a record of an adjustment made to the present account totals of a client's case file. The totals indicate a debt is owed to Recovery Services due to an action of collection taken by Recovery Services, the obligor, or the obligee.

This series includes a Transaction Cash Code Summary, code number, amount, adjustment request, case number, cost, liability, and delinquency balance; and a Payment Transfer Request.

RETENTION

Retain for 7 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 09/1988

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years after date of adjustment or until all audits are completed and then transfer to State Records Center. Retain in State Records Center for 5 years and then destroy.

Computer magnetic storage media: Retain in Office for 7 years and then erase provided all audits have been completed.

APPRAISAL

Administrative Fiscal

The office has requested that the paper copy be kept as the record copy rather than maintain the files on magnetic tape. The reason for this is that changes are made to the paper copy only. This is also the copy that auditors request to see. These records are used in audits for different programs.

PRIMARY DESIGNATION

Private


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