AGENCY: Insurance Department

SERIES: 81655
TITLE: Individual insurance appointment records
DATES: 1954-
ARRANGEMENT: Chronological by processing date.

DESCRIPTION: These records are the formal notice to the department, confirming that an insurer has appointed an agent or agency to represent the insurer in the sale and placement of their insurance product. The records include the agent's or agency's name, Utah Insurance Department license number, effective date of appointment, and the agent's social security number, or agency's tax identification number.

RETENTION

Retain for 3 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 06/1999

FORMAT MANAGEMENT

Paper: Retain in Office for 3 months after date of processing and then transfer to State Records Center. Retain in State Records Center for 33 months and then destroy.

APPRAISAL

Administrative

After they are inactive, these records have administrative value only. They may also be used in an audit. Previous decisions: 6/1/87: retain 3 years after the records become inactive. 4-17-85: microfiche and retain 10 years.

PRIMARY DESIGNATION

Private. UCA 63G-2-302(2)(d)

---