AGENCY: Board of Regents (Utah). Higher Education Assistance Authority

SERIES: 83118
TITLE: Loan servicing client reconciliation files
DATES: 1986-
ARRANGEMENT: alphabetical by name

DESCRIPTION: These are reports for the servicing unit used to reconcile debits, credits, and other activity on the computer system. Reports included are: client reconciliation reports, aging of delinquent accounts, reports of debts serviced, debts converted, late charges and fees assessed, refund and cancellation reports, sale reports, deposit reports, disbursement reports.

RETENTION

Retain for 10 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 09/1988

FORMAT MANAGEMENT

Paper: Retain in Office for 1 month and then transfer to State Records Center. Retain in State Records Center for 119 months and then destroy.

APPRAISAL

Administrative Fiscal

According to 34 CFR 482.412 these files will be audited not less frequently than every 2 years. State audit requirements are generally 3 years.

PRIMARY DESIGNATION

Private