The Division of Finance creates, collects, and processes these records to conduct daily business. These documents are retained for reference after they have been processed, and the preservation copies of these records are generally retained in another location or database.

Retain for 3 years, and then destroy records. OR Retain until administrative need, whichever is less, and then destroy records.

Effective 2023-11-27

The Division of Finance creates, collects, and processes these records as part of their requirement to oversee the assets, liabilities, expenses or expenditures, revenues, and fund balances of the State of Utah's funds and component units. These records may contain financial records for the State's general funds, special revenue funds, permanent funds, capital project funds, debt service funds, proprietary funds and/or custodial funds. These records may be used to compile the State's financial statements and other compliance reports, conduct financial oversight, and process transactions.

Retain for 10 years, and then destroy records.

Effective 2024-02-07