Utah Department of Administrative Services

Division of Archives & Records Service

Workers Compensation Fund Division. Policyholder Services

8528--Inactive policyholder case file
8529--Active policyholder case files

AGENCY: Workers Compensation Fund Division. Policyholder Services

SERIES: 8528
TITLE: Inactive policyholder case file
DATES: 1983-
ARRANGEMENT: Chronological

DESCRIPTION: These are reference files which document tee activities of former policyholders with the Workers' Compensation. They may be used as source data if a former policyholder wants to reinstate their policy. These files include policy contract endorsements, work locations where policy is in effect, business owner, premium payment history and reports, audit reports, workpapers, and correspondence between the policyholder and the Workers' Compensation.

RETENTION

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years and then microfilm and destroy provided microfilm has passed inspection.

Microfilm master: Retain in Archives for 5 years and then destroy provided there is no correspondence, then it's permanent!.

APPRAISAL

Administrative Historical

The correspondence and contract endorsements are the only data that are worth retaining permanently. They are historically pertinent data and should be kept in the Archives. Previous decision: RDR 81-24: 3 years/private.

PRIMARY DESIGNATION

Private


AGENCY: Workers Compensation Fund Division. Policyholder Services

SERIES: 8529
TITLE: Active policyholder case files
DATES: 1917-
ARRANGEMENT: Alphabetical by policyholder name

DESCRIPTION: These are reference files which document the activities of current policyholders with the Workers' Compensation. They are used to track policy contract provisions and premium payment history. These are considered vital records and are backed-up by a master file located on the management information system. These files include policy contract endorsements, work locations where policy is in effect, business owner, premium payment history and reports, audit reports, workpapers, and correspondence between the policyholder and the Workers' Compensation.

RETENTION

DISPOSITION

.

FORMAT MANAGEMENT

Paper: Retain in Office until policy is cancelled or case file closed and then transfer to Inactive Policyholder Case Files.

APPRAISAL

Administrative Legal

Previous decision: RDR 76-11: 10 years/private.

PRIMARY DESIGNATION

Private