AGENCY: Department of Commerce. Division of Professional Licensing

SERIES: 20350
TITLE: Preneed funeral plan contracts and trust reports
DATES: 1995-
ARRANGEMENT: Alphabetical by name of funeral home

DESCRIPTION: These records document contracts and trust reports for preneed funeral arrangements. Funeral homes are required to submit annual reports of preneed sales to the Department of Commerce, Division of Occupational and Professional Licensing. Information includes contracts, trust reports, names, signatures, and telephone numbers.

RETENTION

Retain for 5 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 09/1999

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 4 years and then destroy.

APPRAISAL

Administrative

This disposition is based on the administrative needs expressed by the agency.

PRIMARY DESIGNATION

Public

SECONDARY DESIGNATION

Exempt. UCA 58-1-106(2)and(3) 2003

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