AGENCY: Department of Health and Human Services. Division of Aging and Adult Services. Adult Protective Services

SERIES: 24565
TITLE: Client trust account files
DATES: ca. 1990-
ARRANGEMENT: Chronological.

DESCRIPTION: These records document bank statements from client trust accounts and are used to manage financial and audit records. Information includes returned checks, financial statements, and bank transactions.

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: 02/2003

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 Fiscal

PRIMARY DESIGNATION

Protected. UCA 63G-2-305 (2008)

SECONDARY DESIGNATION

Controlled. UCA 63G-2-304 (2008) Contains medical, psychiatric, and psychological data