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

SERIES: 24923
TITLE: Utah Educational Savings Plan payments
DATES: 1996-2017.
ARRANGEMENT: Chronological by date of payment.

DESCRIPTION: This series contains payments made to Utah Educational Savings Plan (UESP) accounts. Records document contributions credited to UESP account balances. Information includes copies of checks, bill payment records, wire instructions, and automated clearing house documentation processes such as electronic withdrawals from accounts.

RETENTION

Retain for 50 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 10/2009

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years after documents have been imaged and then transfer to State Records Center. Retain in State Records Center for 48 years and then destroy.

Digital image: For records beginning in 2006 and continuing to the present. Retain in Office for 7 years after account is closed and then delete.

APPRAISAL

Administrative Fiscal Legal

These records have administrative and fiscal value as they document the value of the individual accounts and account tax benefits. Legal authority and obligations are outlined in UCA 53B-08a (2009).

PRIMARY DESIGNATION

Private. UCA 63G-2-302(1)(h) and (j); (2)(b) and (d) (2009)

SECONDARY DESIGNATION

Protected. UCA 63G-2-305(55) (2009)

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