AGENCY: Box Elder County (Utah). Pioneer Care Center
SERIES: 5324
TITLE: Patients' bank statements
DATES: 1994.
ARRANGEMENT: Chronological, thereunder alphabetical by patient name
DESCRIPTION: These are bank statements for fiduciary accounts for care center patients. The center cannot hold more than $50 for a patient without placing the funds in an interest bearing account. The center receives this monthly statement to determine the amount of money in the accounts. The center compiles a quarterly report for the patient. Under Medicare requirements a patient may only maintain a savings account of less than $2,000. The statements include the statement date, account number, and all withdrawals and deposits.
RETENTION
DISPOSITION
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
APPROVED: 12/1990
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years and then destroy.
APPRAISAL
Fiscal
This disposition is based on the administrative needs expressed by the office.