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.