AGENCY: Department of Commerce. Division of Real Estate

SERIES: 6684
TITLE: Renewal applications
DATES: 1986-
ARRANGEMENT: Alphabetical by name thereunder chronological by date

DESCRIPTION: These records document the complete process of renewing the registration, license, or certification of appraisers, appraiser trainees, real estate professionals, mortgage entities, mortgage professionals, appraisal management companies, timeshare developers, and sales persons. They also document the schools, instructors, and courses through which these professionals obtain required continuing professional education in Utah. Records include application forms; verification of identity; verification of legal presence; disclosure questionnaires, records of criminal activity, and adverse administrative actions occurring since the last date of registration, licensure, or certification. Information in the records includes name, birth date, gender, address(es), telephone number(s), Social Security number, driver license number, and employment information.

RETENTION

Retain for 10 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 06/1987

FORMAT MANAGEMENT

Paper: For records beginning in 1986 through 2005. Retain in Office for 6 months and then transfer to State Records Center. Retain in State Records Center for 114 months and then destroy.

Paper: For records beginning in 2006 through 2010. Retain in Office until scanned and quality checked and then transfer to State Records Center. Retain in State Records Center for 10 years and then destroy.

Computer data files: For records beginning in 2010 and continuing to the present. Retain in Office for 10 years and then delete.

Microfilm master: Retain in Archives for 10 years and then destroy.

Microfilm duplicate: Retain in Archives for 10 years and then destroy.

APPRAISAL

Administrative Legal

The record is kept as required by an interstate agreement to provide background information on real estate agents and brokers who move their place of business from one state to another. The agreement calls for providing information for the preceding ten years.

PRIMARY DESIGNATION

Private. UCA 63G-2-302(1)(f),and (2)(d)

SECONDARY DESIGNATION

Protected. UCA 63G-2-305(9)