AGENCY: Treasurer

SERIES: 83215
TITLE: Investment trade tickets and variable rate resets
DATES: i 1982-
ARRANGEMENT: Chronological by year.

DESCRIPTION: Investment trade ticket forms contain details of investment transactions made by the Utah State Treasurer's Office. Each trade ticket includes information such as the issuer, broker, ratings, cusip number (identification number), and maturity. Information regarding daily, monthly and quarterly variable rate resets will also be included on a separate spread sheet.

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: 01/2004

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 9 years and then destroy.

APPRAISAL

Administrative Fiscal

PRIMARY DESIGNATION

Public

---